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JPMorgan Diversified Return US Small Cap Equity ETF

88 hedge funds and large institutions have $354M invested in JPMorgan Diversified Return US Small Cap Equity ETF in 2023 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 38 increasing their positions, 29 reducing their positions, and 7 closing their positions.

Holders
88
Holders Change
+6
Holders Change %
+7.32%
% of All Funds
1.29%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
13
Increased
38
Reduced
29
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
RJFSA
1
Raymond James Financial Services Advisors
Florida
$57.1M 1,296,286 +95,064 +8%
KOC
2
Koss-Olinger Consulting
Florida
$49.4M 1,120,370 -31,009 -3%
LPL Financial
3
LPL Financial
California
$32.7M 741,841 +52,023 +8%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$26.6M 603,220 +7,708 +1%
CAWM
5
Capital Advisors Wealth Management
Washington
$24M 544,956 +39,901 +8%
Bank of America
6
Bank of America
North Carolina
$21.8M 493,877 +8,604 +2%
Morgan Stanley
7
Morgan Stanley
New York
$12.3M 278,534 +134,016 +93%
CWA
8
Choice Wealth Advisors
Maine
$8.16M 185,325 +4,816 +3%
GKWIM
9
Gerber Kawasaki Wealth & Investment Management
California
$8.05M 182,836 -34,056 -16%
Stifel Financial
10
Stifel Financial
Missouri
$7.87M 178,673 -13,802 -7%
GA
11
Goldstein Advisors
Wisconsin
$7.72M 175,316 +7,772 +5%
AP
12
Appleton Partners
Massachusetts
$7.58M 172,006 +1,795 +1%
HFM
13
Hartford Financial Management
Connecticut
$7.15M 162,360 -1,704 -1%
Ameriprise
14
Ameriprise
Minnesota
$6.88M 156,071 -56,263 -26%
TAM
15
Tocqueville Asset Management
New York
$5.8M 131,570 +9,774 +8%
IFA
16
Interactive Financial Advisors
Illinois
$5.55M 66,626 +52,588 +375%
Northwestern Mutual Wealth Management
17
Northwestern Mutual Wealth Management
Wisconsin
$5.04M 114,448 +10,969 +11%
Osaic Holdings
18
Osaic Holdings
Arizona
$4.26M 96,668 -6,850 -7%
FPF
19
First Pacific Financial
Washington
$3.7M 84,097 +11,621 +16%
DC
20
Davenport & Co
Virginia
$3.35M 76,077 +2,120 +3%
IWC
21
Integrated Wealth Concepts
Massachusetts
$2.96M 67,093 +4,078 +6%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$2.72M 61,792 +7,367 +14%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$2.33M 52,969 +1,713 +3%
WF
24
Wayfinding Financial
Washington
$2.17M 49,274 -592 -1%
SWP
25
Stratos Wealth Partners
Ohio
$2.11M 47,904 +12,069 +34%