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JPMorgan Diversified Return US Small Cap Equity ETF
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Overview Fund Activity

68 hedge funds and large institutions have $226M invested in JPMorgan Diversified Return US Small Cap Equity ETF in 2022 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 22 increasing their positions, 19 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
68
Holders Change
+11
Holders Change %
+19.3%
% of All Funds
1.1%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
19
Increased
22
Reduced
19
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GKWIM
1
Gerber Kawasaki Wealth & Investment Management
California
$11.8M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$25.5M
3
Morgan Stanley
3
Morgan Stanley
New York
$10.8M
4
LPL Financial
4
LPL Financial
California
$15.7M
5
CAWM
5
Capital Advisors Wealth Management
Washington
$7.64M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$724K
2
Ameriprise
2
Ameriprise
Minnesota
$9.71M
3
WF
3
Wayfinding Financial
Washington
$0
4
AFM
4
Andesa Financial Management
Pennsylvania
$2.41M
5
Jane Street
5
Jane Street
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Susquehanna International Group
26
Susquehanna International Group
Pennsylvania
$1.02M -$650K -16,773 -39%
NA
27
NewEdge Advisors
Louisiana
$918K +$918K +23,696 New
MA
28
Mutual Advisors
Nebraska
$911K -$679K -17,518 -43%
GCM
29
Gallacher Capital Management
Colorado
$871K +$871K +22,491 New
LA
30
LexAurum Advisors
Kansas
$776K +$50.1K +1,294 +7%
Osaic Holdings
31
Osaic Holdings
Arizona
$724K -$11.8M -305,873 -94%
RF
32
RHS Financial
California
$619K +$619K +15,980 New
MML Investors Services
33
MML Investors Services
Massachusetts
$613K +$226K +5,827 +58%
TFS
34
Thoroughbred Financial Services
Tennessee
$571K +$20.8K +538 +4%
SI
35
Stephens Inc
Arkansas
$570K +$275K +7,095 +93%
RA
36
RFG Advisory
Alabama
$552K -$3.29K -76 -0.6%
HIF
37
Hill Island Financial
Michigan
$549K +$549K +14,168 New
HighTower Advisors
38
HighTower Advisors
Illinois
$539K -$3.15K -81 -0.6%
AWS
39
Atria Wealth Solutions
New York
$526K +$349 +9 +0.1%
IFA
40
Interactive Financial Advisors
Illinois
$508K +$32.8K +846 +7%
Goldman Sachs
41
Goldman Sachs
New York
$504K – – –
RJA
42
Raymond James & Associates
Florida
$498K +$498K +12,851 New
GM
43
GeoWealth Management
Illinois
$494K -$13.9K -358 -3%
PWMAG
44
Pinnacle Wealth Management Advisory Group
New Jersey
$447K – – –
PA
45
Pinnacle Associates
New York
$447K – – –
IAG
46
Ipsen Advisor Group
Arkansas
$422K +$422K +10,888 New
PCS
47
Personal CFO Solutions
New Jersey
$403K +$403K +10,413 New
RFN
48
Redwood Financial Network
Ohio
$349K +$349K +9,007 New
SWP
49
Stratos Wealth Partners
Ohio
$310K +$2.44K +63 +0.8%
DAS
50
Dynamic Advisor Solutions
Arizona
$299K +$299K +7,727 New
1
2
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