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JPMorgan Diversified Return US Small Cap Equity ETF

24 hedge funds and large institutions have $72M invested in JPMorgan Diversified Return US Small Cap Equity ETF in 2018 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 14 increasing their positions, 6 reducing their positions, and 3 closing their positions.

Holders
24
Holders Change
+1
Holders Change %
+4.35%
% of All Funds
0.55%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
4
Increased
14
Reduced
6
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$30.8M 947,180 +349 +0%
CW
2
CreativeOne Wealth
Kansas
$9.66M 296,803 +122,572 +70%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$6.8M 208,853 +208,853 New
AssetMark Inc
4
AssetMark Inc
California
$6.48M 198,907 +83,878 +73%
FWM
5
Frontier Wealth Management
Missouri
$3.66M 112,353 +43,641 +64%
AP
6
Appleton Partners
Massachusetts
$3.1M 95,081 +5,800 +6%
Jane Street
7
Jane Street
New York
$2.51M 77,013 -648 -0.8%
Bank of America
8
Bank of America
North Carolina
$1.82M 56,019 +1,860 +3%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$1.82M 56,030 +24,176 +76%
RJA
10
Raymond James & Associates
Florida
$1.14M 35,048 +323 +0.9%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$932K 28,637 -985 -3%
LPL Financial
12
LPL Financial
California
$696K 21,395 +4,727 +28%
FAAS
13
First Allied Advisory Services
California
$571K 17,453 -1,508 -8%
AG
14
Advisor Group
Arizona
$515K 15,812 -2,370 -13%
LTFS
15
Ladenburg Thalmann Financial Services
Florida
$425K 13,041 -229 -2%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$382K 11,738 +2,806 +31%
BTS
17
BB&T Securities
Virginia
$326K 10,040 +951 +10%
SFSIG
18
San Francisco Sentry Investment Group
California
$221K 6,781 +6,151 +976%
UBS Group
19
UBS Group
Switzerland
$66K 2,040 +2,040 New
TCM
20
TD Capital Management
Tennessee
$65K 1,984 +5 +0.3%
CAL
21
Capital Analysts LLC
Pennsylvania
$38K 1,175 +103 +10%
Carson Wealth (CWM LLC)
22
Carson Wealth (CWM LLC)
Nebraska
$4K 118 +118 New
LWA
23
Lenox Wealth Advisors
New York
$4K 120 +120 New
Morgan Stanley
24
Morgan Stanley
New York
$1K 37 -86 -70%
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
-7,877 Closed