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JPMorgan Diversified Return US Equity ETF

85 hedge funds and large institutions have $314M invested in JPMorgan Diversified Return US Equity ETF in 2024 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 22 increasing their positions, 31 reducing their positions, and 3 closing their positions.

Holders
85
Holders Change
+8
Holders Change %
+10.39%
% of All Funds
1.13%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
13
Increased
22
Reduced
31
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
PA
1
Planning Alternatives
Michigan
$60M 526,199 +9,326 +2%
DJSG
2
D.J. St. Germain
Massachusetts
$50.7M 444,688 -20,994 -5%
MWM
3
Modera Wealth Management
New Jersey
$35.1M 307,668 -12,441 -4%
Bank of America
4
Bank of America
North Carolina
$30M 263,175 +51,226 +24%
CAPTRUST Financial Advisors
5
CAPTRUST Financial Advisors
North Carolina
$23.4M 204,772 -8,481 -4%
Wealth Enhancement Advisory Services
6
Wealth Enhancement Advisory Services
Minnesota
$17.9M 156,648 -6,605 -4%
UBS Group
7
UBS Group
Switzerland
$14.9M 130,240 +446 +0.3%
SCM
8
Sterneck Capital Management
Missouri
$9.19M 80,568 -1,242 -2%
Raymond James Financial
9
Raymond James Financial
Florida
$6.66M 58,369 +58,369 New
JPMorgan Chase & Co
10
JPMorgan Chase & Co
New York
$6.34M 55,523 +342 +0.6%
Morgan Stanley
11
Morgan Stanley
New York
$4.84M 42,410 +1,426 +3%
AWM
12
Apollon Wealth Management
South Carolina
$4.56M 39,926 +2,631 +7%
LPL Financial
13
LPL Financial
California
$2.56M 22,461 -7,268 -24%
HWA
14
HHM Wealth Advisors
Tennessee
$2.54M 22,291 -679 -3%
CIA
15
Concurrent Investment Advisors
Florida
$2.51M 21,953 +21,953 New
Wells Fargo
16
Wells Fargo
California
$2.49M 21,841 -834 -4%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$2.38M 20,879
MWA
18
MN Wealth Advisors
Kansas
$2.23M 19,537 -32 -0.2%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$1.94M 17,025 -176 -1%
Jones Financial Companies
20
Jones Financial Companies
Missouri
$1.88M 16,492 +8,092 +96%
FPCP
21
Fort Point Capital Partners
California
$1.78M 15,590 +106 +0.7%
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$1.71M 15,002 +3,953 +36%
VT
23
Vise Technologies
New York
$1.65M 14,495 +14,495 New
RF
24
RHS Financial
California
$1.42M 12,438 -4,413 -26%
IWN
25
Independent Wealth Network
Iowa
$1.41M 12,334 +2,054 +20%