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JPMorgan Diversified Return US Small Cap Equity ETF

96 hedge funds and large institutions have $381M invested in JPMorgan Diversified Return US Small Cap Equity ETF in 2024 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 39 increasing their positions, 33 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
96
Holders Change
+1
Holders Change %
+1.05%
% of All Funds
1.39%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
7
Increased
39
Reduced
33
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PTC
76
Private Trust Company
Ohio
$60.6K +$20.3K +422 +50%
Fidelity Investments
77
Fidelity Investments
Massachusetts
$54.9K -$5.14K -107 -9%
SIC
78
Salem Investment Counselors
North Carolina
$38.4K
CCA
79
Criterion Capital Advisors
Tennessee
$35.1K
IA
80
IFP Advisors
Florida
$19.6K +$96 +2 +0.5%
ACA
81
Aptus Capital Advisors
Alabama
$19.5K +$48 +1 +0.2%
BIA
82
Bell Investment Advisors
California
$17.7K
PS
83
Principal Securities
Iowa
$13.5K
FFA
84
Farther Finance Advisors
California
$9.17K
TCG
85
Transcendent Capital Group
Oklahoma
$6.03K +$6.03K +126 New
CAS
86
Coppell Advisory Solutions
Texas
$3.84K
PA
87
Parallel Advisors
California
$3.36K +$3.36K +70 New
AF
88
Advisornet Financial
Minnesota
$3.12K
CFD
89
Creative Financial Designs
Indiana
$2.59K
GRP
90
Global Retirement Partners
California
$2.45K
SPIA
91
Steward Partners Investment Advisory
New York
$2.07K
GM
92
GeoWealth Management
Illinois
$1.95K +$1.95K +40 New
WP
93
WealthShield Partners
North Carolina
$1.54K
FAM
94
Family Asset Management
South Carolina
$288
OSAM
95
O'Shaughnessy Asset Management
Connecticut
$48
Wells Fargo
96
Wells Fargo
California
$10 -$60 -1 Closed
Goldman Sachs
97
Goldman Sachs
New York
-$531K -12,185 Closed
HCM
98
Hengehold Capital Management
Ohio
-$208K -4,764 Closed
PNC Financial Services Group
99
PNC Financial Services Group
Pennsylvania
-$31.4K -720 Closed
HI
100
Harbour Investments
Wisconsin
-$966 -22 Closed