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JPMorgan Diversified Return US Equity ETF

74 hedge funds and large institutions have $346M invested in JPMorgan Diversified Return US Equity ETF in 2023 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 22 increasing their positions, 34 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
74
Holders Change
+1
Holders Change %
+1.37%
% of All Funds
1.17%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
8
Increased
22
Reduced
34
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Wells Fargo
26
Wells Fargo
California
$1.17M -$7.14K -73 -0.6%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$1.15M +$981K +10,035 +583%
PG
28
Patten Group
Tennessee
$1.15M +$360K +3,686 +46%
LA
29
LexAurum Advisors
Kansas
$1.09M -$67.3K -688 -6%
Osaic Holdings
30
Osaic Holdings
Arizona
$1.08M +$143K +1,466 +15%
Goldman Sachs
31
Goldman Sachs
New York
$1.03M +$1.03M +10,533 New
Cetera Investment Advisers
32
Cetera Investment Advisers
Illinois
$868K -$5.28K -54 -0.6%
AC
33
Avant Capital
Louisiana
$688K +$72.3K +739 +12%
Qube Research & Technologies (QRT)
34
Qube Research & Technologies (QRT)
United Kingdom
$687K +$670K +12,389 +4,143%
SAM
35
SignalPoint Asset Management
Missouri
$677K -$978 -10 -0.1%
IFA
36
Interactive Financial Advisors
Illinois
$640K -$6.75K -69 -1%
CA
37
Cetera Advisors
Colorado
$615K -$11.1K -114 -2%
PAG
38
Private Advisor Group
New Jersey
$553K -$22K -225 -4%
Citigroup
39
Citigroup
New York
$529K +$211K +2,161 +66%
OCM
40
One Capital Management
California
$490K -$5.2M -53,213 -91%
BIAS
41
Beacon Investment Advisory Services
New Jersey
$474K
FM
42
Foster & Motley
Ohio
$450K -$11.5K -118 -3%
Susquehanna International Group
43
Susquehanna International Group
Pennsylvania
$427K -$2.35M -23,994 -85%
CCFM
44
Clear Creek Financial Management
Washington
$423K -$18.2K -186 -4%
RJA
45
Raymond James & Associates
Florida
$418K -$177K -1,809 -30%
Envestnet Asset Management
46
Envestnet Asset Management
Illinois
$417K +$20K +205 +5%
IF
47
Intrua Financial
Texas
$409K
NL
48
NWAM LLC
Washington
$378K
KAS
49
Kestra Advisory Services
Texas
$306K +$1.37K +14 +0.4%
ACA
50
Aptus Capital Advisors
Alabama
$299K