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JPMorgan Diversified Return US Mid Cap Equity ETF

75 hedge funds and large institutions have $305M invested in JPMorgan Diversified Return US Mid Cap Equity ETF in 2023 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 29 increasing their positions, 25 reducing their positions, and 8 closing their positions.

Holders
75
Holders Change
+9
Holders Change %
+13.64%
% of All Funds
1.1%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
17
Increased
29
Reduced
25
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Jane Street
51
Jane Street
New York
$230K 2,506 -16,812 -87%
Stifel Financial
52
Stifel Financial
Missouri
$213K 2,321 +2,321 New
SWM
53
Sanctuary Wealth Management
Idaho
$209K 2,275 +399 +21%
EWA
54
EverSource Wealth Advisors
Alabama
$185K 2,018 +2,018 New
GRP
55
Global Retirement Partners
California
$169K 1,872 -933 -33%
AWM
56
Aspire Wealth Management
Massachusetts
$98.3K 1,070 -61 -5%
Fidelity Investments
57
Fidelity Investments
Massachusetts
$62.1K 676 +71 +12%
BFEC
58
Benjamin F. Edwards & Company
Missouri
$62K 670 +421 +169%
PS
59
Principal Securities
Iowa
$45.9K 500 +500 New
Citigroup
60
Citigroup
New York
$32.6K 355
CA
61
Clearstead Advisors
Ohio
$29.7K 323 +323 New
IA
62
IFP Advisors
Florida
$28.3K 308 -1,375 -82%
FFA
63
Frazier Financial Advisors
Ohio
$22.1K 241 +241 New
PTC
64
Private Trust Company
Ohio
$13.8K 150 -90 -38%
RA
65
Rise Advisors
New York
$8.53K 93 +1 +1%
CIM
66
Contravisory Investment Management
Massachusetts
$7.9K 86 +86 New
AWM
67
Avior Wealth Management
Nebraska
$7.17K 78
BCWM
68
Bartlett & Co Wealth Management
Ohio
$5.45K 59 +57 +2,850%
BC
69
Bartlett & Co
Ohio
$5K 59 +57 +2,850%
APC
70
Aspire Private Capital
North Carolina
$4.41K 48 -251 -84%
IRC
71
Investors Research Corp
Georgia
$3.31K 36
TIM
72
Tortoise Investment Management
New York
$2.3K 25
FWM
73
FSA Wealth Management
Massachusetts
$2K 25 +25 New
AssetMark Inc
74
AssetMark Inc
California
$92 1 +1 New
BWL
75
Bogart Wealth LLC
Virginia
$92 1 +1 New