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JPMorgan Diversified Return US Small Cap Equity ETF

94 hedge funds and large institutions have $303M invested in JPMorgan Diversified Return US Small Cap Equity ETF in 2024 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 39 increasing their positions, 31 reducing their positions, and 7 closing their positions.

Holders
94
Holders Change
+6
Holders Change %
+6.82%
% of All Funds
1.36%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
13
Increased
39
Reduced
31
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Goldman Sachs
26
Goldman Sachs
New York
$1.91M +$1.91M +42,207 New
FCM
27
Family Capital Management
Michigan
$1.78M +$143K +3,168 +9%
Susquehanna International Group
28
Susquehanna International Group
Pennsylvania
$1.69M +$956K +21,153 +131%
KWM
29
Kingsview Wealth Management
Oregon
$1.61M +$89K +1,969 +6%
MML Investors Services
30
MML Investors Services
Massachusetts
$1.43M +$170K +3,766 +14%
PCS
31
Personal CFO Solutions
New Jersey
$1.43M +$97.9K +2,167 +7%
NA
32
NewEdge Advisors
Louisiana
$1.41M -$69.9K -1,546 -5%
LNC
33
Lincoln National Corp
Pennsylvania
$1.39M +$169K +3,745 +14%
Cetera Investment Advisers
34
Cetera Investment Advisers
Illinois
$1.35M +$1.35M +29,796 New
SWP
35
Stratos Wealth Partners
Ohio
$1.31M -$853K -18,867 -39%
BBL
36
Beck Bode LLC
Massachusetts
$1.3M -$208K -4,595 -14%
Mercer Global Advisors
37
Mercer Global Advisors
Colorado
$1.2M -$404K -8,944 -25%
SI
38
Stephens Inc
Arkansas
$1.12M +$1.36K +30 +0.1%
LA
39
LexAurum Advisors
Kansas
$1.1M +$50.9K +1,127 +5%
CA
40
Cetera Advisors
Colorado
$1.09M +$605K +13,376 +123%
FTS
41
Fifth Third Securities
Ohio
$1.08M +$18.7K +413 +2%
KW
42
KWB Wealth
California
$1.06M +$5.47K +121 +0.5%
LAS
43
LWM Advisory Services
Florida
$991K +$10.3K +228 +1%
OHWP
44
Oak Harbor Wealth Partners
North Carolina
$939K +$939K +20,771 New
PJSIMP
45
P.J. Schmidt Investment Management (PJS)
Wisconsin
$924K +$100K +2,218 +12%
AWS
46
Atria Wealth Solutions
New York
$865K +$20.4K +452 +2%
TFS
47
Thoroughbred Financial Services
Tennessee
$850K -$135K -2,996 -14%
GCM
48
Gallacher Capital Management
Colorado
$818K -$73.4K -1,624 -8%
MA
49
Mutual Advisors
Nebraska
$799K -$997K -22,064 -56%
IFA
50
Interactive Financial Advisors
Illinois
$723K -$2.29M -50,630 -76%