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JPMorgan Diversified Return US Mid Cap Equity ETF

34 hedge funds and large institutions have $155M invested in JPMorgan Diversified Return US Mid Cap Equity ETF in 2020 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 8 increasing their positions, 12 reducing their positions, and 3 closing their positions.

Holders
34
Holders Change
+7
Holders Change %
+25.93%
% of All Funds
0.7%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
10
Increased
8
Reduced
12
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CPO
1
Cerity Partners OCIO
New York
$49.7M 823,183 +25,780 +3%
CW
2
CreativeOne Wealth
Kansas
$25.4M 421,421 +37,369 +10%
RW
3
RVW Wealth
California
$14.6M 241,438 +50,183 +26%
TC
4
Trilogy Capital
California
$10.4M 166,066 -3,575 -2%
AssetMark Inc
5
AssetMark Inc
California
$9.39M 155,472 -7,631 -5%
RPSA
6
Richard P. Slaughter Associates
Texas
$9.35M 154,825 +30,590 +25%
Citadel Advisors
7
Citadel Advisors
Florida
$5.39M 89,224 +89,224 New
GM
8
GeoWealth Management
Illinois
$5.38M 89,158 +8,072 +10%
AP
9
Appleton Partners
Massachusetts
$4.53M 75,001 -1,610 -2%
Bank of America
10
Bank of America
North Carolina
$4.23M 70,043 -10,558 -13%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$3.23M 53,564 +52,660 +5,825%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$2.72M 45,126 -10,489 -19%
MPWT
13
MassMutual Private Wealth & Trust
Connecticut
$2.54M 41,990 -4,012 -9%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$1.98M 32,821 -23,855 -42%
LPL Financial
15
LPL Financial
California
$1.78M 29,419 +13,248 +82%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$1.2M 19,841 -815 -4%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$957K 15,860 -2,236 -12%
Osaic Holdings
18
Osaic Holdings
Arizona
$584K 9,682 +954 +11%
FWM
19
Frontier Wealth Management
Missouri
$516K 8,550 -19,175 -69%
FVWA
20
Foster Victor Wealth Advisors
South Carolina
$443K 7,339 -283,966 -97%
SWP
21
Summit Wealth Partners
Florida
$349K 5,780 +5,780 New
ECM
22
ETrade Capital Management
Virginia
$263K 4,358 +4,358 New
Citigroup
23
Citigroup
New York
$181K 2,994 +2,994 New
SFSIG
24
San Francisco Sentry Investment Group
California
$67K 1,118 -455 -29%
CAN
25
Cetera Advisor Networks
California
$46K 755 +755 New