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JPMorgan Diversified Return US Equity ETF

73 hedge funds and large institutions have $316M invested in JPMorgan Diversified Return US Equity ETF in 2023 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 23 increasing their positions, 31 reducing their positions, and 3 closing their positions.

Holders
73
Holders Change
+2
Holders Change %
+2.82%
% of All Funds
1.17%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.1%
New
9
Increased
23
Reduced
31
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
KCM
51
Kathmere Capital Management
Pennsylvania
$267K 2,797
CA
52
Continuum Advisory
Idaho
$251K 2,621 -181 -6%
Stifel Financial
53
Stifel Financial
Missouri
$248K 2,591
WI
54
WBI Investments
New Jersey
$229K 2,398 +2,398 New
Fidelity Investments
55
Fidelity Investments
Massachusetts
$220K 2,296 +471 +26%
AAS
56
Ameritas Advisory Services
Nebraska
$219K 2,284 -1,462 -39%
CAN
57
Cetera Advisor Networks
California
$214K 2,242 -70 -3%
ASN
58
Advisory Services Network
Georgia
$173K 1,808 -577 -24%
Royal Bank of Canada
59
Royal Bank of Canada
Ontario, Canada
$165K 1,721 -461 -21%
Carson Wealth (CWM LLC)
60
Carson Wealth (CWM LLC)
Nebraska
$141K 1,477 -56 -4%
OSAM
61
O'Shaughnessy Asset Management
Connecticut
$99.6K 1,042 +217 +26%
US Bancorp
62
US Bancorp
Minnesota
$83.3K 871
Northwestern Mutual Wealth Management
63
Northwestern Mutual Wealth Management
Wisconsin
$75.3K 788 -65 -8%
BAM
64
Belpointe Asset Management
Nevada
$57K 596
CSPIA
65
Cary Street Partners Investment Advisory
Virginia
$47.8K 500
HI
66
Harbour Investments
Wisconsin
$44K 461 +2 +0.4%
Qube Research & Technologies (QRT)
67
Qube Research & Technologies (QRT)
United Kingdom
$28.6K 299 -55 -16%
Fifth Third Bancorp
68
Fifth Third Bancorp
Ohio
$17.2K 180
PWMG
69
Prestige Wealth Management Group
New Jersey
$10.3K 108
GRP
70
Global Retirement Partners
California
$10.3K 109
PTC
71
Private Trust Company
Ohio
$6.22K 65 +65 New
SS
72
Sunbelt Securities
Texas
$4.62K 49 +49 New
Commonwealth Equity Services
73
Commonwealth Equity Services
Massachusetts
$2.52K 26,400 -964 -4%
Goldman Sachs
74
Goldman Sachs
New York
-95,964 Closed
IA
75
IFP Advisors
Florida
-2,304 Closed