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JPMorgan Diversified Return US Equity ETF

74 hedge funds and large institutions have $346M invested in JPMorgan Diversified Return US Equity ETF in 2023 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 22 increasing their positions, 34 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
74
Holders Change
+1
Holders Change %
+1.37%
% of All Funds
1.17%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
8
Increased
22
Reduced
34
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
DJSG
1
D.J. St. Germain
Massachusetts
$60.2M +$60.2M +615,588 New
PA
2
Planning Alternatives
Michigan
$50.6M +$433K +4,431 +0.9%
Bank of America
3
Bank of America
North Carolina
$46.2M +$120K +1,231 +0.3%
MWM
4
Modera Wealth Management
New Jersey
$35.7M -$1.28M -13,041 -3%
UBS Group
5
UBS Group
Switzerland
$33.1M -$232K -2,375 -0.7%
CAPTRUST Financial Advisors
6
CAPTRUST Financial Advisors
North Carolina
$21.1M +$20M +204,878 +1,811%
Morgan Stanley
7
Morgan Stanley
New York
$18.2M -$599K -6,130 -3%
SCM
8
Sterneck Capital Management
Missouri
$7.24M -$189K -1,936 -3%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$6.66M +$604K +6,178 +10%
BAM
10
Bellevue Asset Management
Washington
$5.44M +$61.4K +628 +1%
FCAG
11
First Capital Advisors Group
New Jersey
$4.63M -$43.3K -443 -0.9%
SIA
12
SkyView Investment Advisors
New Jersey
$4.63M -$43.3K -443 -0.9%
LPL Financial
13
LPL Financial
California
$4.5M -$12.3M -125,907 -73%
JPMorgan Chase & Co
14
JPMorgan Chase & Co
New York
$4.47M -$263K -2,689 -6%
EFMC
15
Empire Financial Management Company
New York
$3.66M -$1.77M -18,123 -33%
AWM
16
Apollon Wealth Management
South Carolina
$3.05M -$2.98M -30,513 -49%
HWA
17
HHM Wealth Advisors
Tennessee
$3.01M -$302K -3,089 -9%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$2.23M -$21.3K -218 -0.9%
EWA
19
Etesian Wealth Advisors
Oregon
$1.94M -$37.2K -380 -2%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$1.81M -$771K -7,888 -30%
CW
21
CreativeOne Wealth
Kansas
$1.67M -$12.9M -132,256 -89%
FPCP
22
Fort Point Capital Partners
California
$1.58M +$11K +113 +0.7%
Jane Street
23
Jane Street
New York
$1.46M +$306K +3,125 +26%
RF
24
RHS Financial
California
$1.39M +$857K +8,770 +160%
IWN
25
Independent Wealth Network
Iowa
$1.19M +$9.97K +102 +0.8%