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JPMorgan Diversified Return US Mid Cap Equity ETF

60 hedge funds and large institutions have $243M invested in JPMorgan Diversified Return US Mid Cap Equity ETF in 2022 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 23 increasing their positions, 14 reducing their positions, and 6 closing their positions.

Holders
60
Holders Change
+7
Holders Change %
+13.21%
% of All Funds
0.97%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
15
Increased
23
Reduced
14
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CPO
1
Cerity Partners OCIO
New York
$65.2M 774,300 -34,552 -4%
CW
2
CreativeOne Wealth
Kansas
$29.6M 351,565 -9,543 -3%
SL
3
Systelligence LLC
Minnesota
$19.8M 234,636 -15,456 -6%
LPL Financial
4
LPL Financial
California
$16.6M 197,170 +89,858 +84%
GM
5
GeoWealth Management
Illinois
$12.7M 150,788 +3,618 +2%
TC
6
Trilogy Capital
California
$12.1M 143,974 -5,827 -4%
Jane Street
7
Jane Street
New York
$10.6M 126,141 +45,173 +56%
RW
8
RVW Wealth
California
$8.7M 103,402 -1,818 -2%
1WM
9
1900 Wealth Management
Texas
$8.09M 96,138 -7,917 -8%
AWC
10
Adamsbrown Wealth Consultants
Kansas
$7.75M 92,126 +19,849 +27%
AP
11
Appleton Partners
Massachusetts
$7.16M 85,029 -2,608 -3%
Ameriprise
12
Ameriprise
Minnesota
$4.91M 58,372 +19,695 +51%
Bank of America
13
Bank of America
North Carolina
$4.24M 50,409 +3,374 +7%
Northwestern Mutual Wealth Management
14
Northwestern Mutual Wealth Management
Wisconsin
$3.99M 47,395 +3,248 +7%
HighTower Advisors
15
HighTower Advisors
Illinois
$2.68M 31,824 +16,905 +113%
Morgan Stanley
16
Morgan Stanley
New York
$2.36M 28,070 +8,324 +42%
ACA
17
Aspire Capital Advisors
Washington
$2.11M 25,017 +25,017 New
LAS
18
LWM Advisory Services
Florida
$2.09M 24,782 +6,184 +33%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$2M 23,743 +7,392 +45%
AWM
20
AE Wealth Management
Kansas
$1.85M 21,979 +21,979 New
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$1.83M 21,730 +14,455 +199%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$1.6M 18,987 -626 -3%
AC
23
Apella Capital
Connecticut
$1.53M 18,236 -1,803 -9%
RPSA
24
Richard P. Slaughter Associates
Texas
$1.5M 17,827 -1,819 -9%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$1.32M 15,698 +1,115 +8%