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JPMorgan Diversified Return US Mid Cap Equity ETF

46 hedge funds and large institutions have $194M invested in JPMorgan Diversified Return US Mid Cap Equity ETF in 2022 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 17 increasing their positions, 13 reducing their positions, and 6 closing their positions.

Holders
46
Holders Change
+3
Holders Change %
+6.98%
% of All Funds
0.78%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
9
Increased
17
Reduced
13
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CPO
1
Cerity Partners OCIO
New York
$65.5M 812,010 -3,632 -0.4%
CW
2
CreativeOne Wealth
Kansas
$28.2M 349,319 -7,048 -2%
SL
3
Systelligence LLC
Minnesota
$20.6M 255,237 +203,369 +392%
TC
4
Trilogy Capital
California
$12M 148,472 -1,164 -0.8%
GM
5
GeoWealth Management
Illinois
$11.6M 143,979 +1,764 +1%
1WM
6
1900 Wealth Management
Texas
$8.8M 109,025 -17,133 -14%
RW
7
RVW Wealth
California
$8.5M 105,313 -597 -0.6%
AP
8
Appleton Partners
Massachusetts
$7.13M 88,377 +425 +0.5%
Jane Street
9
Jane Street
New York
$4.69M 58,044 +47,938 +474%
LPL Financial
10
LPL Financial
California
$4.31M 53,421 +12,242 +30%
Bank of America
11
Bank of America
North Carolina
$3.86M 47,807 +18,806 +65%
Northwestern Mutual Wealth Management
12
Northwestern Mutual Wealth Management
Wisconsin
$3.78M 46,834 +46,834 New
LAS
13
LWM Advisory Services
Florida
$1.9M 23,535 +19,573 +494%
RPSA
14
Richard P. Slaughter Associates
Texas
$1.64M 20,377 -45,861 -69%
AC
15
Apella Capital
Connecticut
$1.62M 20,025 -509 -2%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$1.57M 19,491 -431 -2%
Morgan Stanley
17
Morgan Stanley
New York
$1.24M 15,372 +516 +3%
HighTower Advisors
18
HighTower Advisors
Illinois
$1.21M 14,996 +14,996 New
AWS
19
Atria Wealth Solutions
New York
$820K 10,164 +6,989 +220%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$729K 9,041 +209 +2%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$695K 8,611 +172 +2%
Citadel Advisors
22
Citadel Advisors
Florida
$638K 7,907 +7,907 New
Osaic Holdings
23
Osaic Holdings
Arizona
$632K 7,843 +969 +14%
Ameriprise
24
Ameriprise
Minnesota
$582K 7,213 -282 -4%
PAG
25
Private Advisor Group
New Jersey
$292K 3,615 +863 +31%