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JPMorgan Diversified Return US Small Cap Equity ETF

35 hedge funds and large institutions have $136M invested in JPMorgan Diversified Return US Small Cap Equity ETF in 2019 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 14 increasing their positions, 12 reducing their positions, and 6 closing their positions.

Holders
35
Holders Change
+2
Holders Change %
+6.06%
% of All Funds
0.76%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
8
Increased
14
Reduced
12
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
TIM
1
Total Investment Management
Arizona
$49.6M 1,641,162 +1,641,162 New
CW
2
CreativeOne Wealth
Kansas
$17.4M 572,784 +148,574 +35%
FVWA
3
Foster Victor Wealth Advisors
South Carolina
$13.2M 434,249 -27,879 -6%
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$11.9M 391,798 -209,551 -35%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$6.36M 209,803 -9,228 -4%
Ameriprise
6
Ameriprise
Minnesota
$4.95M 163,466 +70,951 +77%
Bank of America
7
Bank of America
North Carolina
$4.39M 144,833 -25,529 -15%
PFG
8
Pacific Financial Group
Washington
$4.05M 133,663 -165,069 -55%
AP
9
Appleton Partners
Massachusetts
$3.39M 111,673 +11,850 +12%
AssetMark Inc
10
AssetMark Inc
California
$3.3M 108,739 +23,049 +27%
Jane Street
11
Jane Street
New York
$2.75M 90,766 +90,766 New
FWM
12
Frontier Wealth Management
Missouri
$2.34M 77,147 -5,172 -6%
Morgan Stanley
13
Morgan Stanley
New York
$2.18M 71,961 -189 -0.3%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$2.03M 66,988 +3,395 +5%
MPWT
15
MassMutual Private Wealth & Trust
Connecticut
$1.03M 34,097 +34,097 New
RJFSA
16
Raymond James Financial Services Advisors
Florida
$845K 27,863 -17,505 -39%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$768K 25,324 +7,524 +42%
HCM
18
Hengehold Capital Management
Ohio
$625K 20,632
LA
19
LexAurum Advisors
Kansas
$601K 19,828 +913 +5%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$501K 16,514 +16,514 New
CAM
21
Concorde Asset Management
Michigan
$494K 16,199 -469 -3%
FAAS
22
First Allied Advisory Services
California
$492K 16,174 -1,399 -8%
AFM
23
Andesa Financial Management
Pennsylvania
$492K 16,268 +6,262 +63%
LNC
24
Lincoln National Corp
Pennsylvania
$475K 15,683 +15,683 New
AG
25
Advisor Group
Arizona
$437K 14,411 -1,809 -11%