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JPMorgan Diversified Return US Small Cap Equity ETF

36 hedge funds and large institutions have $89.9M invested in JPMorgan Diversified Return US Small Cap Equity ETF in 2020 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 11 increasing their positions, 21 reducing their positions, and 6 closing their positions.

Holders
36
Holders Change
-3
Holders Change %
-7.69%
% of All Funds
0.74%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
3
Increased
11
Reduced
21
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CW
1
CreativeOne Wealth
Kansas
$17.5M 643,218 -48,648 -7%
Bank of America
2
Bank of America
North Carolina
$10.7M 392,438 -16,405 -4%
AssetMark Inc
3
AssetMark Inc
California
$10.2M 375,113 +208,125 +125%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$9.24M 340,053 -16,302 -5%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$8.81M 324,260 +2,201 +0.7%
Osaic Holdings
6
Osaic Holdings
Arizona
$6.22M 228,943 +53,493 +30%
HFM
7
Hartford Financial Management
Connecticut
$4.86M 179,041 +45,087 +34%
AP
8
Appleton Partners
Massachusetts
$3.3M 121,494 -1,150 -0.9%
MPWT
9
MassMutual Private Wealth & Trust
Connecticut
$2.15M 79,126 +13,084 +20%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$1.89M 69,450 -22,654 -25%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$1.8M 66,415 -24,928 -27%
Ameriprise
12
Ameriprise
Minnesota
$1.67M 61,286 -10,172 -14%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$1.65M 60,570 -6,770 -10%
AI
14
Atria Investments
North Carolina
$1.48M 54,545 +17,285 +46%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$1.21M 44,388 -2,802 -6%
LPL Financial
16
LPL Financial
California
$1.08M 39,924 +25,270 +172%
OPS
17
Orion Portfolio Solutions
Nebraska
$870K 32,031 +716 +2%
AFM
18
Andesa Financial Management
Pennsylvania
$807K 29,766 +29,766 New
GM
19
GeoWealth Management
Illinois
$780K 28,668 -85,788 -75%
PA
20
Pinnacle Associates
New York
$700K 25,785 -900 -3%
PWMAG
21
Pinnacle Wealth Management Advisory Group
New Jersey
$700K 25,785 -900 -3%
LA
22
LexAurum Advisors
Kansas
$397K 14,635 +1,285 +10%
FVWA
23
Foster Victor Wealth Advisors
South Carolina
$338K 12,446 -510,736 -98%
Morgan Stanley
24
Morgan Stanley
New York
$327K 12,058 -2,447 -17%
CAM
25
Cozad Asset Management
Illinois
$316K 11,650 +11,650 New