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JPMorgan Diversified Return US Small Cap Equity ETF

39 hedge funds and large institutions have $81.8M invested in JPMorgan Diversified Return US Small Cap Equity ETF in 2020 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 12 increasing their positions, 16 reducing their positions, and 7 closing their positions.

Holders
39
Holders Change
-1
Holders Change %
-2.5%
% of All Funds
0.86%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
8
Increased
12
Reduced
16
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CW
1
CreativeOne Wealth
Kansas
$14.9M 691,866 +9,989 +1%
FVWA
2
Foster Victor Wealth Advisors
South Carolina
$11.7M 523,182 +80,858 +18%
Bank of America
3
Bank of America
North Carolina
$8.81M 408,843 +213,514 +109%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$7.68M 356,355 -11,210 -3%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$6.94M 322,059 +44,451 +16%
Osaic Holdings
6
Osaic Holdings
Arizona
$3.78M 175,450 +175,450 New
AssetMark Inc
7
AssetMark Inc
California
$3.6M 166,988 -30,259 -15%
HFM
8
Hartford Financial Management
Connecticut
$2.89M 133,954 +133,954 New
AP
9
Appleton Partners
Massachusetts
$2.64M 122,644 -8,665 -7%
GM
10
GeoWealth Management
Illinois
$2.47M 114,456 -3,649 -3%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$1.99M 92,104 +79,269 +618%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$1.97M 91,343 +9,004 +11%
Ameriprise
13
Ameriprise
Minnesota
$1.54M 71,458 +2,510 +4%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$1.45M 67,340 +2,204 +3%
MPWT
15
MassMutual Private Wealth & Trust
Connecticut
$1.42M 66,042 +3,790 +6%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$1.02M 47,190 -16,083 -25%
AI
17
Atria Investments
North Carolina
$803K 37,260 -3,711 -9%
FWM
18
Frontier Wealth Management
Missouri
$755K 35,036 -11,731 -25%
Citadel Advisors
19
Citadel Advisors
Florida
$707K 32,824 +32,824 New
Jane Street
20
Jane Street
New York
$703K 32,618 -14,818 -31%
OPS
21
Orion Portfolio Solutions
Nebraska
$675K 31,315 +31,315 New
PA
22
Pinnacle Associates
New York
$575K 26,685 +26,685 New
PWMAG
23
Pinnacle Wealth Management Advisory Group
New Jersey
$575K 26,685 +26,685 New
RW
24
RVW Wealth
California
$488K 22,659 -83,395 -79%
FAAS
25
First Allied Advisory Services
California
$346K 16,042 -416 -3%