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JPMorgan Diversified Return US Small Cap Equity ETF

68 hedge funds and large institutions have $226M invested in JPMorgan Diversified Return US Small Cap Equity ETF in 2022 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 22 increasing their positions, 19 reducing their positions, and 8 closing their positions.

Holders
68
Holders Change
+11
Holders Change %
+19.3%
% of All Funds
1.1%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
19
Increased
22
Reduced
19
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Envestnet Asset Management
51
Envestnet Asset Management
Illinois
$297K +$50.6K +1,306 +21%
MMM
52
Mendel Money Management
Illinois
$263K +$18.9K +488 +8%
KAS
53
Kestra Advisory Services
Texas
$243K +$243K +6,267 New
LNC
54
Lincoln National Corp
Pennsylvania
$222K +$222K +5,720 New
US Bancorp
55
US Bancorp
Minnesota
$163K +$163K +4,200 New
IA
56
IFP Advisors
Florida
$124K -$40.3K -1,260 -25%
MCC
57
Money Concepts Capital
Florida
$101K +$54.4K +1,404 +116%
JPMorgan Chase & Co
58
JPMorgan Chase & Co
New York
$72K +$58.3K +1,515 +424%
CFGS
59
Concourse Financial Group Securities
Alabama
$48.4K
PTC
60
Private Trust Company
Ohio
$43K -$10.2K -266 -19%
SIC
61
Salem Investment Counselors
North Carolina
$26.2K
Fidelity Investments
62
Fidelity Investments
Massachusetts
$22.4K -$310 -8 -1%
EWA
63
EverSource Wealth Advisors
Alabama
$9.3K +$9.3K +240 New
Carson Wealth (CWM LLC)
64
Carson Wealth (CWM LLC)
Nebraska
$2K +$2K +58 New
GRP
65
Global Retirement Partners
California
$1.24K
PB
66
Pinnacle Bancorp
Nebraska
$1K
HI
67
Harbour Investments
Wisconsin
$858
WF
68
Wayfinding Financial
Washington
-$2.02M -57,133 Closed
Jane Street
69
Jane Street
New York
-$931K -26,313 Closed
UBS Group
70
UBS Group
Switzerland
-$149K -4,213 Closed
MA
71
MUFG Americas
New York
-$149K -4,200 Closed
SWM
72
Stapp Wealth Management
Washington
-$6K -175 Closed
FFA
73
Founders Financial Alliance
North Carolina
-$3K -75 Closed
Citigroup
74
Citigroup
New York
-$2K -46 Closed