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JPMorgan Diversified Return US Mid Cap Equity ETF

33 hedge funds and large institutions have $137M invested in JPMorgan Diversified Return US Mid Cap Equity ETF in 2019 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 12 increasing their positions, 6 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 6

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

11% more capital invested

Capital invested by funds: $124M → $137M (+$13.1M)

6% more funds holding

Funds holding: 3133 (+2)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.1% less ownership

Funds ownership: 79.82%79.72% (-0.1%)

Holders
33
Holders Change
+2
Holders Change %
+6.45%
% of All Funds
0.72%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
6
Increased
12
Reduced
6
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CPO
1
Cerity Partners OCIO
New York
$39M +$2.94M +44,880 +8%
CW
2
CreativeOne Wealth
Kansas
$24M +$2M +30,434 +9%
FVWA
3
Foster Victor Wealth Advisors
South Carolina
$17.8M -$441K -6,727 -2%
TC
4
Trilogy Capital
California
$10.4M +$49.6K +756 +0.5%
AssetMark Inc
5
AssetMark Inc
California
$7.98M +$1.34M +20,369 +20%
PFG
6
Pacific Financial Group
Washington
$7.59M
RJFSA
7
Raymond James Financial Services Advisors
Florida
$5.73M +$1.18M +17,985 +26%
AP
8
Appleton Partners
Massachusetts
$4.74M +$515K +7,852 +12%
FWM
9
Frontier Wealth Management
Missouri
$4.56M -$540K -8,238 -11%
Bank of America
10
Bank of America
North Carolina
$4.46M -$15.7K -239 -0.4%
MPWT
11
MassMutual Private Wealth & Trust
Connecticut
$2.06M +$44.9K +684 +2%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$1.83M +$940K +14,330 +109%
Jane Street
13
Jane Street
New York
$1.81M +$1.79M +27,263 New
LNC
14
Lincoln National Corp
Pennsylvania
$1.23M +$391K +5,955 +47%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$1.14M +$34K +518 +3%
GM
16
GeoWealth Management
Illinois
$871K +$860K +13,103 New
LTFS
17
Ladenburg Thalmann Financial Services
Florida
$412K +$37K +564 +10%
JP Morgan Chase
18
JP Morgan Chase
New York
$337K
LPL Financial
19
LPL Financial
California
$279K -$205K -3,124 -43%
RJA
20
Raymond James & Associates
Florida
$261K -$23.4K -357 -8%
FCA
21
FinTrust Capital Advisors
South Carolina
$233K
OIA
22
OneDigital Investment Advisors
Kansas
$201K -$380K -5,791 -66%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$201K +$199K +3,032 New
SFSIG
24
San Francisco Sentry Investment Group
California
$103K
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$49K