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JPMorgan Diversified Return US Small Cap Equity ETF

57 hedge funds and large institutions have $181M invested in JPMorgan Diversified Return US Small Cap Equity ETF in 2022 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 24 increasing their positions, 10 reducing their positions, and 3 closing their positions.

Holders
57
Holders Change
+13
Holders Change %
+29.55%
% of All Funds
0.99%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.07%
New
16
Increased
24
Reduced
10
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
KOC
1
Koss-Olinger Consulting
Florida
$34.8M 982,229 +303,210 +45%
RJFSA
2
Raymond James Financial Services Advisors
Florida
$17.6M 498,369 -27,726 -5%
Bank of America
3
Bank of America
North Carolina
$16.9M 477,467 +13,258 +3%
Ameriprise
4
Ameriprise
Minnesota
$12.7M 359,763 +220,488 +158%
LPL Financial
5
LPL Financial
California
$12.2M 344,744 +142,448 +70%
Osaic Holdings
6
Osaic Holdings
Arizona
$11.5M 324,580 +19,508 +6%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$9.59M 270,926 +14,827 +6%
Morgan Stanley
8
Morgan Stanley
New York
$6.42M 181,508 +46,519 +34%
HFM
9
Hartford Financial Management
Connecticut
$6.28M 177,480 -5,223 -3%
AP
10
Appleton Partners
Massachusetts
$6.01M 169,932 +3,198 +2%
CAWM
11
Capital Advisors Wealth Management
Washington
$5.32M 150,325 +150,325 New
CWA
12
Choice Wealth Advisors
Maine
$5.16M 145,728 +145,728 New
SL
13
Systelligence LLC
Minnesota
$4.26M 120,515
AFM
14
Andesa Financial Management
Pennsylvania
$3.93M 111,162 +53,669 +93%
FPF
15
First Pacific Financial
Washington
$2.77M 78,358 +6,027 +8%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$2.61M 73,727 +55,170 +297%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$2.42M 68,504 -2,132 -3%
WF
18
Wayfinding Financial
Washington
$2.02M 57,133 +57,133 New
IWC
19
Integrated Wealth Concepts
Massachusetts
$1.95M 55,238 -14,921 -21%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$1.53M 43,214 +23,776 +122%
BBL
21
Beck Bode LLC
Massachusetts
$1.48M 41,688 +41,688 New
DC
22
Davenport & Co
Virginia
$1.46M 41,152 +10,484 +34%
MA
23
Mutual Advisors
Nebraska
$1.45M 41,028 +24,003 +141%
CW
24
CreativeOne Wealth
Kansas
$1.41M 39,838 -670 -2%
LAS
25
LWM Advisory Services
Florida
$1.07M 30,132 +482 +2%