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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 %
SWP
51
Stratos Wealth Partners
Ohio
$625K -$641K -14,705 -51%
HIF
52
Hill Island Financial
Michigan
$622K -$1.53K -35 -0.2%
CWM
53
Cornerstone Wealth Management
Missouri
$616K +$17.7K +407 +3%
BMMM
54
Boston Mountain Money Management
Arkansas
$605K
KAS
55
Kestra Advisory Services
Texas
$592K +$41.9K +960 +8%
Goldman Sachs
56
Goldman Sachs
New York
$531K -$1.31M -30,022 -71%
Jones Financial Companies
57
Jones Financial Companies
Missouri
$524K +$515K +11,813 +5,762%
NFG
58
Nations Financial Group
Iowa
$504K +$88.4K +2,027 +21%
KAS
59
KPP Advisory Services
Kentucky
$453K -$236K -5,422 -34%
MMM
60
Mendel Money Management
Illinois
$447K +$9.2K +211 +2%
PWMAG
61
Pinnacle Wealth Management Advisory Group
New Jersey
$386K -$7.89K -181 -2%
PA
62
Pinnacle Associates
New York
$386K -$7.89K -181 -2%
SI
63
Stephens Inc
Arkansas
$348K -$734K -16,834 -68%
KPWS
64
Kestra Private Wealth Services
Texas
$327K +$83.3K +1,911 +34%
PFS
65
Prospera Financial Services
Texas
$301K -$17.1K -392 -5%
HighTower Advisors
66
HighTower Advisors
Illinois
$277K -$282K -6,436 -50%
NEWAS
67
N.E.W. Advisory Services
Wisconsin
$272K -$7.67K -176 -3%
IF
68
Intrua Financial
Texas
$240K
CWA
69
Choice Wealth Advisors
Maine
$228K -$8.03M -184,079 -97%
HCM
70
Hengehold Capital Management
Ohio
$208K
AWM
71
Aspire Wealth Management
Massachusetts
$137K
AFG
72
Albion Financial Group
Utah
$131K +$131K +3,004 New
US Bancorp
73
US Bancorp
Minnesota
$96.4K -$56.4K -1,293 -37%
BFEC
74
Benjamin F. Edwards & Company
Missouri
$64K +$1.31K +30 +2%
Fidelity Investments
75
Fidelity Investments
Massachusetts
$54.5K +$28.8K +660 +112%