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JPMorgan Diversified Return US Small Cap Equity ETF

73 hedge funds and large institutions have $271M invested in JPMorgan Diversified Return US Small Cap Equity ETF in 2023 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 40 increasing their positions, 17 reducing their positions, and 2 closing their positions.

Holders
73
Holders Change
+5
Holders Change %
+7.35%
% of All Funds
1.17%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.11%
New
8
Increased
40
Reduced
17
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
RJFSA
1
Raymond James Financial Services Advisors
Florida
$43.4M 1,087,974 +431,005 +66%
KOC
2
Koss-Olinger Consulting
Florida
$43.3M 1,086,572 +74,328 +7%
LPL Financial
3
LPL Financial
California
$20.6M 516,511 +112,372 +28%
Bank of America
4
Bank of America
North Carolina
$19.2M 482,414 -1,194 -0.2%
Morgan Stanley
5
Morgan Stanley
New York
$14.1M 352,920 +73,301 +26%
GKWIM
6
Gerber Kawasaki Wealth & Investment Management
California
$12.8M 320,169 +14,490 +5%
Ameriprise
7
Ameriprise
Minnesota
$11.4M 285,655 +35,009 +14%
CAWM
8
Capital Advisors Wealth Management
Washington
$10.8M 271,116 +73,802 +37%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$10.1M 252,807 -3,832 -1%
EFH
10
Eaton Financial Holdings
Florida
$6.72M 168,604 +75,509 +81%
AP
11
Appleton Partners
Massachusetts
$6.63M 166,302 -796 -0.5%
HFM
12
Hartford Financial Management
Connecticut
$6.6M 165,612 +175 +0.1%
GA
13
Goldstein Advisors
Wisconsin
$6.57M 164,857 -149,734 -48%
CWA
14
Choice Wealth Advisors
Maine
$6.38M 160,033 +5,479 +4%
AFM
15
Andesa Financial Management
Pennsylvania
$5.4M 134,900 +72,567 +116%
SL
16
Systelligence LLC
Minnesota
$4.83M 121,135 +1,860 +2%
Osaic Holdings
17
Osaic Holdings
Arizona
$4.03M 101,065 +82,358 +440%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$3.55M 89,038 +5,122 +6%
FPF
19
First Pacific Financial
Washington
$3.05M 76,541 -1,697 -2%
LAS
20
LWM Advisory Services
Florida
$2.53M 63,480 +7,986 +14%
IWC
21
Integrated Wealth Concepts
Massachusetts
$2.21M 55,444 -752 -1%
WF
22
Wayfinding Financial
Washington
$2.09M 52,370 +52,370 New
DC
23
Davenport & Co
Virginia
$1.92M 48,201 +5,730 +13%
MA
24
Mutual Advisors
Nebraska
$1.91M 47,913 +24,403 +104%
CW
25
CreativeOne Wealth
Kansas
$1.57M 39,470 +2,393 +6%