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JPMorgan Diversified Return US Mid Cap Equity ETF

35 hedge funds and large institutions have $156M invested in JPMorgan Diversified Return US Mid Cap Equity ETF in 2020 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 9 increasing their positions, 14 reducing their positions, and 5 closing their positions.

Holders
35
Holders Change
+1
Holders Change %
+2.94%
% of All Funds
0.71%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.06%
New
6
Increased
9
Reduced
14
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CPO
1
Cerity Partners OCIO
New York
$52.7M 822,412 -771 -0.1%
CW
2
CreativeOne Wealth
Kansas
$28.5M 444,540 +23,119 +5%
RW
3
RVW Wealth
California
$15.3M 239,249 -2,189 -0.9%
TC
4
Trilogy Capital
California
$10.6M 164,948 -1,118 -0.7%
AssetMark Inc
5
AssetMark Inc
California
$10.4M 161,809 +6,337 +4%
RPSA
6
Richard P. Slaughter Associates
Texas
$9.01M 140,459 -14,366 -9%
GM
7
GeoWealth Management
Illinois
$8.13M 126,672 +37,514 +42%
AP
8
Appleton Partners
Massachusetts
$4.84M 75,482 +481 +0.6%
Bank of America
9
Bank of America
North Carolina
$4.15M 64,759 -5,284 -8%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$2.39M 37,249 -7,877 -17%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$2.01M 31,369 -1,452 -4%
LPL Financial
12
LPL Financial
California
$1.89M 29,464 +45 +0.2%
WI
13
WBI Investments
New Jersey
$1M 15,629 +15,629 New
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$969K 15,105 -38,459 -72%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$769K 12,000 -3,860 -24%
Osaic Holdings
16
Osaic Holdings
Arizona
$592K 9,274 -408 -4%
ECM
17
ETrade Capital Management
Virginia
$567K 8,838 +4,480 +103%
FWM
18
Frontier Wealth Management
Missouri
$474K 7,388 -1,162 -14%
SWP
19
Summit Wealth Partners
Florida
$387K 6,031 +251 +4%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$374K 5,834 -14,007 -71%
Citigroup
21
Citigroup
New York
$192K 2,994
HS
22
Horan Securities
United States
$119K 1,860 +1,860 New
HCA
23
Horan Capital Advisors
Ohio
$109K 1,704 +1,704 New
SFSIG
24
San Francisco Sentry Investment Group
California
$72K 1,122 +4 +0.4%
Morgan Stanley
25
Morgan Stanley
New York
$34K 536 +536 New