JPSE icon

JPMorgan Diversified Return US Small Cap Equity ETF

100 hedge funds and large institutions have $386M invested in JPMorgan Diversified Return US Small Cap Equity ETF in 2024 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 38 increasing their positions, 31 reducing their positions, and 5 closing their positions.

Holders
100
Holders Change
+4
Holders Change %
+4.17%
% of All Funds
1.33%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.07%
New
15
Increased
38
Reduced
31
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Fidelity Investments
76
Fidelity Investments
Massachusetts
$58.2K 1,243 +100 +9%
PTC
77
Private Trust Company
Ohio
$52.8K 1,127 -136 -11%
CCA
78
Criterion Capital Advisors
Tennessee
$35.1K 805
UBS Group
79
UBS Group
Switzerland
$20.4K 436 +436 New
IA
80
IFP Advisors
Florida
$19.7K 421 +13 +3%
ACA
81
Aptus Capital Advisors
Alabama
$19.1K 409 +3 +0.7%
SIC
82
Salem Investment Counselors
North Carolina
$18.7K 400 -400 -50%
BIA
83
Bell Investment Advisors
California
$17.2K 368
PS
84
Principal Securities
Iowa
$13.2K 282
GSWM
85
Golden State Wealth Management
California
$12.8K 273 +273 New
AWM
86
AE Wealth Management
Kansas
$10.9K 232 +232 New
TCG
87
Transcendent Capital Group
Oklahoma
$10.6K 227 +101 +80%
CFD
88
Creative Financial Designs
Indiana
$9.6K 205 +151 +280%
FFA
89
Farther Finance Advisors
California
$8.94K 191
S
90
SignatureFD
Georgia
$6.09K 130 +130 New
GM
91
GeoWealth Management
Illinois
$5.17K 110 +70 +175%
SPIA
92
Steward Partners Investment Advisory
New York
$4.17K 89 +46 +107%
CAS
93
Coppell Advisory Solutions
Texas
$3.74K 80
AF
94
Advisornet Financial
Minnesota
$3.04K 65
GRP
95
Global Retirement Partners
California
$2.39K 51
Comerica Bank
96
Comerica Bank
Texas
$2.34K 50 +50 New
WP
97
WealthShield Partners
North Carolina
$1.5K 32
SAM
98
Synergy Asset Management
Washington
$48 1 +1 New
OSAM
99
O'Shaughnessy Asset Management
Connecticut
$47 1
Wells Fargo
100
Wells Fargo
California