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JPMorgan Diversified Return US Small Cap Equity ETF

96 hedge funds and large institutions have $381M invested in JPMorgan Diversified Return US Small Cap Equity ETF in 2024 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 39 increasing their positions, 33 reducing their positions, and 5 closing their positions.

Holders
96
Holders Change
+1
Holders Change %
+1.05%
% of All Funds
1.39%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
7
Increased
39
Reduced
33
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
KOC
1
Koss-Olinger Consulting
Florida
$58.2M 1,211,892 +15,541 +1%
RJFSA
2
Raymond James Financial Services Advisors
Florida
$37.5M 780,718 +52,160 +7%
RJA
3
Raymond James & Associates
Florida
$27.1M 564,297 +522,168 +1,239%
LPL Financial
4
LPL Financial
California
$26.6M 553,045 -88,031 -14%
Bank of America
5
Bank of America
North Carolina
$23.3M 485,046 -16,077 -3%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$23.1M 480,392 -47,513 -9%
TFA
7
Teamwork Financial Advisors
Texas
$16M 333,125 +40,754 +14%
Morgan Stanley
8
Morgan Stanley
New York
$12.4M 258,484 +2,041 +0.8%
CAWM
9
Capital Advisors Wealth Management
Washington
$11.6M 241,626 +1,848 +0.8%
GA
10
Goldstein Advisors
Wisconsin
$10.6M 220,057 +15,428 +8%
Stifel Financial
11
Stifel Financial
Missouri
$9.17M 190,829 +541 +0.3%
GKWIM
12
Gerber Kawasaki Wealth & Investment Management
California
$8.54M 177,764 +562 +0.3%
AP
13
Appleton Partners
Massachusetts
$8.54M 177,701 +842 +0.5%
TAM
14
Tocqueville Asset Management
New York
$8.01M 166,857 -3,382 -2%
HFM
15
Hartford Financial Management
Connecticut
$7.78M 161,943 +336 +0.2%
Ameriprise
16
Ameriprise
Minnesota
$7.48M 155,743 -11,400 -7%
FAIM
17
Financial Advocates Investment Management
Washington
$7.44M 154,909 +1,737 +1%
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$6.85M 142,704 +11,718 +9%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$6.66M 138,633 +4,322 +3%
SFC
20
Sprinkle Financial Consultants
Colorado
$4.77M 99,387 +5,884 +6%
DC
21
Davenport & Co
Virginia
$4.44M 92,515 +4,597 +5%
Osaic Holdings
22
Osaic Holdings
Arizona
$4.07M 84,673 -48,024 -36%
FPF
23
First Pacific Financial
Washington
$3.9M 81,279 -466 -0.6%
IWC
24
Integrated Wealth Concepts
Massachusetts
$3.13M 65,140 -934 -1%
KWM
25
Kingsview Wealth Management
Oregon
$2.54M 52,973 +2,938 +6%