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JPMorgan Diversified Return US Small Cap Equity ETF
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Overview Fund Activity

82 hedge funds and large institutions have $307M invested in JPMorgan Diversified Return US Small Cap Equity ETF in 2023 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 43 increasing their positions, 16 reducing their positions, and 11 closing their positions.

Holders
82
Holders Change
+3
Holders Change %
+3.8%
% of All Funds
1.31%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
14
Increased
43
Reduced
16
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Stifel Financial
1
Stifel Financial
Missouri
$7.56M
2
Citadel Advisors
2
Citadel Advisors
Florida
$4.7M
3
NEWAS
3
N.E.W. Advisory Services
Wisconsin
$2.87M
4
LPL Financial
4
LPL Financial
California
$27.1M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$47.2M

Top Sellers

1
SL
1
Systelligence LLC
Minnesota
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$5.68M
3
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$2.1M
4
Jane Street
4
Jane Street
New York
$0
5
Goldman Sachs
5
Goldman Sachs
New York
$511K
Name Market Value Shares Shares
Change 		Shares
Change %
RJFSA
1
Raymond James Financial Services Advisors
Florida
$47.2M 1,201,222 +63,820 +6%
KOC
2
Koss-Olinger Consulting
Florida
$45.2M 1,151,379 +25,596 +2%
LPL Financial
3
LPL Financial
California
$27.1M 689,818 +66,006 +11%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$23.4M 595,512 +57,042 +11%
CAWM
5
Capital Advisors Wealth Management
Washington
$19.8M 505,055 +39,317 +8%
Bank of America
6
Bank of America
North Carolina
$19.1M 485,273 +334 +0.1%
GKWIM
7
Gerber Kawasaki Wealth & Investment Management
California
$8.52M 216,892 +6,690 +3%
Ameriprise
8
Ameriprise
Minnesota
$8.34M 212,334 +9,171 +5%
Stifel Financial
9
Stifel Financial
Missouri
$7.56M 192,475 +192,475 New
CWA
10
Choice Wealth Advisors
Maine
$7.09M 180,509 +1,486 +0.8%
AP
11
Appleton Partners
Massachusetts
$6.69M 170,211 +1,520 +0.9%
GA
12
Goldstein Advisors
Wisconsin
$6.58M 167,544 +3,886 +2%
HFM
13
Hartford Financial Management
Connecticut
$6.45M 164,064 -754 -0.5%
Morgan Stanley
14
Morgan Stanley
New York
$5.68M 144,518 -206,048 -59%
TAM
15
Tocqueville Asset Management
New York
$4.79M 121,796 -1,524 -1%
Citadel Advisors
16
Citadel Advisors
Florida
$4.7M 119,608 +119,608 New
Osaic Holdings
17
Osaic Holdings
Arizona
$4.07M 103,518 +4,938 +5%
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$4.07M 103,479 +10,590 +11%
DC
19
Davenport & Co
Virginia
$2.91M 73,957 +14,332 +24%
NEWAS
20
N.E.W. Advisory Services
Wisconsin
$2.87M 73,032 +73,032 New
FPF
21
First Pacific Financial
Washington
$2.85M 72,476 -1,206 -2%
IWC
22
Integrated Wealth Concepts
Massachusetts
$2.48M 63,015 +2,874 +5%
RJA
23
Raymond James & Associates
Florida
$2.36M 60,159 -3,169 -5%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$2.14M 54,425 +4,557 +9%
KAS
25
KPP Advisory Services
Kentucky
$2.13M 54,217 +54,217 New
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