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JPMorgan Diversified Return US Mid Cap Equity ETF

88 hedge funds and large institutions have $313M invested in JPMorgan Diversified Return US Mid Cap Equity ETF in 2024 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 31 increasing their positions, 29 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 4

7% more funds holding

Funds holding: 8288 (+6)

7% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 29

0.61% less ownership

Funds ownership: 76.88%76.27% (-0.61%)

2% less capital invested

Capital invested by funds: $319M → $313M (-$6.17M)

Holders
88
Holders Change
+6
Holders Change %
+7.32%
% of All Funds
1.16%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
14
Increased
31
Reduced
29
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
$70.5M -$446K -4,206 -0.6%
HighTower Advisors
2
HighTower Advisors
Illinois
$30M +$56.2K +530 +0.2%
Morgan Stanley
3
Morgan Stanley
New York
$28.8M -$761K -7,179 -2%
LPL Financial
4
LPL Financial
California
$23.6M +$1.56M +14,753 +7%
CW
5
CreativeOne Wealth
Kansas
$23.2M +$159K +1,501 +0.7%
TC
6
Trilogy Capital
California
$14.7M -$177K -1,666 -1%
TFA
7
Teamwork Financial Advisors
Texas
$13M +$922K +8,693 +7%
DAS
8
Dynamic Advisor Solutions
Arizona
$10.8M +$931K +8,774 +9%
AP
9
Appleton Partners
Massachusetts
$8.89M -$133K -1,258 -1%
RW
10
RVW Wealth
California
$7.46M -$59.8K -564 -0.8%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$6.15M +$1.45M +13,717 +30%
MWM
12
Manske Wealth Management
Texas
$4.93M +$5.1M +48,125 New
SA
13
Sanctuary Advisors
Indiana
$4.86M +$66.4K +626 +1%
1WM
14
1900 Wealth Management
Texas
$4.85M -$26.8K -253 -0.5%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$4.53M +$101K +950 +2%
Goldman Sachs
16
Goldman Sachs
New York
$4.46M -$3.1M -29,239 -40%
NEWAS
17
N.E.W. Advisory Services
Wisconsin
$4.26M -$985K -9,284 -18%
Bank of America
18
Bank of America
North Carolina
$2.85M +$584K +5,507 +25%
Jones Financial Companies
19
Jones Financial Companies
Missouri
$2.76M +$1.48M +13,912 +107%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$2.58M +$181K +1,702 +7%
KAS
21
Kestra Advisory Services
Texas
$2.55M +$300K +2,826 +13%
MA
22
MAS Advisors
Florida
$1.8M +$1.86M +17,559 New
SWTS
23
Stonehaven Wealth & Tax Solutions
Wisconsin
$1.74M +$1.81M +17,021 New
KW
24
KWB Wealth
California
$1.73M +$102K +961 +6%
PAG
25
Private Advisor Group
New Jersey
$1.71M -$4.46K -42 -0.3%