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JPMorgan Diversified Return US Mid Cap Equity ETF

35 hedge funds and large institutions have $182M invested in JPMorgan Diversified Return US Mid Cap Equity ETF in 2021 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 11 increasing their positions, 14 reducing their positions, and 2 closing their positions.

Holders
35
Holders Change
+3
Holders Change %
+9.38%
% of All Funds
0.62%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
5
Increased
11
Reduced
14
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CPO
1
Cerity Partners OCIO
New York
$66.6M 803,844 +15,716 +2%
CW
2
CreativeOne Wealth
Kansas
$39M 470,558 +3,885 +0.8%
TC
3
Trilogy Capital
California
$13.9M 167,593 +1,032 +0.6%
GM
4
GeoWealth Management
Illinois
$11.9M 143,157 +13,027 +10%
RW
5
RVW Wealth
California
$10M 117,268 -127,237 -52%
RPSA
6
Richard P. Slaughter Associates
Texas
$7.75M 93,587 -49,961 -35%
AP
7
Appleton Partners
Massachusetts
$6.62M 79,974 +3,986 +5%
Goldman Sachs
8
Goldman Sachs
New York
$5.76M 69,531 +51,491 +285%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$4.84M 58,449 +56,205 +2,505%
Citadel Advisors
10
Citadel Advisors
Florida
$3.32M 40,130 +40,130 New
Bank of America
11
Bank of America
North Carolina
$2.46M 29,653 -4,191 -12%
LPL Financial
12
LPL Financial
California
$2.41M 29,137 -478 -2%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$1.94M 23,385 -3,467 -13%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$1.39M 16,815 +4,806 +40%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$770K 9,310 -1,303 -12%
Ameriprise
16
Ameriprise
Minnesota
$632K 7,632 +7,632 New
FWM
17
Frontier Wealth Management
Missouri
$556K 6,720 -434 -6%
Osaic Holdings
18
Osaic Holdings
Arizona
$507K 6,131 -3,155 -34%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$452K 5,461 -385 -7%
WI
20
WBI Investments
New Jersey
$352K 4,251 +680 +19%
MPCG
21
Matrix Private Capital Group
New York
$119K 1,434
HS
22
Horan Securities
United States
$118K 1,430 -1,999 -58%
Morgan Stanley
23
Morgan Stanley
New York
$89K 1,074 -15,559 -94%
SFSIG
24
San Francisco Sentry Investment Group
California
$83K 1,002 -67 -6%
HR
25
Howe & Rusling
New York
$42K 512 +299 +140%