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JPMorgan Diversified Return US Equity ETF

72 hedge funds and large institutions have $368M invested in JPMorgan Diversified Return US Equity ETF in 2022 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 30 increasing their positions, 18 reducing their positions, and 7 closing their positions.

Holders
72
Holders Change
Holders Change %
0%
% of All Funds
1.25%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
8
Increased
30
Reduced
18
Closed
7
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
PA
2
Planning Alternatives
Michigan
$45.5M 531,743 -398 -0.1%
MWM
3
Modera Wealth Management
New Jersey
$43M 502,472 -47,213 -9%
Bank of America
4
Bank of America
North Carolina
$37.2M 435,402 +8,061 +2%
UBS Group
5
UBS Group
Switzerland
$29.7M 346,885 +8,878 +3%
Morgan Stanley
6
Morgan Stanley
New York
$19.2M 224,920 +5,813 +3%
QA
7
Quantitative Advantage
Minnesota
$15.4M 179,614 +5,129 +3%
LPL Financial
8
LPL Financial
California
$14.1M 164,512 +4,459 +3%
CW
9
CreativeOne Wealth
Kansas
$12.9M 151,111 +3,177 +2%
OCM
10
One Capital Management
California
$11.9M 138,937 +9,882 +8%
Goldman Sachs
11
Goldman Sachs
New York
$8.21M 95,964 +62,122 +184%
Jane Street
12
Jane Street
New York
$7.17M 83,802 +64,100 +325%
Citadel Advisors
13
Citadel Advisors
Florida
$6.63M 77,567 +77,567 New
SCM
14
Sterneck Capital Management
Missouri
$6.46M 75,519 +2,450 +3%
BAM
15
Bellevue Asset Management
Washington
$4.82M 55,115 -73 -0.1%
GM
16
GeoWealth Management
Illinois
$4.53M 52,958 +3,285 +7%
SIA
17
SkyView Investment Advisors
New Jersey
$4.04M 47,265 +359 +0.8%
FCAG
18
First Capital Advisors Group
New Jersey
$4.04M 47,265 +359 +0.8%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$3.76M 44,028 +24,776 +129%
HWA
20
HHM Wealth Advisors
Tennessee
$3.02M 35,341 -5,563 -14%
Wells Fargo
21
Wells Fargo
California
$2.73M 31,918 -8,580 -21%
5L
22
55I LLC
Massachusetts
$2.28M 26,657 +5,581 +26%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$2.15M 25,202 -4,189 -14%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$1.99M 23,281 -50 -0.2%
FPCP
25
Fort Point Capital Partners
California
$1.3M 15,192 +186 +1%