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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 %
PTC
76
Private Trust Company
Ohio
$36.6K
CCA
77
Criterion Capital Advisors
Tennessee
$35.1K
SIC
78
Salem Investment Counselors
North Carolina
$34.9K
PNC Financial Services Group
79
PNC Financial Services Group
Pennsylvania
$31.4K +$31.4K +720 New
IA
80
IFP Advisors
Florida
$17.7K +$44 +1 +0.2%
ACA
81
Aptus Capital Advisors
Alabama
$17.7K -$14.4K -331 -45%
BIA
82
Bell Investment Advisors
California
$16K
HFS
83
Hantz Financial Services
Michigan
$15K +$14.9K +340 +11,333%
PS
84
Principal Securities
Iowa
$12.3K +$9.85K +226 +404%
FFA
85
Farther Finance Advisors
California
$8.27K -$10.3K -239 -56%
CAS
86
Coppell Advisory Solutions
Texas
$3.49K +$3.49K +80 New
AF
87
Advisornet Financial
Minnesota
$2.83K
CFD
88
Creative Financial Designs
Indiana
$2.35K
GRP
89
Global Retirement Partners
California
$2.22K
SPIA
90
Steward Partners Investment Advisory
New York
$1.88K
WP
91
WealthShield Partners
North Carolina
$1.4K
HI
92
Harbour Investments
Wisconsin
$966
FAM
93
Family Asset Management
South Carolina
$262
Wells Fargo
94
Wells Fargo
California
$60
OSAM
95
O'Shaughnessy Asset Management
Connecticut
$44
PCS
96
Personal CFO Solutions
New Jersey
-$1.43M -31,548 Closed
LNC
97
Lincoln National Corp
Pennsylvania
-$1.39M -30,725 Closed
MA
98
Mutual Advisors
Nebraska
-$799K -17,681 Closed
UBS Group
99
UBS Group
Switzerland
-$353K -7,814 Closed
Mariner
100
Mariner
Kansas
-$257K -5,694 Closed