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JPMorgan Diversified Return US Small Cap Equity ETF

33 hedge funds and large institutions have $77.7M invested in JPMorgan Diversified Return US Small Cap Equity ETF in 2018 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 12 increasing their positions, 6 reducing their positions, and 5 closing their positions.

Holders
33
Holders Change
+9
Holders Change %
+37.5%
% of All Funds
0.74%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
14
Increased
12
Reduced
6
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$16.1M 601,349 -345,831 -37%
FVWA
2
Foster Victor Wealth Advisors
South Carolina
$12.4M 462,128 +462,128 New
CW
3
CreativeOne Wealth
Kansas
$11.4M 424,210 +127,407 +43%
PFG
4
Pacific Financial Group
Washington
$8.02M 298,732 +298,732 New
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$5.88M 219,031 +10,178 +5%
Bank of America
6
Bank of America
North Carolina
$4.57M 170,362 +114,343 +204%
AP
7
Appleton Partners
Massachusetts
$2.68M 99,823 +4,742 +5%
Ameriprise
8
Ameriprise
Minnesota
$2.43M 92,515 +92,515 New
AssetMark Inc
9
AssetMark Inc
California
$2.3M 85,690 -113,217 -57%
FWM
10
Frontier Wealth Management
Missouri
$2.21M 82,319 -30,034 -27%
Morgan Stanley
11
Morgan Stanley
New York
$1.94M 72,150 +72,113 +194,900%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$1.71M 63,593 +7,563 +13%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$1.22M 45,368 +16,731 +58%
HCM
14
Hengehold Capital Management
Ohio
$554K 20,632 +20,632 New
HighTower Advisors
15
HighTower Advisors
Illinois
$521K 19,379 +19,379 New
LA
16
LexAurum Advisors
Kansas
$508K 18,915 +18,915 New
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$478K 17,800 +6,062 +52%
FAAS
18
First Allied Advisory Services
California
$472K 17,573 +120 +0.7%
CAM
19
Concorde Asset Management
Michigan
$443K 16,668 +16,668 New
AG
20
Advisor Group
Arizona
$434K 16,220 +408 +3%
LTFS
21
Ladenburg Thalmann Financial Services
Florida
$296K 11,011 -2,030 -16%
AFM
22
Andesa Financial Management
Pennsylvania
$268K 10,006 +10,006 New
BTS
23
BB&T Securities
Virginia
$258K 9,646 -394 -4%
SFSIG
24
San Francisco Sentry Investment Group
California
$213K 7,950 +1,169 +17%
OIA
25
OneDigital Investment Advisors
Kansas
$212K 7,898 +7,898 New