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JPMorgan Diversified Return US Small Cap Equity ETF

32 hedge funds and large institutions have $128M invested in JPMorgan Diversified Return US Small Cap Equity ETF in 2019 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 16 increasing their positions, 12 reducing their positions, and 5 closing their positions.

Holders
32
Holders Change
-3
Holders Change %
-8.57%
% of All Funds
0.7%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
2
Increased
16
Reduced
12
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
TIM
1
Total Investment Management
Arizona
$50.7M 1,706,049 +64,887 +4%
CW
2
CreativeOne Wealth
Kansas
$19.4M 629,979 +57,195 +10%
FVWA
3
Foster Victor Wealth Advisors
South Carolina
$13.3M 430,653 -3,596 -0.8%
Ameriprise
4
Ameriprise
Minnesota
$5.82M 189,118 +25,652 +16%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$5.79M 187,616 -22,187 -11%
Bank of America
6
Bank of America
North Carolina
$4.88M 158,274 +13,441 +9%
AssetMark Inc
7
AssetMark Inc
California
$4.15M 134,407 +25,668 +24%
PFG
8
Pacific Financial Group
Washington
$4.06M 133,805 +142 +0.1%
AP
9
Appleton Partners
Massachusetts
$3.82M 123,668 +11,995 +11%
Morgan Stanley
10
Morgan Stanley
New York
$2.21M 71,726 -235 -0.3%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$2.11M 68,493 +1,505 +2%
FWM
12
Frontier Wealth Management
Missouri
$2.11M 68,441 -8,706 -11%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$1.69M 54,724 +29,400 +116%
JPMorgan Chase & Co
14
JPMorgan Chase & Co
New York
$1.15M 37,717 -354,081 -90%
MPWT
15
MassMutual Private Wealth & Trust
Connecticut
$1.07M 34,808 +711 +2%
HCM
16
Hengehold Capital Management
Ohio
$637K 20,632
RJFSA
17
Raymond James Financial Services Advisors
Florida
$616K 19,963 -7,900 -28%
LNC
18
Lincoln National Corp
Pennsylvania
$557K 18,059 +2,376 +15%
GM
19
GeoWealth Management
Illinois
$518K 16,790 +16,790 New
CAM
20
Concorde Asset Management
Michigan
$506K 16,375 +176 +1%
AI
21
Atria Investments
North Carolina
$451K 15,365 +15,365 New
BTS
22
BB&T Securities
Virginia
$395K 12,800 +2,825 +28%
FAAS
23
First Allied Advisory Services
California
$356K 11,540 -4,634 -29%
LTFS
24
Ladenburg Thalmann Financial Services
Florida
$333K 10,802 -205 -2%
OIA
25
OneDigital Investment Advisors
Kansas
$333K 10,799 +2,803 +35%