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JPMorgan Diversified Return US Mid Cap Equity ETF

31 hedge funds and large institutions have $153M invested in JPMorgan Diversified Return US Mid Cap Equity ETF in 2019 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 16 increasing their positions, 8 reducing their positions, and 5 closing their positions.

Holders
31
Holders Change
-2
Holders Change %
-6.06%
% of All Funds
0.68%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
3
Increased
16
Reduced
8
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CPO
1
Cerity Partners OCIO
New York
$41.2M 616,704 +29,911 +5%
CW
2
CreativeOne Wealth
Kansas
$24.5M 365,963 +4,918 +1%
FVWA
3
Foster Victor Wealth Advisors
South Carolina
$18.2M 277,169 +10,355 +4%
GM
4
GeoWealth Management
Illinois
$14.4M 215,231 +202,128 +1,543%
TC
5
Trilogy Capital
California
$10.2M 154,406 -855 -0.6%
AssetMark Inc
6
AssetMark Inc
California
$8.53M 127,698 +7,582 +6%
PFG
7
Pacific Financial Group
Washington
$7.77M 116,894 +308 +0.3%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$5.84M 87,447 +1,234 +1%
AP
9
Appleton Partners
Massachusetts
$4.99M 74,622 +3,277 +5%
Bank of America
10
Bank of America
North Carolina
$4.82M 72,108 +5,012 +7%
FWM
11
Frontier Wealth Management
Missouri
$4.11M 61,532 -7,020 -10%
MPWT
12
MassMutual Private Wealth & Trust
Connecticut
$2.31M 34,543 +3,482 +11%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$2.28M 34,109 +6,599 +24%
LNC
14
Lincoln National Corp
Pennsylvania
$1.29M 19,319 +773 +4%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$1.13M 16,937 -195 -1%
LTFS
16
Ladenburg Thalmann Financial Services
Florida
$452K 6,764 +562 +9%
JPMorgan Chase & Co
17
JPMorgan Chase & Co
New York
$342K 5,115 +10 +0.2%
LPL Financial
18
LPL Financial
California
$274K 4,101 -103 -2%
RJA
19
Raymond James & Associates
Florida
$231K 3,463 -470 -12%
OIA
20
OneDigital Investment Advisors
Kansas
$203K 3,044 +13 +0.4%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$200K 2,987 -45 -1%
UBS Group
22
UBS Group
Switzerland
$139K 2,082 +2,082 New
SFSIG
23
San Francisco Sentry Investment Group
California
$104K 1,557 +14 +0.9%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$32K 485 -250 -34%
SFS
25
Sowell Financial Services
Arkansas
$27K 407 +407 New