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JPMorgan Diversified Return US Mid Cap Equity ETF

20 hedge funds and large institutions have $72.3M invested in JPMorgan Diversified Return US Mid Cap Equity ETF in 2018 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 11 increasing their positions, 3 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

267% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 3

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

6% less capital invested

Capital invested by funds: $76.5M → $72.3M (-$4.26M)

9% less funds holding

Funds holding: 2220 (-2)

10.48% less ownership

Funds ownership: 73.79%63.31% (-10%)

50% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 4

Holders
20
Holders Change
-2
Holders Change %
-9.09%
% of All Funds
0.46%
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
3
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CW
1
CreativeOne Wealth
Kansas
$18.6M +$1.56M +23,251 +9%
RJFSA
2
Raymond James Financial Services Advisors
Florida
$16.9M +$334K +4,991 +2%
JP Morgan Chase
3
JP Morgan Chase
New York
$8.34M -$11.4M -170,367 -58%
FWM
4
Frontier Wealth Management
Missouri
$5.22M -$346K -5,160 -6%
AssetMark Inc
5
AssetMark Inc
California
$4.57M +$1.1M +16,423 +32%
AP
6
Appleton Partners
Massachusetts
$3.54M +$346K +5,169 +11%
RJA
7
Raymond James & Associates
Florida
$3.13M +$1.85M +27,589 +145%
Bank of America
8
Bank of America
North Carolina
$3.06M +$21.2K +317 +0.7%
Citadel Advisors
9
Citadel Advisors
Florida
$2.85M +$2.85M +42,495 New
LPL Financial
10
LPL Financial
California
$2.61M +$315K +4,709 +14%
Jane Street
11
Jane Street
New York
$1.8M -$4.23M -63,164 -70%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$998K +$619K +9,236 +164%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$339K +$73.6K +1,099 +28%
LTFS
14
Ladenburg Thalmann Financial Services
Florida
$123K +$112K +1,672 +1,100%
SFSIG
15
San Francisco Sentry Investment Group
California
$102K +$80.7K +1,205 +377%
AG
16
Advisor Group
Arizona
$47K
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$17K
VNA
18
Valley National Advisers
Pennsylvania
$13K
UBS Group
19
UBS Group
Switzerland
$10K +$9.98K +149 New
RFA
20
Reilly Financial Advisors
California
$3K
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
-$240K -3,699 Closed
BCA
22
Bay Colony Advisors
Massachusetts
-$7K -111 Closed
Northwestern Mutual Wealth Management
23
Northwestern Mutual Wealth Management
Wisconsin
-$6K -100 Closed