We are live on ! Find out more
JPHF

JPMorgan Diversified Alternatives ETF

Delisted

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

27 hedge funds and large institutions have $81.2M invested in JPMorgan Diversified Alternatives ETF in 2019 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 9 increasing their positions, 8 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 4

13% more funds holding

Funds holding: 2427 (+3)

13% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 8

5% less capital invested

Capital invested by funds: $85.5M → $81.2M (-$4.32M)

Holders
27
Holders Change
+3
Holders Change %
+12.5%
% of All Funds
0.53%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
9
Reduced
8
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$21.3M +$3.41M +137,779 +18%
BCI
2
Brinker Capital Investments
Pennsylvania
$19.7M +$285K +11,505 +1%
JP Morgan Chase
3
JP Morgan Chase
New York
$14.3M -$4.46M -180,359 -23%
EWMCB
4
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$4.34M +$54.2K +2,189 +1%
IDA
5
Intelligence Driven Advisers
California
$4.26M -$1.25M -50,354 -22%
HighTower Advisors
6
HighTower Advisors
Illinois
$3.11M +$3.26M +131,959 New
EH
7
Equitable Holdings
New York
$2.15M +$2.25M +90,840 New
APCM
8
Alaska Permanent Capital Management
Alaska
$2.11M
AP
9
Appleton Partners
Massachusetts
$1.82M +$10.8K +438 +0.6%
AWA
10
Alaska Wealth Advisors
Alaska
$1.77M -$349K -14,094 -16%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$1.39M -$17.3K -701 -1%
Jane Street
12
Jane Street
New York
$841K +$377K +15,255 +75%
CI
13
CX Institutional
Indiana
$559K -$2.55K -103 -0.4%
AG
14
Advisor Group
Arizona
$501K -$57.6K -2,327 -10%
FAAS
15
First Allied Advisory Services
California
$477K -$810K -32,753 -62%
Baird Financial Group
16
Baird Financial Group
Wisconsin
$396K +$415K +16,777 New
WAS
17
Wealth Advisory Solutions
Indiana
$341K +$358K +14,464 New
CW
18
CreativeOne Wealth
Kansas
$327K +$24.5K +992 +8%
LTFS
19
Ladenburg Thalmann Financial Services
Florida
$312K -$43.9K -1,776 -12%
SCM
20
Stonehearth Capital Management
Massachusetts
$312K +$34.4K +1,390 +12%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$273K +$35.9K +1,452 +14%
Truist Financial
22
Truist Financial
North Carolina
$219K +$230K +9,277 New
CFGS
23
Concourse Financial Group Securities
Alabama
$141K +$141K +5,693 +2,173%
SFSIG
24
San Francisco Sentry Investment Group
California
$66K
UBS Group
25
UBS Group
Switzerland
$53K +$55.2K +2,233 New

JPHF Hedge Fund Activity: Q4 2019 in Review

27 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Diversified Alternatives ETF (JPHF) for Q4 2019, worth a combined $81.2M — down 5% from $85.5M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new JPHF positions and 4 closed out — a net gain of 4 holders — while 9 added to existing stakes and 8 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $3.41M. The largest seller was JP Morgan Chase, cutting an estimated $4.46M.

  • 27 institutional investors held JPMorgan Diversified Alternatives ETF (JPHF) as of Q4 2019, up from 24 in Q3 2019.
  • Funds reported $81.2M of JPMorgan Diversified Alternatives ETF stock for Q4 2019, down 5% quarter-over-quarter.
  • 8 funds opened new JPMorgan Diversified Alternatives ETF positions in Q4 2019 and 4 closed out, a net change of +4 holders.
  • The largest JPMorgan Diversified Alternatives ETF buyer in Q4 2019 was Envestnet Asset Management, an estimated $3.41M added.
  • The largest JPMorgan Diversified Alternatives ETF seller in Q4 2019 was JP Morgan Chase, an estimated $4.46M sold.

Based on aggregated 13F filings for Q4 2019.