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JPMorgan Diversified Return US Mid Cap Equity ETF

102 hedge funds and large institutions have $267M invested in JPMorgan Diversified Return US Mid Cap Equity ETF in 2025 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 40 increasing their positions, 27 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 8

48% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 27

10% more funds holding

Funds holding: 93102 (+9)

7% more capital invested

Capital invested by funds: $251M → $267M (+$16.5M)

5.84% more ownership

Funds ownership: 63.9%69.74% (+5.8%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
102
Holders Change
+9
Holders Change %
+9.68%
% of All Funds
1.24%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
20
Increased
40
Reduced
27
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
$48.5M +$849K +7,851 +2%
HighTower Advisors
2
HighTower Advisors
Illinois
$36.8M +$2.7M +24,973 +8%
LPL Financial
3
LPL Financial
California
$26.6M +$1.91M +17,682 +8%
DAS
4
Dynamic Advisor Solutions
Arizona
$16.7M -$211K -1,956 -1%
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$13.4M +$1.23M +11,355 +10%
Jones Financial Companies
6
Jones Financial Companies
Missouri
$12.1M +$1.64M +15,143 +16%
Cerity Partners
7
Cerity Partners
New York
$10.3M -$482K -4,460 -5%
AP
8
Appleton Partners
Massachusetts
$9.97M +$223K +2,063 +2%
SA
9
Sanctuary Advisors
Indiana
$7.54M +$254K +2,349 +4%
RW
10
RVW Wealth
California
$7.1M -$196K -1,809 -3%
MWM
11
Manske Wealth Management
Texas
$5.96M +$113K +1,042 +2%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$5.82M +$291K +2,689 +5%
1WM
13
1900 Wealth Management
Texas
$5.17M +$216 +2 +0%
Bank of America
14
Bank of America
North Carolina
$4.15M +$178K +1,643 +4%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$2.57M +$66.1K +611 +3%
SWTS
16
Stonehaven Wealth & Tax Solutions
Wisconsin
$2.47M +$64.3K +595 +3%
Stifel Financial
17
Stifel Financial
Missouri
$2.43M +$69.8K +646 +3%
TC
18
Trilogy Capital
California
$2.16M -$103K -954 -5%
KW
19
KWB Wealth
California
$2.12M +$162K +1,499 +8%
Raymond James Financial
20
Raymond James Financial
Florida
$2.07M +$12.1K +112 +0.6%
PAG
21
Private Advisor Group
New Jersey
$2.07M -$73.4K -679 -3%
Osaic Holdings
22
Osaic Holdings
Arizona
$2M +$563K +5,211 +40%
CW
23
CreativeOne Wealth
Kansas
$1.83M -$299K -2,765 -14%
EAM
24
Empirical Asset Management
Massachusetts
$1.76M +$682K +6,306 +64%
LAS
25
LWM Advisory Services
Florida
$1.75M +$65.9K +610 +4%

JPME Hedge Fund Activity: Q4 2025 in Review

102 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) for Q4 2025, worth a combined $267M — up 6.6% from $251M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new JPME positions and 8 closed out — a net gain of 12 holders — while 40 added to existing stakes and 27 trimmed.

The largest buyer was HighTower Advisors, adding an estimated $2.7M. The largest seller was Goldman Sachs, exiting entirely with an estimated $820K sold.

  • 102 institutional investors held JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) as of Q4 2025, up from 93 in Q3 2025.
  • Funds reported $267M of JPMorgan Diversified Return US Mid Cap Equity ETF stock for Q4 2025, up 6.6% quarter-over-quarter.
  • 20 funds opened new JPMorgan Diversified Return US Mid Cap Equity ETF positions in Q4 2025 and 8 closed out, a net change of +12 holders.
  • The largest JPMorgan Diversified Return US Mid Cap Equity ETF buyer in Q4 2025 was HighTower Advisors, an estimated $2.7M added.
  • The largest JPMorgan Diversified Return US Mid Cap Equity ETF seller in Q4 2025 was Goldman Sachs, an estimated $820K sold.

Based on aggregated 13F filings for Q4 2025.