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JPMorgan Diversified Return US Mid Cap Equity ETF

87 hedge funds and large institutions have $228M invested in JPMorgan Diversified Return US Mid Cap Equity ETF in 2025 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 26 increasing their positions, 36 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
87
Holders Change
+3
Holders Change %
+3.57%
% of All Funds
1.17%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
11
Increased
26
Reduced
36
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$44.6M +$15.4M +148,136 +53%
HighTower Advisors
2
HighTower Advisors
Illinois
$30.6M -$511K -4,930 -2%
LPL Financial
3
LPL Financial
California
$23.9M +$807K +7,781 +4%
DAS
4
Dynamic Advisor Solutions
Arizona
$15.7M +$1.17M +11,267 +8%
Cerity Partners
5
Cerity Partners
New York
$10.4M -$62.5M -602,494 -86%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$9.73M +$761K +7,342 +8%
AP
7
Appleton Partners
Massachusetts
$9.18M +$81.9K +790 +0.9%
CW
8
CreativeOne Wealth
Kansas
$7.52M -$15.2M -146,560 -67%
RW
9
RVW Wealth
California
$7.07M -$103K -994 -1%
Jones Financial Companies
10
Jones Financial Companies
Missouri
$6.78M +$2.3M +22,216 +51%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$6.14M +$1.46M +14,094 +31%
1WM
12
1900 Wealth Management
Texas
$4.93M -$162K -1,560 -3%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$3.75M +$894K +8,621 +31%
Bank of America
14
Bank of America
North Carolina
$3.11M -$40.1K -387 -1%
GLA
15
Good Life Advisors
Pennsylvania
$2.85M +$95.1K +917 +3%
TC
16
Trilogy Capital
California
$2.35M -$551K -5,316 -19%
SWTS
17
Stonehaven Wealth & Tax Solutions
Wisconsin
$2.31M +$116K +1,116 +5%
MA
18
MAS Advisors
Florida
$2.26M -$359K -3,465 -14%
Stifel Financial
19
Stifel Financial
Missouri
$2.11M +$162K +1,564 +8%
KAS
20
Kestra Advisory Services
Texas
$2.08M -$574K -5,537 -22%
PAG
21
Private Advisor Group
New Jersey
$1.97M +$194K +1,872 +11%
KW
22
KWB Wealth
California
$1.81M +$60K +597 +3%
Raymond James Financial
23
Raymond James Financial
Florida
$1.61M -$80.5K -776 -5%
LAS
24
LWM Advisory Services
Florida
$1.56M -$2.39K -23 -0.2%
GCM
25
Gallacher Capital Management
Colorado
$1.37M -$8.4K -81 -0.6%