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JPMorgan Diversified Return US Mid Cap Equity ETF

79 hedge funds and large institutions have $295M invested in JPMorgan Diversified Return US Mid Cap Equity ETF in 2024 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 26 increasing their positions, 35 reducing their positions, and 7 closing their positions.

Holders
79
Holders Change
+4
Holders Change %
+5.33%
% of All Funds
1.15%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
12
Increased
26
Reduced
35
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Cerity Partners
1
Cerity Partners
New York
$66.6M 671,346 -2,475 -0.4%
Morgan Stanley
2
Morgan Stanley
New York
$32.7M 329,739 -309,483 -48%
HighTower Advisors
3
HighTower Advisors
Illinois
$29M 292,269 -240 -0.1%
LPL Financial
4
LPL Financial
California
$24.4M 245,993 -20,271 -8%
GA
5
Goldstein Advisors
Wisconsin
$22.8M 229,673 +10,457 +5%
CW
6
CreativeOne Wealth
Kansas
$22M 222,040 +62,360 +39%
TC
7
Trilogy Capital
California
$11.8M 119,513 -6,313 -5%
AP
8
Appleton Partners
Massachusetts
$8.7M 87,745 +340 +0.4%
RW
9
RVW Wealth
California
$7.6M 76,656 -14,909 -16%
DAS
10
Dynamic Advisor Solutions
Arizona
$6.88M 69,406 +18,361 +36%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$5.39M 54,414 -1,501 -3%
1WM
12
1900 Wealth Management
Texas
$5.31M 53,606 -1,585 -3%
GWP
13
Gateway Wealth Partners
Wisconsin
$3.72M 37,482 +6,413 +21%
NEWAS
14
N.E.W. Advisory Services
Wisconsin
$3.38M 34,032 -52 -0.2%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$3.11M 31,346 +7,918 +34%
Ameriprise
16
Ameriprise
Minnesota
$2.62M 26,461 +802 +3%
KAS
17
Kestra Advisory Services
Texas
$2.46M 24,812 +1,177 +5%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$2.4M 24,224 +588 +2%
Bank of America
19
Bank of America
North Carolina
$2.3M 23,179 -1,842 -7%
LAS
20
LWM Advisory Services
Florida
$1.6M 16,133 -46 -0.3%
PAG
21
Private Advisor Group
New Jersey
$1.53M 15,438 +1,184 +8%
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$1.52M 15,294 +4,652 +44%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$1.5M 15,136 -164 -1%
KW
24
KWB Wealth
California
$1.41M 14,270 -460 -3%
Jane Street
25
Jane Street
New York
$1.41M 14,232 +11,726 +468%