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JPMorgan Diversified Return US Mid Cap Equity ETF

66 hedge funds and large institutions have $252M invested in JPMorgan Diversified Return US Mid Cap Equity ETF in 2023 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 31 increasing their positions, 22 reducing their positions, and 5 closing their positions.

Holders
66
Holders Change
+5
Holders Change %
+8.2%
% of All Funds
1.05%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
10
Increased
31
Reduced
22
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Cerity Partners
1
Cerity Partners
New York
$57.2M 684,266 -110,471 -14%
Morgan Stanley
2
Morgan Stanley
New York
$26.9M 320,993 +14,857 +5%
HighTower Advisors
3
HighTower Advisors
Illinois
$23.7M 282,605 +15,288 +6%
CW
4
CreativeOne Wealth
Kansas
$20.6M 246,487 -108,756 -31%
LPL Financial
5
LPL Financial
California
$19.6M 234,199 +21,491 +10%
GA
6
Goldstein Advisors
Wisconsin
$18.1M 215,946 +9,928 +5%
TC
7
Trilogy Capital
California
$11.6M 139,265 -2,278 -2%
RW
8
RVW Wealth
California
$8.04M 96,108 -2,238 -2%
AP
9
Appleton Partners
Massachusetts
$7.03M 84,011 +280 +0.3%
1WM
10
1900 Wealth Management
Texas
$5.56M 66,417 -1,472 -2%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$4.64M 55,477 +5,887 +12%
JSW
12
Journey Strategic Wealth
New Jersey
$3.83M 45,808 +45,808 New
DAS
13
Dynamic Advisor Solutions
Arizona
$3.58M 42,809 +35,984 +527%
ACA
14
Aspire Capital Advisors
Washington
$2.72M 32,533 +940 +3%
GM
15
GeoWealth Management
Illinois
$2.38M 28,445 -30,194 -51%
GWP
16
Gateway Wealth Partners
Wisconsin
$2.23M 26,670 +1,705 +7%
Bank of America
17
Bank of America
North Carolina
$2.14M 25,618 -7,198 -22%
WF
18
Wayfinding Financial
Washington
$1.92M 23,309 -718 -3%
KAS
19
Kestra Advisory Services
Texas
$1.84M 22,004 +8,952 +69%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$1.8M 21,481 -1,204 -5%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$1.65M 19,732 +3,934 +25%
Jane Street
22
Jane Street
New York
$1.62M 19,318 +5,695 +42%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$1.6M 19,140 +1,671 +10%
AC
24
Apella Capital
Connecticut
$1.47M 17,626 -220 -1%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$1.45M 17,320 +10,436 +152%