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JDIV

JPMorgan U.S. Dividend ETF
JDIV

Delisted

JDIV was delisted on the 6th of September, 2022.

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15 hedge funds and large institutions have $34.6M invested in JPMorgan U.S. Dividend ETF in 2019 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 6 increasing their positions, 3 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 1

100% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 3

36% more funds holding

Funds holding: 11 → 15 (+4)

14% more capital invested

Capital invested by funds: $30.3M → $34.6M (+$4.33M)

Holders
15
Holders Change
+4
Holders Change %
+36.36%
% of All Funds
0.3%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
6
Reduced
3
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RFWA
RPg Family Wealth Advisory
Massachusetts
+$2.6M
2
MFG
Magnus Financial Group
New York
+$1.29M
3
HighTower Advisors
HighTower Advisors
Illinois
+$294K
4
CBFP
Cedar Brook Financial Partners
Ohio
+$206K
5
LTFS
Ladenburg Thalmann Financial Services
Florida
+$158K

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$1.25M
2
Jane Street
Jane Street
New York
-$230K
3
Bank of America
Bank of America
North Carolina
-$27.2K
4
UBS Group
UBS Group
Switzerland
-$4K
Name Holding Trade Value Shares
Change 		Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$26.5M -$1.25M -46,005 -5%
RFWA
2
RPg Family Wealth Advisory
Massachusetts
$2.67M +$2.6M +95,502 New
ACM
3
Avalon Capital Management
California
$2.13M +$9.87K +362 +0.5%
MFG
4
Magnus Financial Group
New York
$1.33M +$1.29M +47,504 New
LPL Financial
5
LPL Financial
California
$593K – – –
HighTower Advisors
6
HighTower Advisors
Illinois
$299K +$294K +10,774 New
LTFS
7
Ladenburg Thalmann Financial Services
Florida
$276K +$158K +5,787 +141%
Jane Street
8
Jane Street
New York
$254K -$230K -8,432 -48%
CBFP
9
Cedar Brook Financial Partners
Ohio
$211K +$206K +7,544 New
SFSIG
10
San Francisco Sentry Investment Group
California
$169K +$16K +588 +11%
AG
11
Advisor Group
Arizona
$57K +$545 +20 +1%
Wells Fargo
12
Wells Fargo
California
$53K +$31.8K +1,167 +164%
Citigroup
13
Citigroup
New York
$33K +$354 +13 +1%
Bank of America
14
Bank of America
North Carolina
$6K -$27.2K -997 -82%
FHA
15
Flagship Harbor Advisors
Massachusetts
$2K +$1.99K +73 New
UBS Group
16
UBS Group
Switzerland
– -$4K -152 Closed

JDIV Hedge Fund Activity: Q4 2019 in Review

15 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in JPMorgan U.S. Dividend ETF (JDIV) for Q4 2019, worth a combined $34.6M — up 14% from $30.3M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new JDIV positions and 1 closed out — a net gain of 4 holders — while 6 added to existing stakes and 3 trimmed.

The largest buyer was RPg Family Wealth Advisory, opening a new position worth an estimated $2.6M. The largest seller was JP Morgan Chase, cutting an estimated $1.25M.

  • 15 institutional investors held JPMorgan U.S. Dividend ETF (JDIV) as of Q4 2019, up from 11 in Q3 2019.
  • Funds reported $34.6M of JPMorgan U.S. Dividend ETF stock for Q4 2019, up 14% quarter-over-quarter.
  • 5 funds opened new JPMorgan U.S. Dividend ETF positions in Q4 2019 and 1 closed out, a net change of +4 holders.
  • The largest JPMorgan U.S. Dividend ETF buyer in Q4 2019 was RPg Family Wealth Advisory, an estimated $2.6M added.
  • The largest JPMorgan U.S. Dividend ETF seller in Q4 2019 was JP Morgan Chase, an estimated $1.25M sold.

Based on aggregated 13F filings for Q4 2019.