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JPMorgan Diversified Return US Mid Cap Equity ETF

61 hedge funds and large institutions have $285M invested in JPMorgan Diversified Return US Mid Cap Equity ETF in 2023 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 23 increasing their positions, 23 reducing their positions, and 9 closing their positions.

Holders
61
Holders Change
+1
Holders Change %
+1.67%
% of All Funds
0.96%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
10
Increased
23
Reduced
23
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Cerity Partners
1
Cerity Partners
New York
$70.2M 794,737 +794,737 New
CW
2
CreativeOne Wealth
Kansas
$31.4M 355,243 -3,861 -1%
Morgan Stanley
3
Morgan Stanley
New York
$27M 306,136 +267,684 +696%
HighTower Advisors
4
HighTower Advisors
Illinois
$23.6M 267,317 +15,878 +6%
LPL Financial
5
LPL Financial
California
$18.8M 212,708 -305 -0.1%
GA
6
Goldstein Advisors
Wisconsin
$18.2M 206,018 +4,955 +2%
TC
7
Trilogy Capital
California
$12.9M 141,543 -5,279 -4%
AWC
8
Adamsbrown Wealth Consultants
Kansas
$11M 124,724 +27,566 +28%
RW
9
RVW Wealth
California
$8.68M 98,346 -4,408 -4%
AP
10
Appleton Partners
Massachusetts
$7.39M 83,731 -677 -0.8%
1WM
11
1900 Wealth Management
Texas
$5.99M 67,889 -10,228 -13%
GM
12
GeoWealth Management
Illinois
$5.18M 58,639 -101,159 -63%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$4.38M 49,590 -313 -0.6%
LAS
14
LWM Advisory Services
Florida
$3.37M 38,162 +8,907 +30%
Bank of America
15
Bank of America
North Carolina
$2.9M 32,816 -10,548 -24%
ACA
16
Aspire Capital Advisors
Washington
$2.79M 31,593 -24 -0.1%
Ameriprise
17
Ameriprise
Minnesota
$2.27M 25,679 -249 -1%
GWP
18
Gateway Wealth Partners
Wisconsin
$2.2M 24,965 +6,857 +38%
WF
19
Wayfinding Financial
Washington
$2.18M 24,027 -624 -3%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$2M 22,685 -42 -0.2%
AC
21
Apella Capital
Connecticut
$1.58M 17,846 +17,846 New
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$1.54M 17,469 +664 +4%
RPSA
23
Richard P. Slaughter Associates
Texas
$1.5M 17,019 -522 -3%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$1.47M 16,645 -2,869 -15%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$1.4M 15,798 -12,980 -45%