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JPMorgan Diversified Return US Small Cap Equity ETF

45 hedge funds and large institutions have $135M invested in JPMorgan Diversified Return US Small Cap Equity ETF in 2021 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 11 increasing their positions, 18 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
45
Holders Change
+5
Holders Change %
+12.5%
% of All Funds
0.79%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
9
Increased
11
Reduced
18
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Cetera Investment Advisers
26
Cetera Investment Advisers
Illinois
$333K -$42.1K -995 -11%
FWM
27
Frontier Wealth Management
Missouri
$330K -$26.2K -619 -7%
KAS
28
Kestra Advisory Services
Texas
$256K +$256K +6,058 New
FTUS
29
Flow Traders U.S.
New York
$227K -$69.3K -1,636 -23%
HCM
30
Hengehold Capital Management
Ohio
$202K +$202K +4,764 New
MA
31
MUFG Americas
New York
$189K
IFA
32
Interactive Financial Advisors
Illinois
$143K +$54.3K +1,287 +61%
CFGS
33
Concourse Financial Group Securities
Alabama
$101K -$11.9K -280 -11%
MCC
34
Money Concepts Capital
Florida
$80K +$80K +1,900 New
SFS
35
Sowell Financial Services
Arkansas
$53K +$53K +1,229 New
Fidelity Investments
36
Fidelity Investments
Massachusetts
$25K +$20.3K +478 +435%
CAL
37
Capital Analysts LLC
Pennsylvania
$23K -$1.1K -26 -5%
EP
38
Eudaimonia Partners
Tennessee
$20K +$20K +464 New
SFSIG
39
San Francisco Sentry Investment Group
California
$13K
JPMorgan Chase & Co
40
JPMorgan Chase & Co
New York
$9K
MPWT
41
MassMutual Private Wealth & Trust
Connecticut
$4K -$3.26M -80,780 -100%
HI
42
Harbour Investments
Wisconsin
$4K +$4K +97 New
BFC
43
Bedel Financial Consulting
Indiana
$3K +$3K +65 New
PFGIA
44
Patriot Financial Group Insurance Agency
Massachusetts
$2K
AssetMark Inc
45
AssetMark Inc
California
-$9.02M -250,424 Closed
AI
46
Atria Investments
North Carolina
-$1.77M -49,070 Closed
Citadel Advisors
47
Citadel Advisors
Florida
-$1.37M -37,978 Closed
BSW
48
Buckingham Strategic Wealth
Missouri
-$719K -19,957 Closed