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JPMorgan Diversified Return US Mid Cap Equity ETF

31 hedge funds and large institutions have $124M invested in JPMorgan Diversified Return US Mid Cap Equity ETF in 2019 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 12 increasing their positions, 9 reducing their positions, and 6 closing their positions.

Holders
31
Holders Change
+2
Holders Change %
+6.9%
% of All Funds
0.67%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
8
Increased
12
Reduced
9
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CPO
1
Cerity Partners OCIO
New York
$35.3M 541,913 +62,322 +13%
CW
2
CreativeOne Wealth
Kansas
$21.5M 330,611 +31,646 +11%
FVWA
3
Foster Victor Wealth Advisors
South Carolina
$17.8M 273,541 -21,821 -7%
TC
4
Trilogy Capital
California
$10.1M 154,505 -1,772 -1%
PFG
5
Pacific Financial Group
Washington
$7.59M 116,586 -4,713 -4%
AssetMark Inc
6
AssetMark Inc
California
$6.49M 99,747 +19,636 +25%
FWM
7
Frontier Wealth Management
Missouri
$5M 76,790 -4,381 -5%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$4.44M 68,228 +16,606 +32%
Bank of America
9
Bank of America
North Carolina
$4.38M 67,335 +21,970 +48%
AP
10
Appleton Partners
Massachusetts
$4.13M 63,493 +6,220 +11%
MPWT
11
MassMutual Private Wealth & Trust
Connecticut
$1.98M 30,377 +30,377 New
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$1.08M 16,614 +519 +3%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$858K 13,180 +4,112 +45%
LNC
14
Lincoln National Corp
Pennsylvania
$819K 12,591 +12,591 New
OIA
15
OneDigital Investment Advisors
Kansas
$574K 8,822 -13,301 -60%
LPL Financial
16
LPL Financial
California
$477K 7,328 -4,878 -40%
LTFS
17
Ladenburg Thalmann Financial Services
Florida
$367K 5,638 +2,542 +82%
Citadel Advisors
18
Citadel Advisors
Florida
$341K 5,239 +5,239 New
JPMorgan Chase & Co
19
JPMorgan Chase & Co
New York
$332K 5,105 -181 -3%
RJA
20
Raymond James & Associates
Florida
$279K 4,290 -23,653 -85%
FCA
21
FinTrust Capital Advisors
South Carolina
$236K 9,000 +9,000 New
SFSIG
22
San Francisco Sentry Investment Group
California
$100K 1,543 +4 +0.3%
CA
23
Cetera Advisors
Colorado
$49K 750 +750 New
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$48K 735 -123 -14%
Fidelity Investments
25
Fidelity Investments
Massachusetts
$21K 326 +321 +6,420%