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JPMorgan Diversified Return US Mid Cap Equity ETF

93 hedge funds and large institutions have $251M invested in JPMorgan Diversified Return US Mid Cap Equity ETF in 2025 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 27 increasing their positions, 34 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 7

4% more funds holding

Funds holding: 8993 (+4)

5% more capital invested

Capital invested by funds: $239M → $251M (+$11.5M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

3.93% less ownership

Funds ownership: 67.82%63.9% (-3.9%)

21% less repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 34

Holders
93
Holders Change
+4
Holders Change %
+4.49%
% of All Funds
1.22%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
13
Increased
27
Reduced
34
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$47.6M +$925K +8,687 +2%
HighTower Advisors
2
HighTower Advisors
Illinois
$34M +$2.02M +18,997 +6%
LPL Financial
3
LPL Financial
California
$24.6M -$317K -2,972 -1%
DAS
4
Dynamic Advisor Solutions
Arizona
$16.9M +$495K +4,649 +3%
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$12.1M +$1.91M +17,971 +19%
Cerity Partners
6
Cerity Partners
New York
$10.7M -$132K -1,242 -1%
Jones Financial Companies
7
Jones Financial Companies
Missouri
$10.4M +$3.25M +30,474 +46%
AP
8
Appleton Partners
Massachusetts
$9.72M +$128K +1,202 +1%
RW
9
RVW Wealth
California
$7.28M -$110K -1,035 -2%
SA
10
Sanctuary Advisors
Indiana
$7.27M +$2.26M +21,190 +46%
MWM
11
Manske Wealth Management
Texas
$5.83M -$38.6K -362 -0.7%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$5.51M -$888K -8,335 -14%
1WM
13
1900 Wealth Management
Texas
$5.16M +$213 +2 +0%
Bank of America
14
Bank of America
North Carolina
$3.97M +$703K +6,597 +22%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$2.5M -$1.4M -13,120 -36%
SWTS
16
Stonehaven Wealth & Tax Solutions
Wisconsin
$2.4M -$15.8K -148 -0.7%
MA
17
MAS Advisors
Florida
$2.37M
Stifel Financial
18
Stifel Financial
Missouri
$2.36M +$151K +1,416 +7%
TC
19
Trilogy Capital
California
$2.26M -$200K -1,879 -8%
PAG
20
Private Advisor Group
New Jersey
$2.14M +$73.6K +691 +4%
CW
21
CreativeOne Wealth
Kansas
$2.13M -$5.64M -52,902 -73%
Raymond James Financial
22
Raymond James Financial
Florida
$2.06M +$365K +3,425 +22%
KW
23
KWB Wealth
California
$1.87M +$746 +7 +0%
LAS
24
LWM Advisory Services
Florida
$1.68M +$45.1K +423 +3%
KAS
25
Kestra Advisory Services
Texas
$1.65M -$519K -4,868 -24%

JPME Hedge Fund Activity: Q3 2025 in Review

93 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) for Q3 2025, worth a combined $251M — up 4.8% from $239M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new JPME positions and 7 closed out — a net gain of 6 holders — while 27 added to existing stakes and 34 trimmed.

The largest buyer was Jones Financial Companies, adding an estimated $3.25M. The largest seller was CreativeOne Wealth, cutting an estimated $5.64M.

  • 93 institutional investors held JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) as of Q3 2025, up from 89 in Q2 2025.
  • Funds reported $251M of JPMorgan Diversified Return US Mid Cap Equity ETF stock for Q3 2025, up 4.8% quarter-over-quarter.
  • 13 funds opened new JPMorgan Diversified Return US Mid Cap Equity ETF positions in Q3 2025 and 7 closed out, a net change of +6 holders.
  • The largest JPMorgan Diversified Return US Mid Cap Equity ETF buyer in Q3 2025 was Jones Financial Companies, an estimated $3.25M added.
  • The largest JPMorgan Diversified Return US Mid Cap Equity ETF seller in Q3 2025 was CreativeOne Wealth, an estimated $5.64M sold.

Based on aggregated 13F filings for Q3 2025.