JPSE icon

JPMorgan Diversified Return US Small Cap Equity ETF

100 hedge funds and large institutions have $386M invested in JPMorgan Diversified Return US Small Cap Equity ETF in 2024 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 38 increasing their positions, 31 reducing their positions, and 5 closing their positions.

Holders
100
Holders Change
+4
Holders Change %
+4.17%
% of All Funds
1.33%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.07%
New
15
Increased
38
Reduced
31
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
TFA
26
Teamwork Financial Advisors
Texas
$2.71M -$12.9M -275,221 -83%
KWM
27
Kingsview Wealth Management
Oregon
$2.51M +$25.4K +543 +1%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$2.25M +$36.1K +772 +2%
FCM
29
Family Capital Management
Michigan
$2.13M +$159K +3,395 +8%
Cetera Investment Advisers
30
Cetera Investment Advisers
Illinois
$2.11M -$64.6K -1,379 -3%
SWTS
31
Stonehaven Wealth & Tax Solutions
Wisconsin
$1.47M +$1.47M +31,382 New
MML Investors Services
32
MML Investors Services
Massachusetts
$1.4M +$15.6K +333 +1%
CWM
33
Cornerstone Wealth Management
Missouri
$1.33M +$325K +6,941 +32%
KW
34
KWB Wealth
California
$1.27M +$1.39K +29 +0.1%
FTS
35
Fifth Third Securities
Ohio
$1.27M +$104K +2,230 +9%
LA
36
LexAurum Advisors
Kansas
$1.25M +$38.4K +820 +3%
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$1.18M -$75.6K -1,616 -6%
Mercer Global Advisors
38
Mercer Global Advisors
Colorado
$1.16M -$66K -1,410 -5%
NA
39
NewEdge Advisors
Louisiana
$1.08M -$222K -4,749 -17%
LAS
40
LWM Advisory Services
Florida
$1.06M +$107K +2,282 +11%
PJSIMP
41
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.05M +$22K +470 +2%
AWS
42
Atria Wealth Solutions
New York
$999K +$33K +705 +3%
Susquehanna International Group
43
Susquehanna International Group
Pennsylvania
$898K -$107K -2,277 -11%
GS
44
GTS Securities
New York
$896K
TFS
45
Thoroughbred Financial Services
Tennessee
$797K +$1.4K +30 +0.2%
KAS
46
Kestra Advisory Services
Texas
$793K +$158K +3,378 +25%
IFA
47
Interactive Financial Advisors
Illinois
$787K +$8.99K +192 +1%
GCM
48
Gallacher Capital Management
Colorado
$765K -$28.8K -616 -4%
ZI
49
ZEGA Investments
Florida
$757K +$757K +15,797 New
JPMorgan Chase & Co
50
JPMorgan Chase & Co
New York
$755K -$67.5K -1,441 -8%