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JPMorgan Diversified Return US Small Cap Equity ETF
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Overview Fund Activity

82 hedge funds and large institutions have $307M invested in JPMorgan Diversified Return US Small Cap Equity ETF in 2023 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 43 increasing their positions, 16 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
82
Holders Change
+3
Holders Change %
+3.8%
% of All Funds
1.31%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
14
Increased
43
Reduced
16
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Stifel Financial
1
Stifel Financial
Missouri
$7.56M
2
Citadel Advisors
2
Citadel Advisors
Florida
$4.7M
3
NEWAS
3
N.E.W. Advisory Services
Wisconsin
$2.87M
4
LPL Financial
4
LPL Financial
California
$27.1M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$47.2M

Top Sellers

1
SL
1
Systelligence LLC
Minnesota
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$5.68M
3
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$2.1M
4
Jane Street
4
Jane Street
New York
$0
5
Goldman Sachs
5
Goldman Sachs
New York
$511K
Name Holding Trade Value Shares
Change 		Shares
Change %
Mercer Global Advisors
26
Mercer Global Advisors
Colorado
$2.1M -$3.61M -91,772 -63%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$2.01M +$233K +5,941 +13%
MA
28
Mutual Advisors
Nebraska
$1.96M +$1.57M +39,840 +393%
WF
29
Wayfinding Financial
Washington
$1.93M -$54K -1,394 -3%
LAS
30
LWM Advisory Services
Florida
$1.76M -$461K -11,738 -21%
SWP
31
Stratos Wealth Partners
Ohio
$1.41M +$538K +13,693 +62%
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$1.36M +$755K +19,206 +125%
BBL
33
Beck Bode LLC
Massachusetts
$1.33M -$20.3K -516 -2%
FCM
34
Family Capital Management
Michigan
$1.17M +$75.9K +1,932 +7%
NA
35
NewEdge Advisors
Louisiana
$1.15M +$77K +1,959 +7%
PCS
36
Personal CFO Solutions
New Jersey
$1.03M +$251K +6,392 +32%
SI
37
Stephens Inc
Arkansas
$966K +$864 +22 +0.1%
MML Investors Services
38
MML Investors Services
Massachusetts
$890K +$106K +2,693 +13%
LNC
39
Lincoln National Corp
Pennsylvania
$849K +$119K +3,039 +16%
LA
40
LexAurum Advisors
Kansas
$840K +$3.54K +90 +0.4%
GCM
41
Gallacher Capital Management
Colorado
$812K -$66.5K -1,692 -8%
AWS
42
Atria Wealth Solutions
New York
$790K +$19.8K +504 +3%
KWM
43
Kingsview Wealth Management
Oregon
$768K +$356K +9,071 +87%
TFS
44
Thoroughbred Financial Services
Tennessee
$644K +$72K +1,834 +13%
Susquehanna International Group
45
Susquehanna International Group
Pennsylvania
$634K +$312K +7,936 +97%
PJSIMP
46
P.J. Schmidt Investment Management (PJS)
Wisconsin
$615K +$40.8K +1,076 +7%
RFN
47
Redwood Financial Network
Ohio
$610K +$36.9K +940 +6%
HIF
48
Hill Island Financial
Michigan
$560K +$1.1K +28 +0.2%
IFA
49
Interactive Financial Advisors
Illinois
$552K -$46.8K -1,192 -8%
CWM
50
Cornerstone Wealth Management
Missouri
$546K +$546K +13,896 New
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