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JPHF

JPMorgan Diversified Alternatives ETF

Delisted

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

29 hedge funds and large institutions have $182M invested in JPMorgan Diversified Alternatives ETF in 2018 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 10 increasing their positions, 5 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 4

100% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 5

26% more funds holding

Funds holding: 2329 (+6)

16% more capital invested

Capital invested by funds: $157M → $182M (+$25.2M)

Holders
29
Holders Change
+6
Holders Change %
+26.09%
% of All Funds
0.65%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
11
Increased
10
Reduced
5
Closed
4
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
$81.2M -$9.21M -379,638 -10%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$27.2M +$17.6M +725,351 +178%
BCI
3
Brinker Capital Investments
Pennsylvania
$22.9M -$304K -12,549 -1%
AWA
4
Alaska Wealth Advisors
Alaska
$10.1M +$10.2M +419,079 New
APCM
5
Alaska Permanent Capital Management
Alaska
$9.94M +$10M +414,018 New
IDA
6
Intelligence Driven Advisers
California
$8.95M +$9.05M +372,988 New
EWMCB
7
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$3.83M +$217K +8,948 +6%
Jane Street
8
Jane Street
New York
$2.2M +$952K +39,255 +75%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$2.14M +$1.14M +47,006 +111%
Axa
10
Axa
France
$2.14M +$12.1K +500 +0.6%
LTFS
11
Ladenburg Thalmann Financial Services
Florida
$1.92M +$10.1K +415 +0.5%
AP
12
Appleton Partners
Massachusetts
$1.6M -$5.02K -207 -0.3%
FAAS
13
First Allied Advisory Services
California
$1.57M +$463K +19,080 +41%
HighTower Advisors
14
HighTower Advisors
Illinois
$1.11M +$26.2K +1,082 +2%
AGA
15
Accuvest Global Advisors
Utah
$1.03M
AG
16
Advisor Group
Arizona
$879K +$158K +6,509 +22%
LFAS
17
Level Four Advisory Services
Texas
$838K -$2.08M -85,687 -71%
Citadel Advisors
18
Citadel Advisors
Florida
$702K +$709K +29,234 New
CAM
19
Concorde Asset Management
Michigan
$512K +$520K +21,451 New
FWM
20
Frontier Wealth Management
Missouri
$476K +$60.1K +2,479 +14%
SCM
21
Stonehearth Capital Management
Massachusetts
$219K +$221K +9,113 New
UBS Group
22
UBS Group
Switzerland
$179K +$180K +7,441 New
CFGS
23
Concourse Financial Group Securities
Alabama
$122K +$124K +5,109 New
CI
24
CX Institutional
Indiana
$72K -$83.4K -3,437 -53%
SFSIG
25
San Francisco Sentry Investment Group
California
$48K

JPHF Hedge Fund Activity: Q4 2018 in Review

29 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Diversified Alternatives ETF (JPHF) for Q4 2018, worth a combined $182M — up 16% from $157M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new JPHF positions and 4 closed out — a net gain of 7 holders — while 10 added to existing stakes and 5 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $17.6M. The largest seller was JP Morgan Chase, cutting an estimated $9.21M.

  • 29 institutional investors held JPMorgan Diversified Alternatives ETF (JPHF) as of Q4 2018, up from 23 in Q3 2018.
  • Funds reported $182M of JPMorgan Diversified Alternatives ETF stock for Q4 2018, up 16% quarter-over-quarter.
  • 11 funds opened new JPMorgan Diversified Alternatives ETF positions in Q4 2018 and 4 closed out, a net change of +7 holders.
  • The largest JPMorgan Diversified Alternatives ETF buyer in Q4 2018 was Envestnet Asset Management, an estimated $17.6M added.
  • The largest JPMorgan Diversified Alternatives ETF seller in Q4 2018 was JP Morgan Chase, an estimated $9.21M sold.

Based on aggregated 13F filings for Q4 2018.