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JPMorgan Diversified Return US Small Cap Equity ETF

79 hedge funds and large institutions have $312M invested in JPMorgan Diversified Return US Small Cap Equity ETF in 2023 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 34 increasing their positions, 22 reducing their positions, and 8 closing their positions.

Holders
79
Holders Change
+6
Holders Change %
+8.22%
% of All Funds
1.25%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
15
Increased
34
Reduced
22
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
RJFSA
1
Raymond James Financial Services Advisors
Florida
$46.6M 1,137,402 +49,428 +5%
KOC
2
Koss-Olinger Consulting
Florida
$46.1M 1,125,783 +39,211 +4%
LPL Financial
3
LPL Financial
California
$25.6M 623,812 +107,301 +21%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$22.1M 538,470 +285,663 +113%
Bank of America
5
Bank of America
North Carolina
$19.9M 484,939 +2,525 +0.5%
CAWM
6
Capital Advisors Wealth Management
Washington
$19.1M 465,738 +194,622 +72%
Morgan Stanley
7
Morgan Stanley
New York
$14.4M 350,566 -2,354 -0.7%
SL
8
Systelligence LLC
Minnesota
$11.9M 290,765 +169,630 +140%
GKWIM
9
Gerber Kawasaki Wealth & Investment Management
California
$8.61M 210,202 -109,967 -34%
Ameriprise
10
Ameriprise
Minnesota
$8.34M 203,163 -82,492 -29%
CWA
11
Choice Wealth Advisors
Maine
$7.33M 179,023 +18,990 +12%
AP
12
Appleton Partners
Massachusetts
$6.91M 168,691 +2,389 +1%
HFM
13
Hartford Financial Management
Connecticut
$6.75M 164,818 -794 -0.5%
GA
14
Goldstein Advisors
Wisconsin
$6.7M 163,658 -1,199 -0.7%
Mercer Global Advisors
15
Mercer Global Advisors
Colorado
$5.95M 145,196 +145,196 New
TAM
16
Tocqueville Asset Management
New York
$5.05M 123,320 +123,320 New
Osaic Holdings
17
Osaic Holdings
Arizona
$4.04M 98,580 -2,485 -2%
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$3.8M 92,889 +92,889 New
FPF
19
First Pacific Financial
Washington
$3.02M 73,682 -2,859 -4%
RJA
20
Raymond James & Associates
Florida
$2.59M 63,328 +31,817 +101%
IWC
21
Integrated Wealth Concepts
Massachusetts
$2.46M 60,141 +4,697 +8%
DC
22
Davenport & Co
Virginia
$2.44M 59,625 +11,424 +24%
LAS
23
LWM Advisory Services
Florida
$2.32M 56,596 -6,884 -11%
WF
24
Wayfinding Financial
Washington
$2.19M 51,260 -1,110 -2%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$2.04M 49,868 -39,170 -44%