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JPMorgan Diversified Return US Small Cap Equity ETF

73 hedge funds and large institutions have $271M invested in JPMorgan Diversified Return US Small Cap Equity ETF in 2023 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 40 increasing their positions, 17 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
73
Holders Change
+5
Holders Change %
+7.35%
% of All Funds
1.17%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.11%
New
8
Increased
40
Reduced
17
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MMM
51
Mendel Money Management
Illinois
$311K +$40.3K +1,011 +15%
SWP
52
Stratos Wealth Partners
Ohio
$293K -$26.2K -658 -8%
KAS
53
Kestra Advisory Services
Texas
$281K +$31.1K +781 +12%
JPMorgan Chase & Co
54
JPMorgan Chase & Co
New York
$252K +$177K +4,452 +238%
KWM
55
Kingsview Wealth Management
Oregon
$231K +$231K +5,787 New
DAS
56
Dynamic Advisor Solutions
Arizona
$219K -$88.6K -2,224 -29%
US Bancorp
57
US Bancorp
Minnesota
$162K -$5.54K -139 -3%
IA
58
IFP Advisors
Florida
$123K +$2.31K +74 +2%
PTC
59
Private Trust Company
Ohio
$53.1K +$8.53K +214 +19%
CFGS
60
Concourse Financial Group Securities
Alabama
$49.8K
Fidelity Investments
61
Fidelity Investments
Massachusetts
$37.8K +$14.7K +369 +64%
SIC
62
Salem Investment Counselors
North Carolina
$31.9K +$4.98K +125 +19%
AAS
63
Ameritas Advisory Services
Nebraska
$18K +$18K +455 New
EWA
64
EverSource Wealth Advisors
Alabama
$9.57K
FCAS
65
First Command Advisory Services
Texas
$8.37K +$8.37K +210 New
PA
66
PSI Advisors
Florida
$7.97K +$7.97K +200 New
IFAM
67
Institutional & Family Asset Management
Colorado
$3.71K +$3.71K +93 New
PB
68
Pinnacle Bancorp
Nebraska
$3.43K +$2.43K +61 +244%
SPIA
69
Steward Partners Investment Advisory
New York
$1.71K +$1.71K +43 New
Commonwealth Equity Services
70
Commonwealth Equity Services
Massachusetts
$1.64K -$888 -22,297 -35%
GRP
71
Global Retirement Partners
California
$1.22K
HI
72
Harbour Investments
Wisconsin
$883
MCC
73
Money Concepts Capital
Florida
-$101K -2,619 Closed
Carson Wealth (CWM LLC)
74
Carson Wealth (CWM LLC)
Nebraska
-$2K -58 Closed