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JPMorgan Diversified Return US Mid Cap Equity ETF

29 hedge funds and large institutions have $103M invested in JPMorgan Diversified Return US Mid Cap Equity ETF in 2018 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 9 increasing their positions, 8 reducing their positions, and 2 closing their positions.

Holders
29
Holders Change
+9
Holders Change %
+45%
% of All Funds
0.65%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
11
Increased
9
Reduced
8
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CPO
1
Cerity Partners OCIO
New York
$27.4M 479,591 +479,591 New
CW
2
CreativeOne Wealth
Kansas
$17.1M 298,965 +22,353 +8%
FVWA
3
Foster Victor Wealth Advisors
South Carolina
$16.9M 295,362 +295,362 New
TC
4
Trilogy Capital
California
$8.93M 156,277 +156,277 New
PFG
5
Pacific Financial Group
Washington
$6.93M 121,299 +121,299 New
FWM
6
Frontier Wealth Management
Missouri
$4.64M 81,171 +3,460 +4%
AssetMark Inc
7
AssetMark Inc
California
$4.58M 80,111 +12,095 +18%
AP
8
Appleton Partners
Massachusetts
$3.27M 57,273 +4,545 +9%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$2.95M 51,622 -200,175 -79%
Bank of America
10
Bank of America
North Carolina
$2.59M 45,365 -128 -0.3%
RJA
11
Raymond James & Associates
Florida
$1.6M 27,943 -18,734 -40%
OIA
12
OneDigital Investment Advisors
Kansas
$1.26M 22,123 +22,123 New
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$1.01M 17,660 +17,660 New
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$919K 16,095 +1,225 +8%
Jane Street
15
Jane Street
New York
$856K 14,989 -11,842 -44%
LPL Financial
16
LPL Financial
California
$697K 12,206 -26,590 -69%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$518K 9,068 +4,027 +80%
JPMorgan Chase & Co
18
JPMorgan Chase & Co
New York
$302K 5,286 -118,865 -96%
LTFS
19
Ladenburg Thalmann Financial Services
Florida
$177K 3,096 +1,272 +70%
SFSIG
20
San Francisco Sentry Investment Group
California
$88K 1,539 +14 +0.9%
Ameriprise
21
Ameriprise
Minnesota
$69K 1,200 +1,200 New
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$49K 858 +608 +243%
MOS
23
MGO One Seven
Ohio
$45K 800 +800 New
AG
24
Advisor Group
Arizona
$17K 301 -404 -57%
AWM
25
Avior Wealth Management
Nebraska
$16K 291 +291 New