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JPMorgan Diversified Return US Mid Cap Equity ETF

35 hedge funds and large institutions have $192M invested in JPMorgan Diversified Return US Mid Cap Equity ETF in 2021 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 11 increasing their positions, 14 reducing their positions, and 4 closing their positions.

Holders
35
Holders Change
Holders Change %
0%
% of All Funds
0.61%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
4
Increased
11
Reduced
14
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CPO
1
Cerity Partners OCIO
New York
$71.1M 809,795 +5,951 +0.7%
CW
2
CreativeOne Wealth
Kansas
$25.3M 287,719 -182,839 -39%
1WM
3
1900 Wealth Management
Texas
$14.8M 168,107 -12,196 -7%
TC
4
Trilogy Capital
California
$14.2M 159,659 -7,934 -5%
GM
5
GeoWealth Management
Illinois
$13.8M 156,969 +13,812 +10%
RW
6
RVW Wealth
California
$10M 115,472 -1,796 -2%
Goldman Sachs
7
Goldman Sachs
New York
$9.03M 102,737 +33,206 +48%
RPSA
8
Richard P. Slaughter Associates
Texas
$7.91M 90,013 -3,574 -4%
AP
9
Appleton Partners
Massachusetts
$7.13M 81,218 +1,244 +2%
AC
10
Apella Capital
Connecticut
$3.96M 45,033 +45,033 New
LPL Financial
11
LPL Financial
California
$2.58M 29,404 +267 +0.9%
Bank of America
12
Bank of America
North Carolina
$2.45M 27,910 -1,743 -6%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$2.04M 23,173 -35,276 -60%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$1.97M 22,407 -978 -4%
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$1.37M 15,588 -1,227 -7%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$863K 9,829 +519 +6%
Jane Street
17
Jane Street
New York
$822K 9,356 +9,356 New
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$658K 7,494 +2,033 +37%
Ameriprise
19
Ameriprise
Minnesota
$614K 6,991 -641 -8%
Osaic Holdings
20
Osaic Holdings
Arizona
$528K 6,006 -125 -2%
FWM
21
Frontier Wealth Management
Missouri
$457K 5,207 -1,513 -23%
HS
22
Horan Securities
United States
$132K 1,505 +75 +5%
MPCG
23
Matrix Private Capital Group
New York
$126K 1,434
Morgan Stanley
24
Morgan Stanley
New York
$113K 1,290 +216 +20%
SFSIG
25
San Francisco Sentry Investment Group
California
$88K 1,005 +3 +0.3%