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JPMorgan Diversified Return US Small Cap Equity ETF
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Overview Fund Activity

88 hedge funds and large institutions have $354M invested in JPMorgan Diversified Return US Small Cap Equity ETF in 2023 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 38 increasing their positions, 29 reducing their positions, and 7 closing their positions.

Holders
88
Holders Change
+6
Holders Change %
+7.32%
% of All Funds
1.29%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
13
Increased
38
Reduced
29
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$12.3M
2
IFA
2
Interactive Financial Advisors
Illinois
$5.55M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$57.1M
4
LPL Financial
4
LPL Financial
California
$32.7M
5
CAWM
5
Capital Advisors Wealth Management
Washington
$24M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$0
2
Ameriprise
2
Ameriprise
Minnesota
$6.88M
3
NEWAS
3
N.E.W. Advisory Services
Wisconsin
$865K
4
KAS
4
KPP Advisory Services
Kentucky
$0
5
GKWIM
5
Gerber Kawasaki Wealth & Investment Management
California
$8.05M
Name Market Value Shares Shares
Change 		Shares
Change %
SFC
26
Sprinkle Financial Consultants
Colorado
$1.78M 40,383 +40,383 New
MA
27
Mutual Advisors
Nebraska
$1.75M 39,745 -10,223 -20%
RJA
28
Raymond James & Associates
Florida
$1.66M 37,583 -22,576 -38%
FCM
29
Family Capital Management
Michigan
$1.59M 36,137 +6,423 +22%
Mercer Global Advisors
30
Mercer Global Advisors
Colorado
$1.56M 35,501 -17,923 -34%
KWM
31
Kingsview Wealth Management
Oregon
$1.48M 33,607 +14,053 +72%
BBL
32
Beck Bode LLC
Massachusetts
$1.47M 33,270 -611 -2%
NA
33
NewEdge Advisors
Louisiana
$1.44M 32,639 +3,454 +12%
Envestnet Asset Management
34
Envestnet Asset Management
Illinois
$1.43M 32,566 -2,061 -6%
PCS
35
Personal CFO Solutions
New Jersey
$1.29M 29,381 +3,085 +12%
MML Investors Services
36
MML Investors Services
Massachusetts
$1.23M 27,896 +5,246 +23%
LNC
37
Lincoln National Corp
Pennsylvania
$1.19M 26,980 +5,361 +25%
JPMorgan Chase & Co
38
JPMorgan Chase & Co
New York
$1.14M 25,871 +16,895 +188%
SI
39
Stephens Inc
Arkansas
$1.09M 24,784 +201 +0.8%
FTS
40
Fifth Third Securities
Ohio
$1.04M 23,508 +23,508 New
KW
41
KWB Wealth
California
$1.03M 23,388 +23,388 New
LA
42
LexAurum Advisors
Kansas
$1.02M 23,202 +1,832 +9%
TFS
43
Thoroughbred Financial Services
Tennessee
$960K 21,806 +5,409 +33%
LAS
44
LWM Advisory Services
Florida
$956K 21,691 -23,167 -52%
GCM
45
Gallacher Capital Management
Colorado
$869K 19,723 -935 -5%
NEWAS
46
N.E.W. Advisory Services
Wisconsin
$865K 19,623 -53,409 -73%
AWS
47
Atria Wealth Solutions
New York
$823K 18,688 -1,414 -7%
PJSIMP
48
P.J. Schmidt Investment Management (PJS)
Wisconsin
$784K 18,218 +1,992 +12%
Susquehanna International Group
49
Susquehanna International Group
Pennsylvania
$710K 16,127 -4 -0%
RFN
50
Redwood Financial Network
Ohio
$676K 15,343 -180 -1%
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