JPME icon

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.

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 Market Value Shares Shares
Change
Shares
Change %
CPO
1
Cerity Partners OCIO
New York
$39M 586,793 +44,880 +8%
CW
2
CreativeOne Wealth
Kansas
$24M 361,045 +30,434 +9%
FVWA
3
Foster Victor Wealth Advisors
South Carolina
$17.8M 266,814 -6,727 -2%
TC
4
Trilogy Capital
California
$10.4M 155,261 +756 +0.5%
AssetMark Inc
5
AssetMark Inc
California
$7.98M 120,116 +20,369 +20%
PFG
6
Pacific Financial Group
Washington
$7.59M 116,586
RJFSA
7
Raymond James Financial Services Advisors
Florida
$5.73M 86,213 +17,985 +26%
AP
8
Appleton Partners
Massachusetts
$4.74M 71,345 +7,852 +12%
FWM
9
Frontier Wealth Management
Missouri
$4.56M 68,552 -8,238 -11%
Bank of America
10
Bank of America
North Carolina
$4.46M 67,096 -239 -0.4%
MPWT
11
MassMutual Private Wealth & Trust
Connecticut
$2.06M 31,061 +684 +2%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$1.83M 27,510 +14,330 +109%
Jane Street
13
Jane Street
New York
$1.81M 27,263 +27,263 New
LNC
14
Lincoln National Corp
Pennsylvania
$1.23M 18,546 +5,955 +47%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$1.14M 17,132 +518 +3%
GM
16
GeoWealth Management
Illinois
$871K 13,103 +13,103 New
LTFS
17
Ladenburg Thalmann Financial Services
Florida
$412K 6,202 +564 +10%
JPMorgan Chase & Co
18
JPMorgan Chase & Co
New York
$337K 5,105
LPL Financial
19
LPL Financial
California
$279K 4,204 -3,124 -43%
RJA
20
Raymond James & Associates
Florida
$261K 3,933 -357 -8%
FCA
21
FinTrust Capital Advisors
South Carolina
$233K 9,000
OIA
22
OneDigital Investment Advisors
Kansas
$201K 3,031 -5,791 -66%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$201K 3,032 +3,032 New
SFSIG
24
San Francisco Sentry Investment Group
California
$103K 1,543
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$49K 735