JPME icon

JPMorgan Diversified Return US Mid Cap Equity ETF

27 hedge funds and large institutions have $133M invested in JPMorgan Diversified Return US Mid Cap Equity ETF in 2020 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 13 increasing their positions, 6 reducing their positions, and 10 closing their positions.

Holders
27
Holders Change
-6
Holders Change %
-18.18%
% of All Funds
0.6%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
6
Increased
13
Reduced
6
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CPO
1
Cerity Partners OCIO
New York
$39.7M 797,403 +140,234 +21%
CW
2
CreativeOne Wealth
Kansas
$19.1M 384,052 +8,505 +2%
FVWA
3
Foster Victor Wealth Advisors
South Carolina
$15.3M 291,305 +19,996 +7%
TC
4
Trilogy Capital
California
$9.54M 169,641 +16,572 +11%
RW
5
RVW Wealth
California
$9.53M 191,255 +191,255 New
AssetMark Inc
6
AssetMark Inc
California
$8.13M 163,103 +28,108 +21%
RPSA
7
Richard P. Slaughter Associates
Texas
$6.19M 124,235 +23,526 +23%
GM
8
GeoWealth Management
Illinois
$4.04M 81,086 +5,637 +7%
Bank of America
9
Bank of America
North Carolina
$4.02M 80,601 +2,479 +3%
AP
10
Appleton Partners
Massachusetts
$3.82M 76,611 +831 +1%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$2.83M 56,676 +56,676 New
RJFSA
12
Raymond James Financial Services Advisors
Florida
$2.77M 55,615 -32,876 -37%
MPWT
13
MassMutual Private Wealth & Trust
Connecticut
$2.29M 46,002 +9,035 +24%
FWM
14
Frontier Wealth Management
Missouri
$1.38M 27,725 -8,434 -23%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$1.03M 20,656 -9,092 -31%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$901K 18,096 +251 +1%
LPL Financial
17
LPL Financial
California
$806K 16,171 +12,238 +311%
LNC
18
Lincoln National Corp
Pennsylvania
$470K 9,432 -10,424 -52%
Osaic Holdings
19
Osaic Holdings
Arizona
$435K 8,728 +8,728 New
SFSIG
20
San Francisco Sentry Investment Group
California
$78K 1,573 +7 +0.4%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$45K 904 -74 -8%
JPMorgan Chase & Co
22
JPMorgan Chase & Co
New York
$22K 444
SFS
23
Sowell Financial Services
Arkansas
$4K 76 -453 -86%
IRC
24
Investors Research Corp
Georgia
$2K 36
Morgan Stanley
25
Morgan Stanley
New York
$2K 48 +48 New