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JPMorgan Diversified Return US Small Cap Equity ETF

40 hedge funds and large institutions have $108M invested in JPMorgan Diversified Return US Small Cap Equity ETF in 2020 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 15 increasing their positions, 18 reducing their positions, and 4 closing their positions.

Holders
40
Holders Change
-2
Holders Change %
-4.76%
% of All Funds
0.71%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
4
Increased
15
Reduced
18
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$14.1M 392,540 +3,383 +0.9%
CW
2
CreativeOne Wealth
Kansas
$12.5M 347,260 -131,836 -28%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$11.6M 323,102 -5,432 -2%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$10.2M 283,155 -61,719 -18%
AssetMark Inc
5
AssetMark Inc
California
$9.02M 250,424 -140,797 -36%
Osaic Holdings
6
Osaic Holdings
Arizona
$8.87M 246,189 +5,305 +2%
HFM
7
Hartford Financial Management
Connecticut
$6.44M 178,763 +763 +0.4%
AP
8
Appleton Partners
Massachusetts
$4.33M 120,329 +5,598 +5%
LPL Financial
9
LPL Financial
California
$3.27M 90,708 +49,489 +120%
MPWT
10
MassMutual Private Wealth & Trust
Connecticut
$2.91M 80,879 +3,876 +5%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$2.54M 70,492 +2,246 +3%
FPF
12
First Pacific Financial
Washington
$2.18M 60,477 -6,404 -10%
AI
13
Atria Investments
North Carolina
$1.77M 49,070 -13,166 -21%
IWC
14
Integrated Wealth Concepts
Massachusetts
$1.71M 47,535 +47,535 New
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$1.7M 47,202 -4,599 -9%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$1.55M 42,939 -14,184 -25%
AFM
17
Andesa Financial Management
Pennsylvania
$1.54M 42,667 -29,969 -41%
Jane Street
18
Jane Street
New York
$1.43M 39,593 +6,406 +19%
Morgan Stanley
19
Morgan Stanley
New York
$1.42M 39,415 +27,061 +219%
Citadel Advisors
20
Citadel Advisors
Florida
$1.37M 37,978 +29,643 +356%
OPS
21
Orion Portfolio Solutions
Nebraska
$1.1M 30,637 -148 -0.5%
GM
22
GeoWealth Management
Illinois
$917K 25,559 -93 -0.4%
PA
23
Pinnacle Associates
New York
$807K 22,410 -3,375 -13%
PWMAG
24
Pinnacle Wealth Management Advisory Group
New Jersey
$807K 22,410 -3,375 -13%
BSW
25
Buckingham Strategic Wealth
Missouri
$719K 19,957 -3,367 -14%