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JPMorgan Diversified Return US Mid Cap Equity ETF

33 hedge funds and large institutions have $167M invested in JPMorgan Diversified Return US Mid Cap Equity ETF in 2019 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 15 increasing their positions, 9 reducing their positions, and 3 closing their positions.

Holders
33
Holders Change
+2
Holders Change %
+6.45%
% of All Funds
0.65%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.08%
New
5
Increased
15
Reduced
9
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CPO
1
Cerity Partners OCIO
New York
$46.2M 657,169 +40,465 +7%
CW
2
CreativeOne Wealth
Kansas
$26.5M 375,547 +9,584 +3%
FVWA
3
Foster Victor Wealth Advisors
South Carolina
$19.1M 271,309 -5,860 -2%
TC
4
Trilogy Capital
California
$10.8M 153,069 -1,337 -0.9%
AssetMark Inc
5
AssetMark Inc
California
$9.54M 134,995 +7,297 +6%
PFG
6
Pacific Financial Group
Washington
$8.21M 116,197 -697 -0.6%
RPSA
7
Richard P. Slaughter Associates
Texas
$7.11M 100,709 +100,709 New
RJFSA
8
Raymond James Financial Services Advisors
Florida
$6.25M 88,491 +1,044 +1%
Bank of America
9
Bank of America
North Carolina
$5.52M 78,122 +6,014 +8%
AP
10
Appleton Partners
Massachusetts
$5.35M 75,780 +1,158 +2%
GM
11
GeoWealth Management
Illinois
$5.33M 75,449 -139,782 -65%
Jane Street
12
Jane Street
New York
$5.3M 75,028 +75,028 New
MPWT
13
MassMutual Private Wealth & Trust
Connecticut
$2.61M 36,967 +2,424 +7%
FWM
14
Frontier Wealth Management
Missouri
$2.55M 36,159 -25,373 -41%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$2.1M 29,748 -4,361 -13%
LNC
16
Lincoln National Corp
Pennsylvania
$1.4M 19,856 +537 +3%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$1.26M 17,845 +908 +5%
LTFS
18
Ladenburg Thalmann Financial Services
Florida
$508K 7,184 +420 +6%
LPL Financial
19
LPL Financial
California
$278K 3,933 -168 -4%
RJA
20
Raymond James & Associates
Florida
$245K 3,463
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$213K 3,018 +31 +1%
SFSIG
22
San Francisco Sentry Investment Group
California
$111K 1,566 +9 +0.6%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$69K 978 +493 +102%
SL
24
Savior LLC
Massachusetts
$69K 972 +972 New
VCP
25
Verus Capital Partners
Arizona
$42K 600 +600 New