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JPMorgan Diversified Return US Equity ETF

76 hedge funds and large institutions have $301M invested in JPMorgan Diversified Return US Equity ETF in 2024 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 20 increasing their positions, 39 reducing their positions, and 5 closing their positions.

Holders
76
Holders Change
-3
Holders Change %
-3.8%
% of All Funds
1.11%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
2
Increased
20
Reduced
39
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AFG
51
Albion Financial Group
Utah
$349K +$349K +3,200 New
KAS
52
Kestra Advisory Services
Texas
$336K +$1.53K +14 +0.5%
KCM
53
Kathmere Capital Management
Pennsylvania
$305K
Truist Financial
54
Truist Financial
North Carolina
$300K
FFN
55
Focus Financial Network
Minnesota
$259K -$19K -167 -7%
NSAM
56
North Star Asset Management
Wisconsin
$257K
BRWA
57
B. Riley Wealth Advisors
Florida
$227K +$227K +2,075 New
MCM
58
MAI Capital Management
Ohio
$226K +$218 +2 +0.1%
ASN
59
Advisory Services Network
Georgia
$221K +$24K +220 +12%
ACA
60
Aptus Capital Advisors
Alabama
$220K
VCM
61
Virtue Capital Management
Tennessee
$216K
AA
62
Ancora Advisors
Ohio
$213K -$11.7K -107 -5%
CA
63
Continuum Advisory
Idaho
$204K
HNB
64
Huntington National Bank
Ohio
$118K -$125K
OSAM
65
O'Shaughnessy Asset Management
Connecticut
$114K
Carson Wealth (CWM LLC)
66
Carson Wealth (CWM LLC)
Nebraska
$107K -$18K -165 -14%
Jones Financial Companies
67
Jones Financial Companies
Missouri
$106K +$54.2K +496 +105%
Northwestern Mutual Wealth Management
68
Northwestern Mutual Wealth Management
Wisconsin
$58.8K -$6.98K -64 -11%
SWM
69
Sanctuary Wealth Management
Idaho
$49.4K
FFA
70
Farther Finance Advisors
California
$49.3K +$26.1K +240 +112%
TSWM
71
Tyler-Stone Wealth Management
Ohio
$38.8K
PS
72
Principal Securities
Iowa
$38.4K -$292K -2,671 -88%
US Bancorp
73
US Bancorp
Minnesota
$30K
GM
74
GeoWealth Management
Illinois
$18.8K -$1.23M -11,246 -98%
NA
75
NewEdge Advisors
Louisiana
$9.17K