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JPMorgan Diversified Return US Equity ETF

73 hedge funds and large institutions have $316M invested in JPMorgan Diversified Return US Equity ETF in 2023 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 23 increasing their positions, 31 reducing their positions, and 3 closing their positions.

Holders
73
Holders Change
+2
Holders Change %
+2.82%
% of All Funds
1.17%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.1%
New
9
Increased
23
Reduced
31
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
PA
1
Planning Alternatives
Michigan
$49.1M 513,392 +1,903 +0.4%
Bank of America
2
Bank of America
North Carolina
$45M 470,924 +1,689 +0.4%
MWM
3
Modera Wealth Management
New Jersey
$36.1M 377,909 -31,636 -8%
UBS Group
4
UBS Group
Switzerland
$32.6M 340,436 -9,188 -3%
QA
5
Quantitative Advantage
Minnesota
$18.9M 197,903 +5,709 +3%
Morgan Stanley
6
Morgan Stanley
New York
$18.4M 192,077 -2,196 -1%
LPL Financial
7
LPL Financial
California
$16.4M 171,920 +9,741 +6%
CW
8
CreativeOne Wealth
Kansas
$14.3M 149,301 +4,014 +3%
SCM
9
Sterneck Capital Management
Missouri
$7.26M 75,953 +86 +0.1%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$5.92M 61,931 +11,375 +22%
AWM
11
Apollon Wealth Management
South Carolina
$5.9M 61,668 +4,057 +7%
OCM
12
One Capital Management
California
$5.57M 58,229 -446 -0.8%
EFMC
13
Empire Financial Management Company
New York
$5.31M 55,517 +55,517 New
BAM
14
Bellevue Asset Management
Washington
$5.26M 55,012 +329 +0.6%
GM
15
GeoWealth Management
Illinois
$5.03M 52,603 -1,124 -2%
JPMorgan Chase & Co
16
JPMorgan Chase & Co
New York
$4.62M 48,365 +5,289 +12%
FCAG
17
First Capital Advisors Group
New Jersey
$4.57M 47,831 +453 +1%
SIA
18
SkyView Investment Advisors
New Jersey
$4.57M 47,831 +453 +1%
HWA
19
HHM Wealth Advisors
Tennessee
$3.24M 33,925 -285 -0.8%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$2.71M 28,364 +18,386 +184%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$2.2M 23,016 -80 -0.3%
EWA
22
Etesian Wealth Advisors
Oregon
$1.93M 20,217 +214 +1%
FPCP
23
Fort Point Capital Partners
California
$1.53M 16,017 +431 +3%
Wells Fargo
24
Wells Fargo
California
$1.16M 12,082 -832 -6%
IWN
25
Independent Wealth Network
Iowa
$1.15M 12,064 +89 +0.7%