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JPMorgan Diversified Return US Mid Cap Equity ETF

89 hedge funds and large institutions have $239M 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, 29 increasing their positions, 35 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 8

3% more funds holding

Funds holding: 8689 (+3)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

7.69% less ownership

Funds ownership: 75.52%67.82% (-7.7%)

17% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 35

20% less capital invested

Capital invested by funds: $298M → $239M (-$59.3M)

Holders
89
Holders Change
+3
Holders Change %
+3.49%
% of All Funds
1.17%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
11
Increased
29
Reduced
35
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$44.6M +$14.8M +148,136 +53%
HighTower Advisors
2
HighTower Advisors
Illinois
$30.6M -$492K -4,930 -2%
LPL Financial
3
LPL Financial
California
$23.9M +$776K +7,781 +4%
DAS
4
Dynamic Advisor Solutions
Arizona
$15.7M +$1.12M +11,267 +8%
Cerity Partners
5
Cerity Partners
New York
$10.4M -$60.1M -602,494 -86%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$9.72M +$732K +7,342 +8%
AP
7
Appleton Partners
Massachusetts
$9.18M +$78.8K +790 +0.9%
CW
8
CreativeOne Wealth
Kansas
$7.52M -$14.6M -146,560 -67%
RW
9
RVW Wealth
California
$7.07M -$99.1K -994 -1%
Jones Financial Companies
10
Jones Financial Companies
Missouri
$6.78M +$2.22M +22,216 +51%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$6.13M +$1.41M +14,094 +31%
MWM
12
Manske Wealth Management
Texas
$5.62M +$528K +5,295 +11%
1WM
13
1900 Wealth Management
Texas
$4.93M -$156K -1,560 -3%
SA
14
Sanctuary Advisors
Indiana
$4.75M +$36K +361 +0.8%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$3.75M +$860K +8,621 +31%
Bank of America
16
Bank of America
North Carolina
$3.11M -$38.6K -387 -1%
GLA
17
Good Life Advisors
Pennsylvania
$2.85M +$91.5K +917 +3%
TC
18
Trilogy Capital
California
$2.35M -$530K -5,316 -19%
SWTS
19
Stonehaven Wealth & Tax Solutions
Wisconsin
$2.31M +$111K +1,116 +5%
MA
20
MAS Advisors
Florida
$2.26M -$346K -3,465 -14%
Stifel Financial
21
Stifel Financial
Missouri
$2.11M +$156K +1,564 +8%
KAS
22
Kestra Advisory Services
Texas
$2.08M -$552K -5,537 -22%
PAG
23
Private Advisor Group
New Jersey
$1.97M +$187K +1,872 +11%
KW
24
KWB Wealth
California
$1.81M +$59.5K +597 +3%
Raymond James Financial
25
Raymond James Financial
Florida
$1.61M -$77.4K -776 -5%

JPME Hedge Fund Activity: Q2 2025 in Review

89 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) for Q2 2025, worth a combined $239M — down 20% from $298M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new JPME positions and 8 closed out — a net gain of 3 holders — while 29 added to existing stakes and 35 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $14.8M. The largest seller was Cerity Partners, cutting an estimated $60.1M.

  • 89 institutional investors held JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) as of Q2 2025, up from 86 in Q1 2025.
  • Funds reported $239M of JPMorgan Diversified Return US Mid Cap Equity ETF stock for Q2 2025, down 20% quarter-over-quarter.
  • 11 funds opened new JPMorgan Diversified Return US Mid Cap Equity ETF positions in Q2 2025 and 8 closed out, a net change of +3 holders.
  • The largest JPMorgan Diversified Return US Mid Cap Equity ETF buyer in Q2 2025 was Morgan Stanley, an estimated $14.8M added.
  • The largest JPMorgan Diversified Return US Mid Cap Equity ETF seller in Q2 2025 was Cerity Partners, an estimated $60.1M sold.

Based on aggregated 13F filings for Q2 2025.