JPSE icon

JPMorgan Diversified Return US Small Cap Equity ETF

42 hedge funds and large institutions have $94.4M invested in JPMorgan Diversified Return US Small Cap Equity ETF in 2020 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 13 increasing their positions, 17 reducing their positions, and 1 closing their positions.

Holders
42
Holders Change
+6
Holders Change %
+16.67%
% of All Funds
0.85%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
7
Increased
13
Reduced
17
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CW
1
CreativeOne Wealth
Kansas
$13.6M 479,096 -164,122 -26%
AssetMark Inc
2
AssetMark Inc
California
$11.1M 391,221 +16,108 +4%
Bank of America
3
Bank of America
North Carolina
$11.1M 389,157 -3,281 -0.8%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$9.81M 344,874 +20,614 +6%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$9.34M 328,534 -11,519 -3%
Osaic Holdings
6
Osaic Holdings
Arizona
$6.85M 240,884 +11,941 +5%
HFM
7
Hartford Financial Management
Connecticut
$5.06M 178,000 -1,041 -0.6%
AP
8
Appleton Partners
Massachusetts
$3.26M 114,731 -6,763 -6%
MPWT
9
MassMutual Private Wealth & Trust
Connecticut
$2.19M 77,003 -2,123 -3%
AFM
10
Andesa Financial Management
Pennsylvania
$2.07M 72,636 +42,870 +144%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$1.94M 68,246 +1,831 +3%
FPF
12
First Pacific Financial
Washington
$1.9M 66,881 +66,881 New
AI
13
Atria Investments
North Carolina
$1.77M 62,236 +7,691 +14%
Ameriprise
14
Ameriprise
Minnesota
$1.71M 60,187 -1,099 -2%
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$1.63M 57,123 -12,327 -18%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$1.47M 51,801 -8,769 -14%
LPL Financial
17
LPL Financial
California
$1.17M 41,219 +1,295 +3%
Jane Street
18
Jane Street
New York
$944K 33,187 +33,187 New
OPS
19
Orion Portfolio Solutions
Nebraska
$875K 30,785 -1,246 -4%
PA
20
Pinnacle Associates
New York
$733K 25,785
PWMAG
21
Pinnacle Wealth Management Advisory Group
New Jersey
$733K 25,785
GM
22
GeoWealth Management
Illinois
$727K 25,652 -3,016 -11%
BSW
23
Buckingham Strategic Wealth
Missouri
$663K 23,324 +23,324 New
Goldman Sachs
24
Goldman Sachs
New York
$481K 16,922 +16,922 New
ECM
25
ETrade Capital Management
Virginia
$475K 16,711 +8,310 +99%