We are live on ! Find out more
JPHF

JPMorgan Diversified Alternatives ETF

Delisted

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

24 hedge funds and large institutions have $179M invested in JPMorgan Diversified Alternatives ETF in 2019 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 11 increasing their positions, 10 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 10

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2% less capital invested

Capital invested by funds: $182M → $179M (-$3.29M)

17% less funds holding

Funds holding: 2924 (-5)

71% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 7

Holders
24
Holders Change
-5
Holders Change %
-17.24%
% of All Funds
0.52%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
2
Increased
11
Reduced
10
Closed
7
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
$72.7M -$11.3M -457,064 -14%
AWA
2
Alaska Wealth Advisors
Alaska
$23.6M +$13.1M +532,567 +127%
BCI
3
Brinker Capital Investments
Pennsylvania
$21.9M -$1.75M -71,139 -7%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$18.9M -$9.18M -372,304 -33%
APCM
5
Alaska Permanent Capital Management
Alaska
$12.6M +$2.26M +91,870 +22%
IDA
6
Intelligence Driven Advisers
California
$12.6M +$3.26M +132,349 +35%
EWMCB
7
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$4.22M +$250K +10,125 +6%
Axa
8
Axa
France
$2.22M +$9.86K +400 +0.4%
AP
9
Appleton Partners
Massachusetts
$1.77M +$111K +4,510 +7%
FAAS
10
First Allied Advisory Services
California
$1.64M +$4.24K +172 +0.3%
HighTower Advisors
11
HighTower Advisors
Illinois
$1.21M +$61.7K +2,503 +5%
AGA
12
Accuvest Global Advisors
Utah
$1.06M
AG
13
Advisor Group
Arizona
$865K -$43.1K -1,750 -5%
LFAS
14
Level Four Advisory Services
Texas
$575K -$290K -11,768 -34%
CAM
15
Concorde Asset Management
Michigan
$510K -$22.8K -924 -4%
Jane Street
16
Jane Street
New York
$451K -$1.81M -73,397 -80%
LTFS
17
Ladenburg Thalmann Financial Services
Florida
$418K -$1.56M -63,188 -79%
FWM
18
Frontier Wealth Management
Missouri
$360K -$131K -5,330 -27%
CI
19
CX Institutional
Indiana
$284K +$207K +8,417 +281%
SCM
20
Stonehearth Capital Management
Massachusetts
$227K +$715 +29 +0.3%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$151K +$150K +6,080 New
CFGS
22
Concourse Financial Group Securities
Alabama
$121K -$5.03K -204 -4%
SHIM
23
Stone House Investment Management
Pennsylvania
$101K +$101K +4,082 New
SFSIG
24
San Francisco Sentry Investment Group
California
$70K +$19.7K +800 +40%
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
-$2.14M -89,176 Closed

JPHF Hedge Fund Activity: Q1 2019 in Review

24 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Diversified Alternatives ETF (JPHF) for Q1 2019, worth a combined $179M — down 1.8% from $182M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of JPHF and 2 opened new positions — a net loss of 5 holders — while 10 trimmed existing stakes and 11 added.

The largest buyer was Alaska Wealth Advisors, adding an estimated $13.1M. The largest seller was JP Morgan Chase, cutting an estimated $11.3M.

  • 24 institutional investors held JPMorgan Diversified Alternatives ETF (JPHF) as of Q1 2019, down from 29 in Q4 2018.
  • Funds reported $179M of JPMorgan Diversified Alternatives ETF stock for Q1 2019, down 1.8% quarter-over-quarter.
  • 2 funds opened new JPMorgan Diversified Alternatives ETF positions in Q1 2019 and 7 closed out, a net change of -5 holders.
  • The largest JPMorgan Diversified Alternatives ETF buyer in Q1 2019 was Alaska Wealth Advisors, an estimated $13.1M added.
  • The largest JPMorgan Diversified Alternatives ETF seller in Q1 2019 was JP Morgan Chase, an estimated $11.3M sold.

Based on aggregated 13F filings for Q1 2019.