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JPMorgan Diversified Return US Small Cap Equity ETF

40 hedge funds and large institutions have $130M invested in JPMorgan Diversified Return US Small Cap Equity ETF in 2021 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 11 increasing their positions, 20 reducing their positions, and 3 closing their positions.

Holders
40
Holders Change
-3
Holders Change %
-6.98%
% of All Funds
0.7%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
1
Increased
11
Reduced
20
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
KOC
1
Koss-Olinger Consulting
Florida
$26.6M 614,926 +13,505 +2%
Bank of America
2
Bank of America
North Carolina
$16.6M 384,718 +12,307 +3%
Osaic Holdings
3
Osaic Holdings
Arizona
$11.2M 258,355 +9,094 +4%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$11.1M 255,883 -10,827 -4%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$8.95M 206,967 +1,609 +0.8%
HFM
6
Hartford Financial Management
Connecticut
$7.85M 181,626 +1,531 +0.9%
AP
7
Appleton Partners
Massachusetts
$6.37M 147,238 +9,699 +7%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$5.53M 127,876 -72,567 -36%
LPL Financial
9
LPL Financial
California
$3.78M 87,542 -1,417 -2%
Ameriprise
10
Ameriprise
Minnesota
$3.58M 82,850 +61,437 +287%
Morgan Stanley
11
Morgan Stanley
New York
$3.44M 79,679 -7,701 -9%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$3.09M 71,537 -508 -0.7%
IWC
13
Integrated Wealth Concepts
Massachusetts
$2.58M 59,693 +4,476 +8%
AFM
14
Andesa Financial Management
Pennsylvania
$2.45M 56,780 -48,730 -46%
FPF
15
First Pacific Financial
Washington
$2.41M 55,818 -417 -0.7%
FTUS
16
Flow Traders U.S.
New York
$2.07M 47,762 +25,195 +112%
CW
17
CreativeOne Wealth
Kansas
$1.7M 39,288 -44,151 -53%
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$1.66M 38,363 -568 -1%
WI
19
WBI Investments
New Jersey
$1.2M 27,939 +36 +0.1%
OPS
20
Orion Portfolio Solutions
Nebraska
$1.13M 26,243 -484 -2%
PA
21
Pinnacle Associates
New York
$969K 22,410
PWMAG
22
Pinnacle Wealth Management Advisory Group
New Jersey
$969K 22,410
Goldman Sachs
23
Goldman Sachs
New York
$899K 20,786 -3,310 -14%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$827K 19,141 -6 -0%
LA
25
LexAurum Advisors
Kansas
$612K 14,157 -254 -2%