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JPMorgan Diversified Return US Small Cap Equity ETF
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Overview Fund Activity

40 hedge funds and large institutions have $139M invested in JPMorgan Diversified Return US Small Cap Equity ETF in 2021 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 16 increasing their positions, 12 reducing their positions, and 7 closing their positions.

Holders
40
Holders Change
–
Holders Change %
0%
% of All Funds
0.62%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
7
Increased
16
Reduced
12
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$15.1M
2
MFG
2
Menard Financial Group
Texas
$1.74M
3
LPL Financial
3
LPL Financial
California
$4.99M
4
Morgan Stanley
4
Morgan Stanley
New York
$4.48M
5
WI
5
WBI Investments
New Jersey
$1.92M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1.26M
2
FTUS
2
Flow Traders U.S.
New York
$0
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$810K
4
Citadel Advisors
4
Citadel Advisors
Florida
$0
5
Ameriprise
5
Ameriprise
Minnesota
$3.31M
Name Holding Trade Value Shares
Change 		Shares
Change %
KOC
1
Koss-Olinger Consulting
Florida
$28.8M +$535K +11,640 +2%
Bank of America
2
Bank of America
North Carolina
$17.7M +$1.7K +37 +0%
Osaic Holdings
3
Osaic Holdings
Arizona
$15.1M +$3.24M +70,540 +27%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$11.6M -$151K -3,291 -1%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$9.97M +$459K +9,988 +5%
HFM
6
Hartford Financial Management
Connecticut
$8.3M -$46.4K -1,009 -0.6%
AP
7
Appleton Partners
Massachusetts
$7.18M +$406K +8,836 +6%
LPL Financial
8
LPL Financial
California
$4.99M +$962K +20,918 +24%
Morgan Stanley
9
Morgan Stanley
New York
$4.48M +$812K +17,667 +22%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$3.37M +$76.7K +1,669 +2%
Ameriprise
11
Ameriprise
Minnesota
$3.31M -$495K -10,768 -13%
IWC
12
Integrated Wealth Concepts
Massachusetts
$2.86M +$114K +2,478 +4%
FPF
13
First Pacific Financial
Washington
$2.81M +$247K +5,373 +10%
AFM
14
Andesa Financial Management
Pennsylvania
$2.79M +$182K +3,962 +7%
CW
15
CreativeOne Wealth
Kansas
$2.37M +$563K +12,237 +31%
WI
16
WBI Investments
New Jersey
$1.92M +$644K +14,139 +51%
MFG
17
Menard Financial Group
Texas
$1.74M +$1.74M +37,932 New
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$1.26M -$4.62M -100,495 -79%
PA
19
Pinnacle Associates
New York
$1.03M – – –
PWMAG
20
Pinnacle Wealth Management Advisory Group
New Jersey
$1.03M – – –
OPS
21
Orion Portfolio Solutions
Nebraska
$912K -$295K -6,406 -24%
GM
22
GeoWealth Management
Illinois
$815K +$185K +4,027 +29%
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$810K -$954K -20,752 -54%
Goldman Sachs
24
Goldman Sachs
New York
$799K -$156K -3,400 -16%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$781K -$98.9K -2,152 -11%
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