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JPMorgan Diversified Return US Mid Cap Equity ETF
JPME

Overview Fund Activity

84 hedge funds and large institutions have $289M invested in JPMorgan Diversified Return US Mid Cap Equity ETF in 2025 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 32 increasing their positions, 28 reducing their positions, and 8 closing their positions.

Holders
84
Holders Change
-3
Holders Change %
-3.45%
% of All Funds
1.14%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
8
Increased
32
Reduced
28
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
NEWAS
1
N.E.W. Advisory Services
Wisconsin
$8.62M
2
DAS
2
Dynamic Advisor Solutions
Arizona
$14M
3
GLA
3
Good Life Advisors
Pennsylvania
$2.67M
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$8.69M
5
Jones Financial Companies
5
Jones Financial Companies
Missouri
$4.33M

Top Sellers

1
TFA
1
Teamwork Financial Advisors
Texas
$223K
2
TC
2
Trilogy Capital
California
$2.82M
3
Goldman Sachs
3
Goldman Sachs
New York
$2.7M
4
LPL Financial
4
LPL Financial
California
$22.4M
5
GM
5
GeoWealth Management
Illinois
$380K
Name Market Value Shares Shares
Change 		Shares
Change %
Cerity Partners
1
Cerity Partners
New York
$70.7M 702,656 +14,582 +2%
HighTower Advisors
2
HighTower Advisors
Illinois
$30.1M 299,534 +6,833 +2%
Morgan Stanley
3
Morgan Stanley
New York
$28.3M 281,809 +504 +0.2%
LPL Financial
4
LPL Financial
California
$22.4M 222,291 -7,759 -3%
CW
5
CreativeOne Wealth
Kansas
$22M 219,073 -7,402 -3%
DAS
6
Dynamic Advisor Solutions
Arizona
$14M 139,692 +34,377 +33%
AP
7
Appleton Partners
Massachusetts
$8.82M 87,687 +889 +1%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$8.69M 86,439 +26,446 +44%
NEWAS
9
N.E.W. Advisory Services
Wisconsin
$8.62M 85,676 +44,149 +106%
RW
10
RVW Wealth
California
$6.96M 69,200 -3,608 -5%
1WM
11
1900 Wealth Management
Texas
$4.94M 49,100 +1,811 +4%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$4.53M 45,070 +902 +2%
Jones Financial Companies
13
Jones Financial Companies
Missouri
$4.33M 43,326 +16,432 +61%
Bank of America
14
Bank of America
North Carolina
$3.05M 30,364 +2,587 +9%
TC
15
Trilogy Capital
California
$2.82M 27,990 -115,338 -80%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$2.77M 27,579 +2,381 +9%
Goldman Sachs
17
Goldman Sachs
New York
$2.7M 26,846 -16,673 -38%
GLA
18
Good Life Advisors
Pennsylvania
$2.67M 26,546 +26,546 New
KAS
19
Kestra Advisory Services
Texas
$2.57M 25,597 +742 +3%
MA
20
MAS Advisors
Florida
$2.54M 25,303 +7,744 +44%
SWTS
21
Stonehaven Wealth & Tax Solutions
Wisconsin
$2.13M 21,154 +4,133 +24%
Stifel Financial
22
Stifel Financial
Missouri
$1.89M 18,763 +6,937 +59%
JPMorgan Chase & Co
23
JPMorgan Chase & Co
New York
$1.81M 17,975 +1,384 +8%
KW
24
KWB Wealth
California
$1.78M 17,401 +907 +5%
PAG
25
Private Advisor Group
New Jersey
$1.72M 17,131 +438 +3%
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