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JPMorgan Diversified Return US Small Cap Equity ETF

95 hedge funds and large institutions have $334M invested in JPMorgan Diversified Return US Small Cap Equity ETF in 2024 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 37 increasing their positions, 31 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
95
Holders Change
+1
Holders Change %
+1.06%
% of All Funds
1.38%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
9
Increased
37
Reduced
31
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$2.18M -$141K -3,241 -6%
KWM
27
Kingsview Wealth Management
Oregon
$2.18M +$630K +14,459 +41%
RJA
28
Raymond James & Associates
Florida
$1.84M -$7.46K -171 -0.4%
FCM
29
Family Capital Management
Michigan
$1.79M +$76.3K +1,749 +4%
Citadel Advisors
30
Citadel Advisors
Florida
$1.75M +$1.75M +40,171 New
Cetera Investment Advisers
31
Cetera Investment Advisers
Illinois
$1.56M +$257K +5,884 +20%
NA
32
NewEdge Advisors
Louisiana
$1.38M +$22.4K +514 +2%
MML Investors Services
33
MML Investors Services
Massachusetts
$1.36M -$22.4K -513 -2%
Mercer Global Advisors
34
Mercer Global Advisors
Colorado
$1.13M -$30.9K -709 -3%
LA
35
LexAurum Advisors
Kansas
$1.11M +$46K +1,055 +4%
FTS
36
Fifth Third Securities
Ohio
$1.1M +$59.5K +1,365 +6%
KW
37
KWB Wealth
California
$1.06M
Jane Street
38
Jane Street
New York
$1.04M +$1.04M +23,759 New
LAS
39
LWM Advisory Services
Florida
$952K -$3.84K -88 -0.4%
BBL
40
Beck Bode LLC
Massachusetts
$921K -$329K -7,545 -26%
PJSIMP
41
P.J. Schmidt Investment Management (PJS)
Wisconsin
$917K +$25.6K +587 +3%
OHWP
42
Oak Harbor Wealth Partners
North Carolina
$917K +$10.9K +250 +1%
AWS
43
Atria Wealth Solutions
New York
$901K +$66.1K +1,515 +8%
GS
44
GTS Securities
New York
$850K +$850K +19,494 New
TFS
45
Thoroughbred Financial Services
Tennessee
$758K -$61.1K -1,404 -7%
GCM
46
Gallacher Capital Management
Colorado
$751K -$38K -872 -5%
ZF
47
Zega Financial
Florida
$749K +$749K +17,182 New
IFA
48
Interactive Financial Advisors
Illinois
$724K +$26.4K +606 +4%
JPMorgan Chase & Co
49
JPMorgan Chase & Co
New York
$697K +$83.9K +1,924 +14%
RFN
50
Redwood Financial Network
Ohio
$648K +$12.7K +291 +2%