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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 %
AA
51
Ancora Advisors
Ohio
$294K -$11.7K -120 -4%
WI
52
WBI Investments
New Jersey
$277K +$42.9K +439 +18%
KCM
53
Kathmere Capital Management
Pennsylvania
$273K
EH
54
Equitable Holdings
New York
$263K +$263K +2,695 New
Stifel Financial
55
Stifel Financial
Missouri
$255K +$2.05K +21 +0.8%
NSAM
56
North Star Asset Management
Wisconsin
$230K -$44K -450 -16%
Fidelity Investments
57
Fidelity Investments
Massachusetts
$223K -$1.37K -14 -0.6%
CAN
58
Cetera Advisor Networks
California
$219K
Ameriprise
59
Ameriprise
Minnesota
$213K +$213K +2,174 New
CA
60
Continuum Advisory
Idaho
$203K -$52.8K -540 -21%
MCM
61
MAI Capital Management
Ohio
$202K +$202K +2,064 New
HNB
62
Huntington National Bank
Ohio
$159K
Carson Wealth (CWM LLC)
63
Carson Wealth (CWM LLC)
Nebraska
$133K -$11.9K -121 -8%
SWM
64
Sanctuary Wealth Management
Idaho
$104K +$104K +1,066 New
OSAM
65
O'Shaughnessy Asset Management
Connecticut
$102K
US Bancorp
66
US Bancorp
Minnesota
$85.2K
GM
67
GeoWealth Management
Illinois
$81K -$5.02M -51,767 -98%
Northwestern Mutual Wealth Management
68
Northwestern Mutual Wealth Management
Wisconsin
$76.7K -$391 -4 -0.5%
HI
69
Harbour Investments
Wisconsin
$45.3K +$196 +2 +0.4%
TSWM
70
Tyler-Stone Wealth Management
Ohio
$35K +$35K +355 New
Fifth Third Bancorp
71
Fifth Third Bancorp
Ohio
$17.6K
VAG
72
VisionPoint Advisory Group
Texas
$16.1K +$16.1K +165 New
PTC
73
Private Trust Company
Ohio
$13.4K +$7.04K +72 +111%
GRP
74
Global Retirement Partners
California
$10.7K +$98 +1 +0.9%
SS
75
Sunbelt Securities
Texas
$4.79K