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JPMorgan Diversified Return US Small Cap Equity ETF

45 hedge funds and large institutions have $135M invested in JPMorgan Diversified Return US Small Cap Equity ETF in 2021 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 11 increasing their positions, 18 reducing their positions, and 4 closing their positions.

Holders
45
Holders Change
+5
Holders Change %
+12.5%
% of All Funds
0.79%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
9
Increased
11
Reduced
18
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
KOC
1
Koss-Olinger Consulting
Florida
$23.4M 552,317 +552,317 New
Bank of America
2
Bank of America
North Carolina
$15.9M 376,766 -15,774 -4%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$12M 282,682 -473 -0.2%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$11.9M 281,526 -41,576 -13%
CW
5
CreativeOne Wealth
Kansas
$10.3M 244,268 -102,992 -30%
Osaic Holdings
6
Osaic Holdings
Arizona
$10.2M 241,394 -4,795 -2%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$8.29M 195,841 +125,349 +178%
HFM
8
Hartford Financial Management
Connecticut
$7.54M 178,277 -486 -0.3%
AP
9
Appleton Partners
Massachusetts
$5.48M 129,624 +9,295 +8%
AFM
10
Andesa Financial Management
Pennsylvania
$3.99M 94,300 +51,633 +121%
LPL Financial
11
LPL Financial
California
$3.77M 89,174 -1,534 -2%
Morgan Stanley
12
Morgan Stanley
New York
$3.13M 74,047 +34,632 +88%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$2.83M 66,799 +19,597 +42%
FPF
14
First Pacific Financial
Washington
$2.5M 59,031 -1,446 -2%
IWC
15
Integrated Wealth Concepts
Massachusetts
$2.17M 51,320 +3,785 +8%
Jane Street
16
Jane Street
New York
$1.19M 28,092 -11,501 -29%
OPS
17
Orion Portfolio Solutions
Nebraska
$1.17M 27,557 -3,080 -10%
GM
18
GeoWealth Management
Illinois
$1.13M 26,621 +1,062 +4%
PA
19
Pinnacle Associates
New York
$948K 22,410
PWMAG
20
Pinnacle Wealth Management Advisory Group
New Jersey
$948K 22,410
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$812K 19,187 -23,752 -55%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$797K 18,844 +4,649 +33%
Goldman Sachs
23
Goldman Sachs
New York
$771K 18,228
Ameriprise
24
Ameriprise
Minnesota
$723K 17,085 +593 +4%
LA
25
LexAurum Advisors
Kansas
$614K 14,522 -2,303 -14%