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JPMorgan Diversified Return US Mid Cap Equity ETF

110 hedge funds and large institutions have $269M invested in JPMorgan Diversified Return US Mid Cap Equity ETF in 2026 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 34 increasing their positions, 35 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

183% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 6

8% more funds holding

Funds holding: 102110 (+8)

1% more capital invested

Capital invested by funds: $267M → $269M (+$2.35M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3% less repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 35

2.46% less ownership

Funds ownership: 69.74%67.27% (-2.5%)

Holders
110
Holders Change
+8
Holders Change %
+7.84%
% of All Funds
1.35%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
17
Increased
34
Reduced
35
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$47.1M -$4.03M -35,046 -8%
HighTower Advisors
2
HighTower Advisors
Illinois
$40.7M +$1.92M +16,683 +5%
LPL Financial
3
LPL Financial
California
$28.7M +$689K +5,994 +2%
Jones Financial Companies
4
Jones Financial Companies
Missouri
$15.1M +$2.56M +22,304 +20%
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$14.1M +$6.09K +53 +0%
AP
6
Appleton Partners
Massachusetts
$10.6M +$96.2K +837 +0.9%
Cerity Partners
7
Cerity Partners
New York
$10.6M -$228K -1,986 -2%
RW
8
RVW Wealth
California
$7.29M -$199K -1,732 -3%
MWM
9
Manske Wealth Management
Texas
$6.85M +$575K +5,004 +9%
SA
10
Sanctuary Advisors
Indiana
$6.26M -$1.69M -14,725 -21%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$6.25M +$124K +1,081 +2%
1WM
12
1900 Wealth Management
Texas
$5.31M -$138K -1,200 -3%
Bank of America
13
Bank of America
North Carolina
$3.93M -$445K -3,875 -10%
Osaic Holdings
14
Osaic Holdings
Arizona
$3.4M +$1.29M +11,259 +61%
EH
15
Equitable Holdings
New York
$2.76M +$2.77M +24,064 New
SWTS
16
Stonehaven Wealth & Tax Solutions
Wisconsin
$2.62M +$19.9K +173 +0.8%
MWM
17
Modern Wealth Management
Kansas
$2.52M +$2.52M +21,930 New
DAS
18
Dynamic Advisor Solutions
Arizona
$2.29M -$15.4M -133,681 -87%
Raymond James Financial
19
Raymond James Financial
Florida
$2.25M +$68.9K +599 +3%
PAG
20
Private Advisor Group
New Jersey
$2.2M +$24.4K +212 +1%
KW
21
KWB Wealth
California
$2.12M
AIM
22
Advyzon Investment Management
Illinois
$2.11M +$355K +3,088 +20%
TC
23
Trilogy Capital
California
$2.06M -$209K -1,819 -9%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$2.05M -$668K -5,810 -25%
CW
25
CreativeOne Wealth
Kansas
$1.8M -$125K -1,087 -6%