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JPMorgan Diversified Return US Small Cap Equity ETF

43 hedge funds and large institutions have $140M invested in JPMorgan Diversified Return US Small Cap Equity ETF in 2021 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 17 increasing their positions, 14 reducing their positions, and 4 closing their positions.

Holders
43
Holders Change
-2
Holders Change %
-4.44%
% of All Funds
0.75%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
3
Increased
17
Reduced
14
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
KOC
1
Koss-Olinger Consulting
Florida
$26.7M 601,421 +49,104 +9%
Bank of America
2
Bank of America
North Carolina
$16.5M 372,411 -4,355 -1%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$11.8M 266,710 -15,972 -6%
Osaic Holdings
4
Osaic Holdings
Arizona
$11.1M 249,261 +7,867 +3%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$9.12M 205,358 +9,517 +5%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$8.9M 200,443 -81,083 -29%
HFM
7
Hartford Financial Management
Connecticut
$7.99M 180,095 +1,818 +1%
AP
8
Appleton Partners
Massachusetts
$6.11M 137,539 +7,915 +6%
AFM
9
Andesa Financial Management
Pennsylvania
$4.68M 105,510 +11,210 +12%
LPL Financial
10
LPL Financial
California
$3.95M 88,959 -215 -0.2%
Morgan Stanley
11
Morgan Stanley
New York
$3.88M 87,380 +13,333 +18%
CW
12
CreativeOne Wealth
Kansas
$3.7M 83,439 -160,829 -66%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$3.2M 72,045 +5,246 +8%
FPF
14
First Pacific Financial
Washington
$2.5M 56,235 -2,796 -5%
IWC
15
Integrated Wealth Concepts
Massachusetts
$2.45M 55,217 +3,897 +8%
Citadel Advisors
16
Citadel Advisors
Florida
$2.16M 48,591 +48,591 New
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$1.73M 38,931 +19,744 +103%
WI
18
WBI Investments
New Jersey
$1.24M 27,903 +27,903 New
OPS
19
Orion Portfolio Solutions
Nebraska
$1.19M 26,727 -830 -3%
GM
20
GeoWealth Management
Illinois
$1.07M 24,091 -2,530 -10%
Goldman Sachs
21
Goldman Sachs
New York
$1.07M 24,096 +5,868 +32%
FTUS
22
Flow Traders U.S.
New York
$1M 22,567 +17,207 +321%
PA
23
Pinnacle Associates
New York
$995K 22,410
PWMAG
24
Pinnacle Wealth Management Advisory Group
New Jersey
$995K 22,410
Ameriprise
25
Ameriprise
Minnesota
$951K 21,413 +4,328 +25%