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JPMorgan Diversified Return US Small Cap Equity ETF

79 hedge funds and large institutions have $312M invested in JPMorgan Diversified Return US Small Cap Equity ETF in 2023 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 34 increasing their positions, 22 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
79
Holders Change
+6
Holders Change %
+8.22%
% of All Funds
1.25%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
15
Increased
34
Reduced
22
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Jane Street
26
Jane Street
New York
$1.93M +$946K +23,097 +96%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$1.86M +$173K +4,233 +10%
BBL
28
Beck Bode LLC
Massachusetts
$1.41M -$133K -3,246 -9%
Goldman Sachs
29
Goldman Sachs
New York
$1.23M +$382K +9,334 +45%
FCM
30
Family Capital Management
Michigan
$1.14M +$145K +3,539 +15%
NA
31
NewEdge Advisors
Louisiana
$1.12M +$116K +2,833 +12%
SI
32
Stephens Inc
Arkansas
$1.01M -$20.9K -511 -2%
GCM
33
Gallacher Capital Management
Colorado
$915K +$40.5K +988 +5%
SWP
34
Stratos Wealth Partners
Ohio
$907K +$606K +14,796 +201%
LA
35
LexAurum Advisors
Kansas
$872K +$46.1K +1,125 +6%
MML Investors Services
36
MML Investors Services
Massachusetts
$817K +$317K +7,733 +63%
PCS
37
Personal CFO Solutions
New Jersey
$815K +$277K +6,761 +51%
AWS
38
Atria Wealth Solutions
New York
$803K -$34.5K -843 -4%
LNC
39
Lincoln National Corp
Pennsylvania
$761K +$367K +8,960 +93%
PWMAG
40
Pinnacle Wealth Management Advisory Group
New Jersey
$737K +$265K +6,465 +56%
PA
41
Pinnacle Associates
New York
$737K +$265K +6,465 +56%
PJSIMP
42
P.J. Schmidt Investment Management (PJS)
Wisconsin
$643K +$643K +15,150 New
Envestnet Asset Management
43
Envestnet Asset Management
Illinois
$632K +$180K +4,389 +40%
IFA
44
Interactive Financial Advisors
Illinois
$624K +$38.5K +941 +7%
RFN
45
Redwood Financial Network
Ohio
$597K +$35.3K +861 +6%
TFS
46
Thoroughbred Financial Services
Tennessee
$596K -$35.3K -862 -6%
HIF
47
Hill Island Financial
Michigan
$582K +$1.27K +31 +0.2%
HighTower Advisors
48
HighTower Advisors
Illinois
$556K -$12.6K -307 -2%
RA
49
RFG Advisory
Alabama
$522K
SPC
50
Sigma Planning Corp
Michigan
$460K +$460K +11,230 New