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JPMorgan Diversified Return US Equity ETF

70 hedge funds and large institutions have $335M invested in JPMorgan Diversified Return US Equity ETF in 2023 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 21 increasing their positions, 30 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
70
Holders Change
-4
Holders Change %
-5.41%
% of All Funds
1.12%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
6
Increased
21
Reduced
30
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
KCM
51
Kathmere Capital Management
Pennsylvania
$263K
GM
52
GeoWealth Management
Illinois
$261K +$183K +1,955 +234%
WI
53
WBI Investments
New Jersey
$260K -$6.39K -68 -2%
Truist Financial
54
Truist Financial
North Carolina
$258K +$258K +2,752 New
Stifel Financial
55
Stifel Financial
Missouri
$245K
ACA
56
Aptus Capital Advisors
Alabama
$231K -$56.1K -597 -20%
NSAM
57
North Star Asset Management
Wisconsin
$221K
Fidelity Investments
58
Fidelity Investments
Massachusetts
$217K +$2.35K +25 +1%
AAS
59
Ameritas Advisory Services
Nebraska
$214K +$214K +2,286 New
HNB
60
Huntington National Bank
Ohio
$153K -$159K
Carson Wealth (CWM LLC)
61
Carson Wealth (CWM LLC)
Nebraska
$113K -$13.8K -148 -11%
SWM
62
Sanctuary Wealth Management
Idaho
$100K
OSAM
63
O'Shaughnessy Asset Management
Connecticut
$97.9K
Northwestern Mutual Wealth Management
64
Northwestern Mutual Wealth Management
Wisconsin
$73.6K
Comerica Bank
65
Comerica Bank
Texas
$60.2K +$60.2K +641 New
HI
66
Harbour Investments
Wisconsin
$43.8K +$282 +3 +0.6%
TSWM
67
Tyler-Stone Wealth Management
Ohio
$33K
US Bancorp
68
US Bancorp
Minnesota
$31.1K -$50.7K -540 -62%
FFA
69
Farther Finance Advisors
California
$22.8K +$22.8K +243 New
GRP
70
Global Retirement Partners
California
$10.2K
PTC
71
Private Trust Company
Ohio
$7.23K -$5.64K -60 -44%
SIA
72
SkyView Investment Advisors
New Jersey
-$4.63M -47,388 Closed
Qube Research & Technologies (QRT)
73
Qube Research & Technologies (QRT)
United Kingdom
-$687K -12,688 Closed
CA
74
Cetera Advisors
Colorado
-$615K -6,290 Closed
CAN
75
Cetera Advisor Networks
California
-$219K -2,242 Closed