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JPMorgan Diversified Return US Mid Cap Equity ETF

53 hedge funds and large institutions have $203M invested in JPMorgan Diversified Return US Mid Cap Equity ETF in 2022 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 17 increasing their positions, 17 reducing their positions, and 3 closing their positions.

Holders
53
Holders Change
+7
Holders Change %
+15.22%
% of All Funds
0.92%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
11
Increased
17
Reduced
17
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CPO
1
Cerity Partners OCIO
New York
$61.8M 808,852 -3,158 -0.4%
CW
2
CreativeOne Wealth
Kansas
$27.6M 361,108 +11,789 +3%
SL
3
Systelligence LLC
Minnesota
$19.1M 250,092 -5,145 -2%
TC
4
Trilogy Capital
California
$11.4M 149,801 +1,329 +0.9%
GM
5
GeoWealth Management
Illinois
$11.2M 147,170 +3,191 +2%
LPL Financial
6
LPL Financial
California
$8.2M 107,312 +53,891 +101%
RW
7
RVW Wealth
California
$8.04M 105,220 -93 -0.1%
1WM
8
1900 Wealth Management
Texas
$7.95M 104,055 -4,970 -5%
AP
9
Appleton Partners
Massachusetts
$6.7M 87,637 -740 -0.8%
Jane Street
10
Jane Street
New York
$6.19M 80,968 +22,924 +39%
AWC
11
Adamsbrown Wealth Consultants
Kansas
$5.52M 72,277 +72,277 New
Bank of America
12
Bank of America
North Carolina
$3.59M 47,035 -772 -2%
Northwestern Mutual Wealth Management
13
Northwestern Mutual Wealth Management
Wisconsin
$3.37M 44,147 -2,687 -6%
Ameriprise
14
Ameriprise
Minnesota
$2.96M 38,677 +31,464 +436%
WF
15
Wayfinding Financial
Washington
$2.05M 26,816 +26,816 New
AC
16
Apella Capital
Connecticut
$1.53M 20,039 +14 +0.1%
Morgan Stanley
17
Morgan Stanley
New York
$1.51M 19,746 +4,374 +28%
RPSA
18
Richard P. Slaughter Associates
Texas
$1.5M 19,646 -731 -4%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$1.5M 19,613 +122 +0.6%
LAS
20
LWM Advisory Services
Florida
$1.42M 18,598 -4,937 -21%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$1.25M 16,351 +7,740 +90%
HighTower Advisors
22
HighTower Advisors
Illinois
$1.14M 14,919 -77 -0.5%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$1.11M 14,583 +5,542 +61%
AWS
24
Atria Wealth Solutions
New York
$676K 8,841 -1,323 -13%
Citadel Advisors
25
Citadel Advisors
Florida
$604K 7,900 -7 -0.1%