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JPMorgan Diversified Return US Small Cap Equity ETF
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Overview Fund Activity

40 hedge funds and large institutions have $139M invested in JPMorgan Diversified Return US Small Cap Equity ETF in 2021 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 16 increasing their positions, 12 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
40
Holders Change
–
Holders Change %
0%
% of All Funds
0.62%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
7
Increased
16
Reduced
12
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Osaic Holdings
Osaic Holdings
Arizona
$15.1M
2
MFG
Menard Financial Group
Texas
$1.74M
3
LPL Financial
LPL Financial
California
$4.99M
4
Morgan Stanley
Morgan Stanley
New York
$4.48M
5
WI
WBI Investments
New Jersey
$1.92M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.26M
2
FTUS
Flow Traders U.S.
New York
$0
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$810K
4
Citadel Advisors
Citadel Advisors
Florida
$0
5
Ameriprise
Ameriprise
Minnesota
$3.31M
Name Holding Trade Value Shares
Change 		Shares
Change %
LA
26
LexAurum Advisors
Kansas
$692K +$41.5K +903 +6%
IFA
27
Interactive Financial Advisors
Illinois
$500K +$130K +2,826 +35%
Cetera Investment Advisers
28
Cetera Investment Advisers
Illinois
$223K -$95.2K -2,072 -30%
HCM
29
Hengehold Capital Management
Ohio
$219K – – –
FWM
30
Frontier Wealth Management
Missouri
$209K -$21.7K -472 -9%
MA
31
MUFG Americas
New York
$198K – – –
MCC
32
Money Concepts Capital
Florida
$87K +$87K +1,900 New
ACK
33
Andrew C. Karlinski
$76K +$76K +1,662 New
UBS Group
34
UBS Group
Switzerland
$53K +$53K +1,145 New
Fidelity Investments
35
Fidelity Investments
Massachusetts
$27K -$46 -1 -0.2%
SL
36
Savior LLC
Massachusetts
$15K +$15K +326 New
IA
37
IFP Advisors
Florida
$9K – – –
Northwestern Mutual Wealth Management
38
Northwestern Mutual Wealth Management
Wisconsin
$6K +$6K +130 New
HI
39
Harbour Investments
Wisconsin
$1K -$3.41K -75 -77%
FTUS
40
Flow Traders U.S.
New York
– -$2.07M -47,762 Closed
Citadel Advisors
41
Citadel Advisors
Florida
– -$513K -11,875 Closed
KAS
42
Kestra Advisory Services
Texas
– -$232K -5,359 Closed
HA
43
Herold Advisors
New York
– -$110K -2,565 Closed
CFGS
44
Concourse Financial Group Securities
Alabama
– -$101K -2,339 Closed
JPMorgan Chase & Co
45
JPMorgan Chase & Co
New York
– -$9K -204 Closed
MPWT
46
MassMutual Private Wealth & Trust
Connecticut
– -$4K -99 Closed
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