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JPMorgan Diversified Return US Mid Cap Equity ETF

82 hedge funds and large institutions have $319M invested in JPMorgan Diversified Return US Mid Cap Equity ETF in 2024 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 31 increasing their positions, 30 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 4

14% more capital invested

Capital invested by funds: $279M → $319M (+$39.6M)

5% more funds holding

Funds holding: 7882 (+4)

3% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 30

0.65% more ownership

Funds ownership: 76.23%76.88% (+0.65%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
82
Holders Change
+4
Holders Change %
+5.13%
% of All Funds
1.18%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
9
Increased
31
Reduced
30
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cerity Partners
1
Cerity Partners
New York
$72.7M +$1.12M +11,183 +2%
HighTower Advisors
2
HighTower Advisors
Illinois
$30.7M +$125K +1,246 +0.4%
Morgan Stanley
3
Morgan Stanley
New York
$30.3M -$504K -5,041 -2%
CW
4
CreativeOne Wealth
Kansas
$23.6M +$5.3M +53,029 +31%
LPL Financial
5
LPL Financial
California
$22.6M +$305K +3,053 +1%
TC
6
Trilogy Capital
California
$15.2M -$243K -2,426 -2%
TFA
7
Teamwork Financial Advisors
Texas
$12.4M +$11.4M +113,569 +2,490%
DAS
8
Dynamic Advisor Solutions
Arizona
$10.1M +$2.52M +25,191 +35%
AP
9
Appleton Partners
Massachusetts
$9.25M -$8.9K -89 -0.1%
RW
10
RVW Wealth
California
$7.71M -$117K -1,173 -2%
Goldman Sachs
11
Goldman Sachs
New York
$7.64M +$7.28M +72,758 New
NEWAS
12
N.E.W. Advisory Services
Wisconsin
$5.34M +$1.38M +13,836 +37%
GWP
13
Gateway Wealth Partners
Wisconsin
$5.01M +$81.1K +811 +2%
1WM
14
1900 Wealth Management
Texas
$4.99M +$50.8K +508 +1%
SA
15
Sanctuary Advisors
Indiana
$4.94M -$900 -9 -0%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$4.86M +$299K +2,989 +7%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$4.54M -$8.1K -81 -0.2%
Ameriprise
18
Ameriprise
Minnesota
$4.39M +$906K +9,061 +28%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$2.47M +$12.1K +121 +0.5%
Bank of America
20
Bank of America
North Carolina
$2.34M -$60.3K -603 -3%
KAS
21
Kestra Advisory Services
Texas
$2.31M +$215K +2,146 +11%
PAG
22
Private Advisor Group
New Jersey
$1.76M +$90.9K +909 +6%
JP Morgan Chase
23
JP Morgan Chase
New York
$1.63M +$495K +4,950 +47%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$1.54M -$5.7K -57 -0.4%
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$1.49M +$1.42M +14,184 New