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JPMorgan Diversified Return US Mid Cap Equity ETF
JPME

78 hedge funds and large institutions have $279M invested in JPMorgan Diversified Return US Mid Cap Equity ETF in 2024 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 30 increasing their positions, 29 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 7

3% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 29

0.01% more ownership

Funds ownership: 76.22% → 76.23% (+0.01%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

1% less funds holding

Funds holding: 79 → 78 (-1)

5% less capital invested

Capital invested by funds: $295M → $279M (-$15.2M)

Holders
78
Holders Change
-1
Holders Change %
-1.27%
% of All Funds
1.13%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
8
Increased
30
Reduced
29
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TC
Trilogy Capital
California
+$2.68M
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$1.15M
3
Cerity Partners
Cerity Partners
New York
+$936K
4
GWP
Gateway Wealth Partners
Wisconsin
+$904K
5
LWMI
Landmark Wealth Management (Illinois)
Illinois
+$691K

Top Sellers

1
CW
CreativeOne Wealth
Kansas
-$4.81M
2
Morgan Stanley
Morgan Stanley
New York
-$3.48M
3
LPL Financial
LPL Financial
California
-$3.24M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.52M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.07M
Name Holding Trade Value Shares
Change 		Change in
Stake
Cerity Partners
1
Cerity Partners
New York
$64.8M +$936K +9,751 +1%
Morgan Stanley
2
Morgan Stanley
New York
$27.9M -$3.48M -36,214 -11%
HighTower Advisors
3
HighTower Advisors
Illinois
$27.7M -$129K -1,344 -0.5%
GA
4
Goldstein Advisors
Wisconsin
$22.3M +$397K +4,137 +2%
LPL Financial
5
LPL Financial
California
$20.2M -$3.24M -33,749 -14%
CW
6
CreativeOne Wealth
Kansas
$16.4M -$4.81M -50,095 -23%
TC
7
Trilogy Capital
California
$14M +$2.68M +27,907 +23%
AP
8
Appleton Partners
Massachusetts
$8.39M +$38.4K +400 +0.5%
RW
9
RVW Wealth
California
$7.1M -$203K -2,111 -3%
DAS
10
Dynamic Advisor Solutions
Arizona
$6.79M +$187K +1,944 +3%
1WM
11
1900 Wealth Management
Texas
$4.48M -$631K -6,572 -12%
GWP
12
Gateway Wealth Partners
Wisconsin
$4.46M +$904K +9,415 +25%
SA
13
Sanctuary Advisors
Indiana
$4.26M +$4.32M +44,961 New
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$4.12M -$1.07M -11,115 -20%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$4.12M +$1.15M +11,941 +38%
NEWAS
16
N.E.W. Advisory Services
Wisconsin
$3.52M +$283K +2,943 +9%
Ameriprise
17
Ameriprise
Minnesota
$3.11M +$601K +6,256 +24%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$2.23M -$81.5K -849 -4%
Bank of America
19
Bank of America
North Carolina
$2.18M -$29.4K -306 -1%
KAS
20
Kestra Advisory Services
Texas
$1.89M -$473K -4,929 -20%
Jane Street
21
Jane Street
New York
$1.64M +$288K +3,001 +21%
LAS
22
LWM Advisory Services
Florida
$1.52M -$13.3K -139 -0.9%
PAG
23
Private Advisor Group
New Jersey
$1.51M +$37.2K +388 +3%
KW
24
KWB Wealth
California
$1.41M – – –
RJFSA
25
Raymond James Financial Services Advisors
Florida
$1.4M -$37.8K -394 -3%
1
2 3 4

JPME Hedge Fund Activity: Q2 2024 in Review

78 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) for Q2 2024, worth a combined $279M — down 5.2% from $295M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new JPME positions and 7 closed out — a net gain of 1 holder — while 30 added to existing stakes and 29 trimmed.

The largest buyer was Trilogy Capital, adding an estimated $2.68M. The largest seller was CreativeOne Wealth, cutting an estimated $4.81M.

  • 78 institutional investors held JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) as of Q2 2024, down from 79 in Q1 2024.
  • Funds reported $279M of JPMorgan Diversified Return US Mid Cap Equity ETF stock for Q2 2024, down 5.2% quarter-over-quarter.
  • 8 funds opened new JPMorgan Diversified Return US Mid Cap Equity ETF positions in Q2 2024 and 7 closed out, a net change of +1 holder.
  • The largest JPMorgan Diversified Return US Mid Cap Equity ETF buyer in Q2 2024 was Trilogy Capital, an estimated $2.68M added.
  • The largest JPMorgan Diversified Return US Mid Cap Equity ETF seller in Q2 2024 was CreativeOne Wealth, an estimated $4.81M sold.

Based on aggregated 13F filings for Q2 2024.