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JPMorgan Diversified Return US Small Cap Equity ETF
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Overview Fund Activity

57 hedge funds and large institutions have $181M invested in JPMorgan Diversified Return US Small Cap Equity ETF in 2022 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 24 increasing their positions, 10 reducing their positions, and 3 closing their positions.

Holders
57
Holders Change
+13
Holders Change %
+29.55%
% of All Funds
0.99%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.07%
New
16
Increased
24
Reduced
10
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KOC
1
Koss-Olinger Consulting
Florida
$34.8M
2
Ameriprise
2
Ameriprise
Minnesota
$12.7M
3
CAWM
3
Capital Advisors Wealth Management
Washington
$5.32M
4
CWA
4
Choice Wealth Advisors
Maine
$5.16M
5
LPL Financial
5
LPL Financial
California
$12.2M

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$17.6M
2
IWC
2
Integrated Wealth Concepts
Massachusetts
$1.95M
3
PWMAG
3
Pinnacle Wealth Management Advisory Group
New Jersey
$408K
4
PA
4
Pinnacle Associates
New York
$408K
5
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Jane Street
26
Jane Street
New York
$931K +$634K +17,923 +214%
LA
27
LexAurum Advisors
Kansas
$663K +$5.84K +165 +0.9%
RA
28
RFG Advisory
Alabama
$509K +$509K +12,820 New
TFS
29
Thoroughbred Financial Services
Tennessee
$502K +$33.8K +958 +7%
HighTower Advisors
30
HighTower Advisors
Illinois
$490K -$8.9K -253 -2%
AWS
31
Atria Wealth Solutions
New York
$480K -$12.2K -346 -2%
GM
32
GeoWealth Management
Illinois
$463K +$12.6K +357 +3%
Goldman Sachs
33
Goldman Sachs
New York
$460K – – –
IFA
34
Interactive Financial Advisors
Illinois
$434K +$920 +26 +0.2%
PWMAG
35
Pinnacle Wealth Management Advisory Group
New Jersey
$408K -$311K -8,789 -43%
PA
36
Pinnacle Associates
New York
$408K -$311K -8,789 -43%
MML Investors Services
37
MML Investors Services
Massachusetts
$354K +$354K +9,997 New
SWP
38
Stratos Wealth Partners
Ohio
$281K +$35.2K +995 +14%
SI
39
Stephens Inc
Arkansas
$270K +$270K +7,627 New
Envestnet Asset Management
40
Envestnet Asset Management
Illinois
$225K +$225K +6,360 New
MMM
41
Mendel Money Management
Illinois
$223K +$223K +6,300 New
IA
42
IFP Advisors
Florida
$162K +$23K +730 +17%
MA
43
MUFG Americas
New York
$149K – – –
UBS Group
44
UBS Group
Switzerland
$149K +$149K +4,213 New
PTC
45
Private Trust Company
Ohio
$49K +$12.9K +363 +36%
CFGS
46
Concourse Financial Group Securities
Alabama
$44K -$18.3K -521 -29%
MCC
47
Money Concepts Capital
Florida
$43K +$32.4K +915 +305%
SIC
48
Salem Investment Counselors
North Carolina
$24K +$24K +675 New
Fidelity Investments
49
Fidelity Investments
Massachusetts
$21K – – –
JPMorgan Chase & Co
50
JPMorgan Chase & Co
New York
$13K +$13K +357 New
1
2
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