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JPHF

JPMorgan Diversified Alternatives ETF

Delisted

JPHF was delisted on the 19th of June, 2020.

19 hedge funds and large institutions have $149M invested in JPMorgan Diversified Alternatives ETF in 2018 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 10 increasing their positions, 2 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 2

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

12% more funds holding

Funds holding: 1719 (+2)

4% more capital invested

Capital invested by funds: $143M → $149M (+$5.78M)

Holders
19
Holders Change
+2
Holders Change %
+11.76%
% of All Funds
0.44%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
5
Increased
10
Reduced
2
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$97.7M +$11K +428 +0%
BCI
2
Brinker Capital Investments
Pennsylvania
$25.3M +$9.33M +362,423 +57%
ST
3
Spinnaker Trust
Maine
$9.28M +$479K +18,581 +5%
EWMCB
4
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$3.13M +$3.18M +123,599 New
LFAS
5
Level Four Advisory Services
Texas
$2.84M +$2.27M +88,266 +366%
LTFS
6
Ladenburg Thalmann Financial Services
Florida
$2.83M +$2.25M +87,323 +349%
Axa
7
Axa
France
$2.09M +$90.4K +3,510 +4%
AP
8
Appleton Partners
Massachusetts
$1.58M +$141K +5,475 +10%
Jane Street
9
Jane Street
New York
$1.03M +$1.05M +40,926 New
PC
10
Premise Capital
Illinois
$979K -$62.9K -2,442 -6%
HighTower Advisors
11
HighTower Advisors
Illinois
$827K +$182K +7,079 +27%
VF
12
Virtu Financial
New York
$484K +$493K +19,135 New
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$452K +$460K +17,870 New
LPL Financial
14
LPL Financial
California
$306K -$77.2K -2,996 -20%
AG
15
Advisor Group
Arizona
$102K +$91.1K +3,536 +709%
UBS Group
16
UBS Group
Switzerland
$72K +$73.7K +2,860 New
SFSIG
17
San Francisco Sentry Investment Group
California
$51K
OIA
18
OneDigital Investment Advisors
Kansas
$23K +$9.89K +384 +73%
Carson Wealth (CWM LLC)
19
Carson Wealth (CWM LLC)
Nebraska
$1K
HPWM
20
Highland Private Wealth Management
Washington
-$8.09M -309,275 Closed
WP
21
WealthPLAN Partners
Nebraska
-$1.02M -38,957 Closed
CCM
22
Crabel Capital Management
California
-$219K -8,367 Closed

JPHF Hedge Fund Activity: Q1 2018 in Review

19 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Diversified Alternatives ETF (JPHF) for Q1 2018, worth a combined $149M — up 4% from $143M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new JPHF positions and 3 closed out — a net gain of 2 holders — while 10 added to existing stakes and 2 trimmed.

The largest buyer was Brinker Capital Investments, adding an estimated $9.33M. The largest seller was Highland Private Wealth Management, exiting entirely with an estimated $8.09M sold.

  • 19 institutional investors held JPMorgan Diversified Alternatives ETF (JPHF) as of Q1 2018, up from 17 in Q4 2017.
  • Funds reported $149M of JPMorgan Diversified Alternatives ETF stock for Q1 2018, up 4% quarter-over-quarter.
  • 5 funds opened new JPMorgan Diversified Alternatives ETF positions in Q1 2018 and 3 closed out, a net change of +2 holders.
  • The largest JPMorgan Diversified Alternatives ETF buyer in Q1 2018 was Brinker Capital Investments, an estimated $9.33M added.
  • The largest JPMorgan Diversified Alternatives ETF seller in Q1 2018 was Highland Private Wealth Management, an estimated $8.09M sold.

Based on aggregated 13F filings for Q1 2018.