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JPMorgan Diversified Return US Equity ETF

72 hedge funds and large institutions have $370M invested in JPMorgan Diversified Return US Equity ETF in 2022 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 24 increasing their positions, 31 reducing their positions, and 10 closing their positions.

Holders
72
Holders Change
-5
Holders Change %
-6.49%
% of All Funds
1.22%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.1%
New
5
Increased
24
Reduced
31
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
DJSG
1
D.J. St. Germain
Massachusetts
$59.3M 648,378 -7,599 -1%
MWM
2
Modera Wealth Management
New Jersey
$50.3M 549,685 -285,732 -34%
PA
3
Planning Alternatives
Michigan
$48.7M 532,141 +3,750 +0.7%
Bank of America
4
Bank of America
North Carolina
$39.1M 427,341 +98,430 +30%
UBS Group
5
UBS Group
Switzerland
$30.9M 338,007 +506 +0.1%
Morgan Stanley
6
Morgan Stanley
New York
$20.1M 219,107 +1,061 +0.5%
QA
7
Quantitative Advantage
Minnesota
$16M 174,485 +5,584 +3%
LPL Financial
8
LPL Financial
California
$14.6M 160,053 +2,255 +1%
CW
9
CreativeOne Wealth
Kansas
$13.5M 147,934 -20,675 -12%
OCM
10
One Capital Management
California
$11.8M 129,055 +129,055 New
SCM
11
Sterneck Capital Management
Missouri
$6.69M 73,069 +1,848 +3%
BAM
12
Bellevue Asset Management
Washington
$5.09M 55,188 +1,006 +2%
GM
13
GeoWealth Management
Illinois
$4.55M 49,673 -14,806 -23%
FCAG
14
First Capital Advisors Group
New Jersey
$4.29M 46,906 -23,156 -33%
SIA
15
SkyView Investment Advisors
New Jersey
$4.29M 46,906 -4,773 -9%
HWA
16
HHM Wealth Advisors
Tennessee
$3.74M 40,904
Wells Fargo
17
Wells Fargo
California
$3.71M 40,498 +22,386 +124%
Goldman Sachs
18
Goldman Sachs
New York
$3.1M 33,842 -28,356 -46%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$2.69M 29,391 +3,973 +16%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$2.14M 23,331
5L
21
55I LLC
Massachusetts
$1.93M 21,076 +1,016 +5%
Jane Street
22
Jane Street
New York
$1.8M 19,702 -30,020 -60%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$1.76M 19,252 +144 +0.8%
Osaic Holdings
24
Osaic Holdings
Arizona
$1.44M 15,717 +2,740 +21%
IA
25
Integrity Advisory
Kansas
$1.43M 15,651 +2,804 +22%