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JPMorgan Diversified Return US Small Cap Equity ETF
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Overview Fund Activity

40 hedge funds and large institutions have $126M invested in JPMorgan Diversified Return US Small Cap Equity ETF in 2019 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 19 increasing their positions, 12 reducing their positions, and 3 closing their positions.

Holders
40
Holders Change
+3
Holders Change %
+8.11%
% of All Funds
0.79%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.06%
New
7
Increased
19
Reduced
12
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$9.04M
2
PFG
2
Pacific Financial Group
Washington
$10.2M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$12M
4
LTFS
4
Ladenburg Thalmann Financial Services
Florida
$4.9M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$2.68M

Top Sellers

1
GM
1
GeoWealth Management
Illinois
$3.85M
2
Ameriprise
2
Ameriprise
Minnesota
$2.25M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$16K
4
Citadel Advisors
4
Citadel Advisors
Florida
$0
5
Jane Street
5
Jane Street
New York
$1.55M
Name Market Value Shares Shares
Change 		Shares
Change %
CW
1
CreativeOne Wealth
Kansas
$22.2M 681,877 +39,502 +6%
FVWA
2
Foster Victor Wealth Advisors
South Carolina
$14.3M 442,324 -9,683 -2%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$12M 367,565 +168,896 +85%
PFG
4
Pacific Financial Group
Washington
$10.2M 313,540 +231,446 +282%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$9.04M 277,608 +277,608 New
AssetMark Inc
6
AssetMark Inc
California
$6.42M 197,247 +54,765 +38%
Bank of America
7
Bank of America
North Carolina
$6.36M 195,329 -7,889 -4%
LTFS
8
Ladenburg Thalmann Financial Services
Florida
$4.9M 150,449 +140,237 +1,373%
AP
9
Appleton Partners
Massachusetts
$4.28M 131,309 +1,941 +2%
GM
10
GeoWealth Management
Illinois
$3.85M 118,105 -245,073 -67%
ACM
11
Avalon Capital Management
California
$3.75M 115,051 -4,428 -4%
RW
12
RVW Wealth
California
$3.45M 106,054 -463 -0.4%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$2.68M 82,339 +62,359 +312%
Morgan Stanley
14
Morgan Stanley
New York
$2.36M 72,346 +8,642 +14%
Ameriprise
15
Ameriprise
Minnesota
$2.25M 68,948 -127,935 -65%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$2.12M 65,136 -5,711 -8%
LPL Financial
17
LPL Financial
California
$2.12M 65,114 +3,479 +6%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$2.06M 63,273 -6,132 -9%
MPWT
19
MassMutual Private Wealth & Trust
Connecticut
$2.03M 62,252 +23,159 +59%
Jane Street
20
Jane Street
New York
$1.55M 47,436 -18,605 -28%
FWM
21
Frontier Wealth Management
Missouri
$1.52M 46,767 -16,987 -27%
AI
22
Atria Investments
North Carolina
$1.33M 40,971 +20,347 +99%
HighTower Advisors
23
HighTower Advisors
Illinois
$786K 24,058 -2,365 -9%
HCM
24
Hengehold Capital Management
Ohio
$656K 20,132 – –
LNC
25
Lincoln National Corp
Pennsylvania
$634K 19,472 +544 +3%
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