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JPMorgan Diversified Return US Small Cap Equity ETF

94 hedge funds and large institutions have $303M invested in JPMorgan Diversified Return US Small Cap Equity ETF in 2024 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 39 increasing their positions, 31 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
94
Holders Change
+6
Holders Change %
+6.82%
% of All Funds
1.36%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
13
Increased
39
Reduced
31
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SIC
76
Salem Investment Counselors
North Carolina
$36.2K
ACA
77
Aptus Capital Advisors
Alabama
$33.3K +$32.4K +716 +3,580%
Fidelity Investments
78
Fidelity Investments
Massachusetts
$26.7K -$3.66K -81 -12%
FFA
79
Farther Finance Advisors
California
$19.3K
IA
80
IFP Advisors
Florida
$18.3K -$80.2K -1,777 -81%
BIA
81
Bell Investment Advisors
California
$16.6K +$5.24K +116 +46%
Jones Financial Companies
82
Jones Financial Companies
Missouri
$9.27K +$9.27K +205 New
SC
83
Stephens Consulting
Michigan
$8.18K +$8.18K +181 New
AF
84
Advisornet Financial
Minnesota
$2.94K +$2.94K +65 New
PS
85
Principal Securities
Iowa
$2.53K
CFD
86
Creative Financial Designs
Indiana
$2.44K
GRP
87
Global Retirement Partners
California
$2.31K +$90 +2 +4%
SPIA
88
Steward Partners Investment Advisory
New York
$1.94K
WP
89
WealthShield Partners
North Carolina
$1.45K +$1.45K +32 New
HI
90
Harbour Investments
Wisconsin
$1K
FAM
91
Family Asset Management
South Carolina
$271 -$452 -10 -63%
Wells Fargo
92
Wells Fargo
California
$38 -$128K -3,376 -100%
OSAM
93
O'Shaughnessy Asset Management
Connecticut
$25 +$25 +1 New
KOC
94
Koss-Olinger Consulting
Florida
-$49.4M -1,120,370 Closed
WF
95
Wayfinding Financial
Washington
-$2.17M -49,274 Closed
Two Sigma Investments
96
Two Sigma Investments
New York
-$220K -5,000 Closed
DWP
97
Daymark Wealth Partners
Ohio
-$210K -4,757 Closed
ODG
98
O'Dell Group
Ohio
-$32.7K -742 Closed
Comerica Bank
99
Comerica Bank
Texas
-$16.7K -378 Closed
PA
100
PSI Advisors
Florida
-$8.96K -204 Closed