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JPMorgan Diversified Return US Small Cap Equity ETF

96 hedge funds and large institutions have $381M invested in JPMorgan Diversified Return US Small Cap Equity ETF in 2024 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 39 increasing their positions, 33 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
96
Holders Change
+1
Holders Change %
+1.05%
% of All Funds
1.39%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
7
Increased
39
Reduced
33
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$2.27M -$134K -2,796 -6%
Cetera Investment Advisers
27
Cetera Investment Advisers
Illinois
$2.23M +$516K +10,743 +30%
Jones Financial Companies
28
Jones Financial Companies
Missouri
$2.08M +$1.5M +31,308 +261%
FCM
29
Family Capital Management
Michigan
$2.02M +$49.5K +1,030 +3%
MML Investors Services
30
MML Investors Services
Massachusetts
$1.42M -$79.8K -1,661 -5%
NA
31
NewEdge Advisors
Louisiana
$1.34M -$180K -3,751 -12%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$1.29M -$1.2M -25,059 -48%
Mercer Global Advisors
33
Mercer Global Advisors
Colorado
$1.25M +$16.8K +353 +1%
LA
34
LexAurum Advisors
Kansas
$1.24M +$25K +520 +2%
FTS
35
Fifth Third Securities
Ohio
$1.2M -$17.4K -363 -1%
ZF
36
Zega Financial
Florida
$1.2M +$371K +7,714 +45%
KW
37
KWB Wealth
California
$1.15M +$129K +2,951 +13%
OHWP
38
Oak Harbor Wealth Partners
North Carolina
$1.1M +$88K +1,833 +9%
PJSIMP
39
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.05M +$45.2K +942 +4%
Susquehanna International Group
40
Susquehanna International Group
Pennsylvania
$1.03M -$3.2M -66,633 -76%
CWM
41
Cornerstone Wealth Management
Missouri
$1.03M +$351K +7,300 +52%
AWS
42
Atria Wealth Solutions
New York
$991K -$576 -12 -0.1%
LAS
43
LWM Advisory Services
Florida
$974K -$74.9K -1,560 -7%
GS
44
GTS Securities
New York
$919K -$16.8K -350 -2%
JPMorgan Chase & Co
45
JPMorgan Chase & Co
New York
$844K +$76.9K +1,602 +10%
TFS
46
Thoroughbred Financial Services
Tennessee
$816K -$19.6K -409 -2%
GCM
47
Gallacher Capital Management
Colorado
$815K -$12.6K -262 -2%
IFA
48
Interactive Financial Advisors
Illinois
$799K +$1.3K +27 +0.2%
SWP
49
Stratos Wealth Partners
Ohio
$758K +$69.5K +1,447 +10%
RFN
50
Redwood Financial Network
Ohio
$714K +$96 +2 +0%