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JPMorgan Diversified Return US Mid Cap Equity ETF

79 hedge funds and large institutions have $295M invested in JPMorgan Diversified Return US Mid Cap Equity ETF in 2024 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 26 increasing their positions, 35 reducing their positions, and 7 closing their positions.

Holders
79
Holders Change
+4
Holders Change %
+5.33%
% of All Funds
1.15%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
12
Increased
26
Reduced
35
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
FWA
51
FSM Wealth Advisors
Ohio
$320K 3,229 +483 +18%
KPWS
52
Kestra Private Wealth Services
Texas
$290K 2,925 +2,925 New
PA
53
PFG Advisors
Arizona
$284K 2,869 +2,869 New
IF
54
Intrua Financial
Texas
$208K 2,102 +2,102 New
RJA
55
Raymond James & Associates
Florida
$201K 2,027 +2,027 New
GRP
56
Global Retirement Partners
California
$186K 1,877 +5 +0.3%
SWM
57
Sanctuary Wealth Management
Idaho
$181K 1,830 -445 -20%
EWA
58
EverSource Wealth Advisors
Alabama
$169K 1,799 -219 -11%
AWM
59
Aspire Wealth Management
Massachusetts
$98.6K 995 -75 -7%
Fidelity Investments
60
Fidelity Investments
Massachusetts
$71K 716 +40 +6%
BFEC
61
Benjamin F. Edwards & Company
Missouri
$68K 685 +15 +2%
PS
62
Principal Securities
Iowa
$59.6K 601 +101 +20%
Citigroup
63
Citigroup
New York
$50.1K 505 +150 +42%
IA
64
IFP Advisors
Florida
$30.6K 309 +1 +0.3%
PTC
65
Private Trust Company
Ohio
$18.2K 184 +34 +23%
HGERS
66
Householder Group Estate & Retirement Specialist
Arizona
$9.72K 98 +98 New
RA
67
Rise Advisors
New York
$9.22K 93
AWM
68
Avior Wealth Management
Nebraska
$7.73K 78
APC
69
Aspire Private Capital
North Carolina
$4.66K 47 -1 -2%
AssetMark Inc
70
AssetMark Inc
California
$3.67K 37 +36 +3,600%
IRC
71
Investors Research Corp
Georgia
$3.57K 36
TIM
72
Tortoise Investment Management
New York
$2.48K 25
FWM
73
FSA Wealth Management
Massachusetts
$2.48K 25
BCWM
74
Bartlett & Co Wealth Management
Ohio
$1.49K 15 -44 -75%
NFSG
75
Newbridge Financial Services Group
Florida
$694 7 +7 New