JPSE icon

JPMorgan Diversified Return US Small Cap Equity ETF
JPSE

Overview Fund Activity

37 hedge funds and large institutions have $100M invested in JPMorgan Diversified Return US Small Cap Equity ETF in 2019 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 18 increasing their positions, 9 reducing their positions, and 4 closing their positions.

Holders
37
Holders Change
+5
Holders Change %
+15.63%
% of All Funds
0.81%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
9
Increased
18
Reduced
9
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GM
1
GeoWealth Management
Illinois
$11M
2
ACM
2
Avalon Capital Management
California
$3.62M
3
RW
3
RVW Wealth
California
$3.23M
4
Jane Street
4
Jane Street
New York
$2M
5
LPL Financial
5
LPL Financial
California
$1.87M

Top Sellers

1
TIM
1
Total Investment Management
Arizona
$0
2
PFG
2
Pacific Financial Group
Washington
$2.53M
3
CAM
3
Concorde Asset Management
Michigan
$0
4
Morgan Stanley
4
Morgan Stanley
New York
$1.93M
5
AFM
5
Andesa Financial Management
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CW
1
CreativeOne Wealth
Kansas
$19.5M 642,375 +12,396 +2%
FVWA
2
Foster Victor Wealth Advisors
South Carolina
$13.5M 452,007 +21,354 +5%
GM
3
GeoWealth Management
Illinois
$11M 363,178 +346,388 +2,063%
Bank of America
4
Bank of America
North Carolina
$6.16M 203,218 +44,944 +28%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$6.02M 198,669 +11,053 +6%
Ameriprise
6
Ameriprise
Minnesota
$5.97M 196,883 +7,765 +4%
AssetMark Inc
7
AssetMark Inc
California
$4.32M 142,482 +8,075 +6%
AP
8
Appleton Partners
Massachusetts
$3.92M 129,368 +5,700 +5%
ACM
9
Avalon Capital Management
California
$3.62M 119,479 +119,479 New
RW
10
RVW Wealth
California
$3.23M 106,517 +106,517 New
PFG
11
Pacific Financial Group
Washington
$2.53M 82,094 -51,711 -39%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$2.15M 70,847 +2,354 +3%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$2.1M 69,405 +14,681 +27%
Jane Street
14
Jane Street
New York
$2M 66,041 +66,041 New
FWM
15
Frontier Wealth Management
Missouri
$1.93M 63,754 -4,687 -7%
Morgan Stanley
16
Morgan Stanley
New York
$1.93M 63,704 -8,022 -11%
LPL Financial
17
LPL Financial
California
$1.87M 61,635 +61,635 New
MPWT
18
MassMutual Private Wealth & Trust
Connecticut
$1.19M 39,093 +4,285 +12%
JPMorgan Chase & Co
19
JPMorgan Chase & Co
New York
$1.14M 37,743 +26 +0.1%
Citadel Advisors
20
Citadel Advisors
Florida
$1.11M 36,689 +36,689 New
HighTower Advisors
21
HighTower Advisors
Illinois
$803K 26,423 +26,423 New
AI
22
Atria Investments
North Carolina
$625K 20,624 +5,259 +34%
HCM
23
Hengehold Capital Management
Ohio
$610K 20,132 -500 -2%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$605K 19,980 +17 +0.1%
LNC
25
Lincoln National Corp
Pennsylvania
$574K 18,928 +869 +5%
1
2