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JPMorgan Diversified Return US Small Cap Equity ETF

39 hedge funds and large institutions have $157M invested in JPMorgan Diversified Return US Small Cap Equity ETF in 2022 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 14 increasing their positions, 11 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
39
Holders Change
-1
Holders Change %
-2.5%
% of All Funds
0.62%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
8
Increased
14
Reduced
11
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
GM
26
GeoWealth Management
Illinois
$588K -$194K -4,406 -25%
Goldman Sachs
27
Goldman Sachs
New York
$570K -$192K -4,379 -25%
TFS
28
Thoroughbred Financial Services
Tennessee
$429K +$429K +9,801 New
SWP
29
Stratos Wealth Partners
Ohio
$243K +$243K +5,555 New
AWS
30
Atria Wealth Solutions
New York
$241K +$241K +5,506 New
Susquehanna International Group
31
Susquehanna International Group
Pennsylvania
$229K -$542K -12,377 -70%
HCM
32
Hengehold Capital Management
Ohio
$209K
MA
33
MUFG Americas
New York
$188K
IA
34
IFP Advisors
Florida
$138K +$132K +4,212 +2,117%
Fidelity Investments
35
Fidelity Investments
Massachusetts
$26K
UBS Group
36
UBS Group
Switzerland
$21K -$29.2K -666 -58%
SL
37
Savior LLC
Massachusetts
$14K
MCC
38
Money Concepts Capital
Florida
$13K -$69.3K -1,600 -84%
Citigroup
39
Citigroup
New York
$2K +$2K +46 New
MFG
40
Menard Financial Group
Texas
-$1.74M -37,932 Closed
Envestnet Asset Management
41
Envestnet Asset Management
Illinois
-$1.26M -27,381 Closed
OPS
42
Orion Portfolio Solutions
Nebraska
-$912K -19,837 Closed
Cetera Investment Advisers
43
Cetera Investment Advisers
Illinois
-$223K -4,853 Closed
FWM
44
Frontier Wealth Management
Missouri
-$209K -4,554 Closed
ACK
45
Andrew C. Karlinski
-$76K -1,662 Closed
Northwestern Mutual Wealth Management
46
Northwestern Mutual Wealth Management
Wisconsin
-$6K -130 Closed