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JPMorgan Diversified Return US Mid Cap Equity ETF

60 hedge funds and large institutions have $243M invested in JPMorgan Diversified Return US Mid Cap Equity ETF in 2022 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 23 increasing their positions, 14 reducing their positions, and 6 closing their positions.

Holders
60
Holders Change
+7
Holders Change %
+13.21%
% of All Funds
0.97%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
15
Increased
23
Reduced
14
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
GCM
26
Gallacher Capital Management
Colorado
$1.31M 15,537 +15,537 New
GVAG
27
Great Valley Advisor Group
Delaware
$1.09M 12,998 +12,998 New
KAS
28
Kestra Advisory Services
Texas
$849K 10,082 +2,746 +37%
SWP
29
Stratos Wealth Partners
Ohio
$811K 9,634 +9,634 New
AWS
30
Atria Wealth Solutions
New York
$809K 9,616 +775 +9%
DAS
31
Dynamic Advisor Solutions
Arizona
$789K 9,377 +6,199 +195%
PAG
32
Private Advisor Group
New Jersey
$564K 10,691 +7,548 +240%
TFS
33
Thoroughbred Financial Services
Tennessee
$556K 6,611 +2,218 +50%
GA
34
Goldstein Advisors
Wisconsin
$552K 6,561 +6,561 New
Osaic Holdings
35
Osaic Holdings
Arizona
$548K 6,503 -1,077 -14%
EAM
36
Empirical Asset Management
Massachusetts
$459K 5,454 +808 +17%
Envestnet Asset Management
37
Envestnet Asset Management
Illinois
$328K 3,898 +3,898 New
WI
38
WBI Investments
New Jersey
$269K 3,192 +3,192 New
CAPTRUST Financial Advisors
39
CAPTRUST Financial Advisors
North Carolina
$246K 2,917 +123 +4%
GWP
40
Gateway Wealth Partners
Wisconsin
$243K 2,882 +2,882 New
JPMorgan Chase & Co
41
JPMorgan Chase & Co
New York
$132K 1,569 +1,569 New
MCC
42
Money Concepts Capital
Florida
$131K 1,558 +461 +42%
MPCG
43
Matrix Private Capital Group
New York
$121K 1,434
HS
44
Horan Securities
United States
$119K 1,413 -491 -26%
IA
45
IFP Advisors
Florida
$107K 1,634 -641 -28%
APC
46
Aspire Private Capital
North Carolina
$81.3K 966 +184 +24%
FCA
47
Fortis Capital Advisors
Kansas
$79.7K 947 +947 New
BAM
48
Belpointe Asset Management
Nevada
$79.7K 947 +947 New
CFGS
49
Concourse Financial Group Securities
Alabama
$59.6K 708
CSPIA
50
Cary Street Partners Investment Advisory
Virginia
$48K 570 +570 New