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JPMorgan Diversified Return US Small Cap Equity ETF
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Overview Fund Activity

68 hedge funds and large institutions have $226M invested in JPMorgan Diversified Return US Small Cap Equity ETF in 2022 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 22 increasing their positions, 19 reducing their positions, and 8 closing their positions.

Holders
68
Holders Change
+11
Holders Change %
+19.3%
% of All Funds
1.1%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
19
Increased
22
Reduced
19
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GA
1
Goldstein Advisors
Wisconsin
$12.2M
2
GKWIM
2
Gerber Kawasaki Wealth & Investment Management
California
$11.8M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$25.5M
4
Morgan Stanley
4
Morgan Stanley
New York
$10.8M
5
EFH
5
Eaton Financial Holdings
Florida
$3.61M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$724K
2
Ameriprise
2
Ameriprise
Minnesota
$9.71M
3
WF
3
Wayfinding Financial
Washington
$0
4
AFM
4
Andesa Financial Management
Pennsylvania
$2.41M
5
Jane Street
5
Jane Street
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
KOC
1
Koss-Olinger Consulting
Florida
$39.2M 1,012,244 +30,015 +3%
RJFSA
2
Raymond James Financial Services Advisors
Florida
$25.5M 656,969 +158,600 +32%
Bank of America
3
Bank of America
North Carolina
$18.7M 483,608 +6,141 +1%
LPL Financial
4
LPL Financial
California
$15.7M 404,139 +59,395 +17%
GA
5
Goldstein Advisors
Wisconsin
$12.2M 314,591 +314,591 New
GKWIM
6
Gerber Kawasaki Wealth & Investment Management
California
$11.8M 305,679 +305,679 New
Morgan Stanley
7
Morgan Stanley
New York
$10.8M 279,619 +98,111 +54%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$9.94M 256,639 -14,287 -5%
Ameriprise
9
Ameriprise
Minnesota
$9.71M 250,646 -109,117 -30%
CAWM
10
Capital Advisors Wealth Management
Washington
$7.64M 197,314 +46,989 +31%
AP
11
Appleton Partners
Massachusetts
$6.47M 167,098 -2,834 -2%
HFM
12
Hartford Financial Management
Connecticut
$6.41M 165,437 -12,043 -7%
CWA
13
Choice Wealth Advisors
Maine
$5.99M 154,554 +8,826 +6%
SL
14
Systelligence LLC
Minnesota
$4.62M 119,275 -1,240 -1%
EFH
15
Eaton Financial Holdings
Florida
$3.61M 93,095 +93,095 New
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$3.25M 83,916 +10,189 +14%
FPF
17
First Pacific Financial
Washington
$3.03M 78,238 -120 -0.2%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$2.46M 63,379 -5,125 -7%
AFM
19
Andesa Financial Management
Pennsylvania
$2.41M 62,333 -48,829 -44%
IWC
20
Integrated Wealth Concepts
Massachusetts
$2.18M 56,196 +958 +2%
LAS
21
LWM Advisory Services
Florida
$2.15M 55,494 +25,362 +84%
DC
22
Davenport & Co
Virginia
$1.65M 42,471 +1,319 +3%
BBL
23
Beck Bode LLC
Massachusetts
$1.6M 41,244 -444 -1%
CW
24
CreativeOne Wealth
Kansas
$1.44M 37,077 -2,761 -7%
FCM
25
Family Capital Management
Michigan
$1.23M 31,827 +31,827 New
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