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JPMorgan Diversified Return US Small Cap Equity ETF

94 hedge funds and large institutions have $303M invested in JPMorgan Diversified Return US Small Cap Equity ETF in 2024 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 39 increasing their positions, 31 reducing their positions, and 7 closing their positions.

Holders
94
Holders Change
+6
Holders Change %
+6.82%
% of All Funds
1.36%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
13
Increased
39
Reduced
31
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
$37.2M 823,028 -473,258 -37%
LPL Financial
2
LPL Financial
California
$35.2M 778,268 +36,427 +5%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$25.2M 557,041 -46,179 -8%
Bank of America
4
Bank of America
North Carolina
$22.5M 498,436 +4,559 +0.9%
CAWM
5
Capital Advisors Wealth Management
Washington
$19.1M 423,565 -121,391 -22%
Ameriprise
6
Ameriprise
Minnesota
$15.4M 405,253 +249,182 +160%
Morgan Stanley
7
Morgan Stanley
New York
$10.6M 235,097 -43,437 -16%
GA
8
Goldstein Advisors
Wisconsin
$8.66M 191,521 +16,205 +9%
CWA
9
Choice Wealth Advisors
Maine
$8.56M 189,316 +3,991 +2%
Stifel Financial
10
Stifel Financial
Missouri
$8.31M 183,925 +5,252 +3%
GKWIM
11
Gerber Kawasaki Wealth & Investment Management
California
$8.15M 180,373 -2,463 -1%
AP
12
Appleton Partners
Massachusetts
$7.83M 173,199 +1,193 +0.7%
TAM
13
Tocqueville Asset Management
New York
$7.63M 168,742 +37,172 +28%
HFM
14
Hartford Financial Management
Connecticut
$7.34M 162,331 -29 -0%
Northwestern Mutual Wealth Management
15
Northwestern Mutual Wealth Management
Wisconsin
$5.73M 126,704 +12,256 +11%
FAIM
16
Financial Advocates Investment Management
Washington
$5.35M 118,472 +118,472 New
Osaic Holdings
17
Osaic Holdings
Arizona
$4.57M 101,039 +4,371 +5%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$4.48M 99,081 +66,515 +204%
SFC
19
Sprinkle Financial Consultants
Colorado
$4.08M 90,261 +49,878 +124%
DC
20
Davenport & Co
Virginia
$3.94M 87,177 +11,100 +15%
FPF
21
First Pacific Financial
Washington
$3.75M 82,903 -1,194 -1%
IWC
22
Integrated Wealth Concepts
Massachusetts
$3.35M 74,151 +7,058 +11%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$2.41M 53,319 +350 +0.7%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$2.14M 47,238 -14,554 -24%
RJA
25
Raymond James & Associates
Florida
$1.91M 42,300 +4,717 +13%