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JPMorgan Diversified Return US Mid Cap Equity ETF

32 hedge funds and large institutions have $202M invested in JPMorgan Diversified Return US Mid Cap Equity ETF in 2020 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 11 increasing their positions, 11 reducing their positions, and 6 closing their positions.

Holders
32
Holders Change
-3
Holders Change %
-8.57%
% of All Funds
0.57%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
4
Increased
11
Reduced
11
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CPO
1
Cerity Partners OCIO
New York
$59.3M 788,128 -34,284 -4%
CW
2
CreativeOne Wealth
Kansas
$35.1M 466,673 +22,133 +5%
1WM
3
1900 Wealth Management
Texas
$18.8M 250,372 +250,372 New
RW
4
RVW Wealth
California
$18M 244,505 +5,256 +2%
TC
5
Trilogy Capital
California
$12.5M 166,561 +1,613 +1%
AssetMark Inc
6
AssetMark Inc
California
$11.6M 154,776 -7,033 -4%
RPSA
7
Richard P. Slaughter Associates
Texas
$10.8M 143,548 +3,089 +2%
GM
8
GeoWealth Management
Illinois
$9.79M 130,130 +3,458 +3%
Jane Street
9
Jane Street
New York
$6.16M 81,891 +81,891 New
AP
10
Appleton Partners
Massachusetts
$5.71M 75,988 +506 +0.7%
Bank of America
11
Bank of America
North Carolina
$2.55M 33,844 -30,915 -48%
LPL Financial
12
LPL Financial
California
$2.23M 29,615 +151 +0.5%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$2.02M 26,852 -10,397 -28%
Goldman Sachs
14
Goldman Sachs
New York
$1.36M 18,040 +18,040 New
Morgan Stanley
15
Morgan Stanley
New York
$1.25M 16,633 +16,097 +3,003%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$903K 12,009 -19,360 -62%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$797K 10,613 -1,387 -12%
Osaic Holdings
18
Osaic Holdings
Arizona
$699K 9,286 +12 +0.1%
FWM
19
Frontier Wealth Management
Missouri
$538K 7,154 -234 -3%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$439K 5,846 +12 +0.2%
WI
21
WBI Investments
New Jersey
$268K 3,571 -12,058 -77%
HS
22
Horan Securities
United States
$258K 3,429 +1,569 +84%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$169K 2,244 -12,861 -85%
MPCG
24
Matrix Private Capital Group
New York
$108K 1,434 +1,434 New
SFSIG
25
San Francisco Sentry Investment Group
California
$80K 1,069 -53 -5%