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JPMorgan Diversified Return US Small Cap Equity ETF

44 hedge funds and large institutions have $141M invested in JPMorgan Diversified Return US Small Cap Equity ETF in 2022 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 16 increasing their positions, 13 reducing their positions, and 5 closing their positions.

Holders
44
Holders Change
+5
Holders Change %
+12.82%
% of All Funds
0.74%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
10
Increased
16
Reduced
13
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
KOC
1
Koss-Olinger Consulting
Florida
$25.4M 679,019 -3,044 -0.4%
RJFSA
2
Raymond James Financial Services Advisors
Florida
$19.7M 526,095 +48,158 +10%
Bank of America
3
Bank of America
North Carolina
$17.4M 464,209 +60,980 +15%
Osaic Holdings
4
Osaic Holdings
Arizona
$11.4M 305,072 -13,628 -4%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$9.58M 256,099 -1,033 -0.4%
LPL Financial
6
LPL Financial
California
$7.57M 202,296 +30,378 +18%
HFM
7
Hartford Financial Management
Connecticut
$6.84M 182,703 -1,416 -0.8%
AP
8
Appleton Partners
Massachusetts
$6.24M 166,734 +4,149 +3%
Ameriprise
9
Ameriprise
Minnesota
$5.2M 139,275 +41,538 +42%
Morgan Stanley
10
Morgan Stanley
New York
$5.05M 134,989 +6,973 +5%
SL
11
Systelligence LLC
Minnesota
$4.51M 120,515 +2,245 +2%
FPF
12
First Pacific Financial
Washington
$2.71M 72,331 +18,121 +33%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$2.64M 70,636 +895 +1%
IWC
14
Integrated Wealth Concepts
Massachusetts
$2.63M 70,159 -9,395 -12%
AFM
15
Andesa Financial Management
Pennsylvania
$2.15M 57,493 -1,141 -2%
CW
16
CreativeOne Wealth
Kansas
$1.52M 40,508 +531 +1%
DC
17
Davenport & Co
Virginia
$1.15M 30,668 +30,668 New
LAS
18
LWM Advisory Services
Florida
$1.11M 29,650 +29,650 New
PWMAG
19
Pinnacle Wealth Management Advisory Group
New Jersey
$760K 20,319 -2,091 -9%
PA
20
Pinnacle Associates
New York
$760K 20,319 -2,091 -9%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$727K 19,438 +14,204 +271%
LA
22
LexAurum Advisors
Kansas
$695K 18,568 +3,211 +21%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$694K 18,557 +561 +3%
MA
24
Mutual Advisors
Nebraska
$637K 17,025 -1,491 -8%
HighTower Advisors
25
HighTower Advisors
Illinois
$530K 14,181 +14,181 New