JPMorgan U.S. Dividend ETF
JDIV
JDIV was delisted on the 6th of September, 2022.
8 hedge funds and large institutions have $29.8M invested in JPMorgan U.S. Dividend ETF in 2019 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 1 increasing their positions, 2 reducing their positions, and 2 closing their positions.
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
14% more funds holding
Funds holding: 7 → 8 (+1)
7% more capital invested
Capital invested by funds: $27.9M → $29.8M (+$1.96M)
50% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACM
Avalon Capital Management
Port Of Redwood City,
California
|
+$2.2M |
| 2 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$82.3K |
| 3 |
AG
Advisor Group
Phoenix,
Arizona
|
+$39.4K |
| 4 |
Citigroup
New York
|
+$24.7K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$277K |
| 2 |
CA
Cetera Advisors
Denver,
Colorado
|
-$98K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$27K |
| 4 |
SFSIG
San Francisco Sentry Investment Group
San Francisco,
California
|
-$1.71K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
JP Morgan Chase
New York
| $26.1M | – | – | – |
|
|
ACM
2
Avalon Capital Management
Port Of Redwood City,
California
| $2.21M | +$2.2M | +83,556 | New |
|
|
3
Jane Street
New York
| $666K | -$277K | -10,534 | -29% |
|
4
LPL Financial
San Diego,
California
| $571K | – | – | – |
|
|
SFSIG
5
San Francisco Sentry Investment Group
San Francisco,
California
| $154K | -$1.71K | -65 | -1% |
|
|
LTFS
6
Ladenburg Thalmann Financial Services
Miami,
Florida
| $83K | +$82.3K | +3,132 | New |
|
|
AG
7
Advisor Group
Phoenix,
Arizona
| $40K | +$39.4K | +1,500 | New |
|
|
8
Citigroup
New York
| $30K | +$24.7K | +940 | +470% |
|
|
CA
9
Cetera Advisors
Denver,
Colorado
| – | -$98K | -3,719 | Closed |
|
|
10
UBS Group
Zurich,
Switzerland
| – | -$27K | -1,040 | Closed |
|
JDIV Hedge Fund Activity: Q2 2019 in Review
8 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in JPMorgan U.S. Dividend ETF (JDIV) for Q2 2019, worth a combined $29.8M — up 7% from $27.9M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new JDIV positions and 2 closed out — a net gain of 1 holder — while 1 added to existing stakes and 2 trimmed.
The largest buyer was Avalon Capital Management, opening a new position worth an estimated $2.2M. The largest seller was Jane Street, cutting an estimated $277K.
- 8 institutional investors held JPMorgan U.S. Dividend ETF (JDIV) as of Q2 2019, up from 7 in Q1 2019.
- Funds reported $29.8M of JPMorgan U.S. Dividend ETF stock for Q2 2019, up 7% quarter-over-quarter.
- 3 funds opened new JPMorgan U.S. Dividend ETF positions in Q2 2019 and 2 closed out, a net change of +1 holder.
- The largest JPMorgan U.S. Dividend ETF buyer in Q2 2019 was Avalon Capital Management, an estimated $2.2M added.
- The largest JPMorgan U.S. Dividend ETF seller in Q2 2019 was Jane Street, an estimated $277K sold.
Based on aggregated 13F filings for Q2 2019.