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JPMorgan Diversified Return US Equity ETF
JPUS

Overview Fund Activity

33 hedge funds and large institutions have $173M invested in JPMorgan Diversified Return US Equity ETF in 2017 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 21 increasing their positions, 6 reducing their positions, and 1 closing their positions.

Holders
33
Holders Change
+2
Holders Change %
+6.45%
% of All Funds
0.82%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
4
Increased
21
Reduced
6
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FWM
1
Frontier Wealth Management
Missouri
$6.78M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$2.19M
3
QA
3
Quantitative Advantage
Minnesota
$8.49M
4
LTFS
4
Ladenburg Thalmann Financial Services
Florida
$2.04M
5
SWM
5
SVA Wealth Management
Wisconsin
$35.5M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$836K
2
Jane Street
2
Jane Street
New York
$11.8M
3
TIM
3
Total Investment Management
Arizona
$33.3M
4
SFG
4
SNS Financial Group
Minnesota
$1.22M
5
BIAS
5
Beacon Investment Advisory Services
New Jersey
$213K
Name Market Value Shares Shares
Change 		Shares
Change %
ICOA
26
Investment Centers of America
North Dakota
$315K 4,825 +100 +2%
SAM
27
Shamrock Asset Management
Texas
$277K 4,247 +498 +13%
AP
28
Appleton Partners
Massachusetts
$267K 4,090 +180 +5%
BIAS
29
Beacon Investment Advisory Services
New Jersey
$213K 3,262 -807 -20%
FANJ
30
Financial Architects (New Jersey)
New Jersey
$156K 2,395 – –
AG
31
Advisor Group
Arizona
$77K 1,174 +54 +5%
Wells Fargo
32
Wells Fargo
California
$35K 533 -552 -51%
PWM
33
Perigon Wealth Management
California
$2K 23 +23 New
MWM
34
Mascoma Wealth Management
New Hampshire
– – -170 Closed
1
2