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JPMorgan Diversified Return US Mid Cap Equity ETF

33 hedge funds and large institutions have $189M invested in JPMorgan Diversified Return US Mid Cap Equity ETF in 2021 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 14 increasing their positions, 11 reducing their positions, and 6 closing their positions.

Holders
33
Holders Change
-2
Holders Change %
-5.71%
% of All Funds
0.51%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
4
Increased
14
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
$75.7M 793,799 -27,425 -3%
CW
2
CreativeOne Wealth
Kansas
$27.8M 291,087 +17,902 +7%
TC
3
Trilogy Capital
California
$13.8M 144,153 -6,580 -4%
1WM
4
1900 Wealth Management
Texas
$13.6M 142,506 -4,088 -3%
GM
5
GeoWealth Management
Illinois
$12.4M 130,034 +11,427 +10%
RW
6
RVW Wealth
California
$10.1M 106,187 -3,568 -3%
AP
7
Appleton Partners
Massachusetts
$8.19M 85,883 +2,308 +3%
RPSA
8
Richard P. Slaughter Associates
Texas
$7.22M 75,640 +404 +0.5%
LPL Financial
9
LPL Financial
California
$3.39M 35,572 +1,787 +5%
Bank of America
10
Bank of America
North Carolina
$2.85M 29,867 +1,043 +4%
AC
11
Apella Capital
Connecticut
$2.27M 23,839 -27,585 -54%
Goldman Sachs
12
Goldman Sachs
New York
$1.97M 20,598 -82,139 -80%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$1.92M 20,119 -783 -4%
Morgan Stanley
14
Morgan Stanley
New York
$1.37M 14,374 +177 +1%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$1.04M 10,885 +1,388 +15%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$972K 10,189 -12,950 -56%
CA
17
CoreCap Advisors
Michigan
$946K 9,912 +9,912 New
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$776K 8,130 +634 +8%
Ameriprise
19
Ameriprise
Minnesota
$710K 7,440 +90 +1%
Osaic Holdings
20
Osaic Holdings
Arizona
$648K 6,791 +788 +13%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$633K 6,633 -31,177 -82%
FWM
22
Frontier Wealth Management
Missouri
$431K 4,515 -572 -11%
ACK
23
Andrew C. Karlinski
$144K 1,509 +1,509 New
HS
24
Horan Securities
United States
$144K 1,514 +1,514 New
MPCG
25
Matrix Private Capital Group
New York
$137K 1,434