JPSE icon

JPMorgan Diversified Return US Small Cap Equity ETF

95 hedge funds and large institutions have $334M invested in JPMorgan Diversified Return US Small Cap Equity ETF in 2024 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 37 increasing their positions, 31 reducing their positions, and 6 closing their positions.

Holders
95
Holders Change
+1
Holders Change %
+1.06%
% of All Funds
1.38%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
9
Increased
37
Reduced
31
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
KOC
1
Koss-Olinger Consulting
Florida
$52.2M 1,196,351 +1,196,351 New
RJFSA
2
Raymond James Financial Services Advisors
Florida
$31.8M 728,558 -94,470 -11%
LPL Financial
3
LPL Financial
California
$28M 641,076 -137,192 -18%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$23M 527,905 -29,136 -5%
Bank of America
5
Bank of America
North Carolina
$21.8M 501,123 +2,687 +0.5%
Ameriprise
6
Ameriprise
Minnesota
$13.3M 167,143 -238,110 -59%
TFA
7
Teamwork Financial Advisors
Texas
$12.7M 292,371 +292,371 New
Morgan Stanley
8
Morgan Stanley
New York
$11.2M 256,443 +21,346 +9%
CAWM
9
Capital Advisors Wealth Management
Washington
$10.5M 239,778 -183,787 -43%
GA
10
Goldstein Advisors
Wisconsin
$8.92M 204,629 +13,108 +7%
Stifel Financial
11
Stifel Financial
Missouri
$8.3M 190,288 +6,363 +3%
GKWIM
12
Gerber Kawasaki Wealth & Investment Management
California
$7.73M 177,202 -3,171 -2%
AP
13
Appleton Partners
Massachusetts
$7.71M 176,859 +3,660 +2%
TAM
14
Tocqueville Asset Management
New York
$7.42M 170,239 +1,497 +0.9%
HFM
15
Hartford Financial Management
Connecticut
$7.05M 161,607 -724 -0.4%
FAIM
16
Financial Advocates Investment Management
Washington
$6.68M 153,172 +34,700 +29%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$5.86M 134,311 +35,230 +36%
Osaic Holdings
18
Osaic Holdings
Arizona
$5.79M 132,697 +31,658 +31%
Northwestern Mutual Wealth Management
19
Northwestern Mutual Wealth Management
Wisconsin
$5.71M 130,986 +4,282 +3%
SFC
20
Sprinkle Financial Consultants
Colorado
$4.08M 93,503 +3,242 +4%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$3.84M 88,084 +50,804 +136%
DC
22
Davenport & Co
Virginia
$3.83M 87,918 +741 +0.8%
FPF
23
First Pacific Financial
Washington
$3.56M 81,745 -1,158 -1%
IWC
24
Integrated Wealth Concepts
Massachusetts
$2.88M 66,074 -8,077 -11%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$2.27M 51,969 +4,731 +10%