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JPMorgan Diversified Return US Small Cap Equity ETF

100 hedge funds and large institutions have $386M invested in JPMorgan Diversified Return US Small Cap Equity ETF in 2024 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 38 increasing their positions, 31 reducing their positions, and 5 closing their positions.

Holders
100
Holders Change
+4
Holders Change %
+4.17%
% of All Funds
1.33%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.07%
New
15
Increased
38
Reduced
31
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Raymond James Financial
1
Raymond James Financial
Florida
$65.3M 1,395,139 +1,395,139 New
KOC
2
Koss-Olinger Consulting
Florida
$57.9M 1,237,906 +26,014 +2%
LPL Financial
3
LPL Financial
California
$28.8M 615,084 +62,039 +11%
Bank of America
4
Bank of America
North Carolina
$25.7M 549,113 +64,067 +13%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$21.2M 451,851 -28,541 -6%
CAWM
6
Capital Advisors Wealth Management
Washington
$17.9M 383,263 +141,637 +59%
Morgan Stanley
7
Morgan Stanley
New York
$13.2M 281,574 +23,090 +9%
GA
8
Goldstein Advisors
Wisconsin
$10.7M 228,895 +8,838 +4%
Stifel Financial
9
Stifel Financial
Missouri
$9.15M 195,428 +4,599 +2%
GKWIM
10
Gerber Kawasaki Wealth & Investment Management
California
$8.31M 177,479 -285 -0.2%
AP
11
Appleton Partners
Massachusetts
$8.28M 176,944 -757 -0.4%
TAM
12
Tocqueville Asset Management
New York
$7.67M 163,753 -3,104 -2%
HFM
13
Hartford Financial Management
Connecticut
$7.54M 161,040 -903 -0.6%
Northwestern Mutual Wealth Management
14
Northwestern Mutual Wealth Management
Wisconsin
$7.01M 149,682 +6,978 +5%
FAIM
15
Financial Advocates Investment Management
Washington
$6.57M 140,254 -14,655 -9%
Osaic Holdings
16
Osaic Holdings
Arizona
$6.39M 136,428 +51,755 +61%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$6.28M 134,086 -4,547 -3%
Ameriprise
18
Ameriprise
Minnesota
$5.85M 124,924 -30,819 -20%
KFSN
19
Keystone Financial Services (Nebraska)
Nebraska
$5.83M 124,623 +124,623 New
SFC
20
Sprinkle Financial Consultants
Colorado
$5.02M 107,185 +7,798 +8%
IAG
21
Ipsen Advisor Group
Arkansas
$4.84M 103,437 +103,437 New
DC
22
Davenport & Co
Virginia
$4.57M 97,532 +5,017 +5%
FPF
23
First Pacific Financial
Washington
$3.78M 80,658 -621 -0.8%
Jones Financial Companies
24
Jones Financial Companies
Missouri
$3.32M 70,948 +27,622 +64%
IWC
25
Integrated Wealth Concepts
Massachusetts
$2.9M 61,925 -3,215 -5%