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JPMorgan Diversified Return US Equity ETF
JPUS

Overview Fund Activity

46 hedge funds and large institutions have $240M invested in JPMorgan Diversified Return US Equity ETF in 2017 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 23 increasing their positions, 8 reducing their positions, and 0 closing their positions.

Holders
46
Holders Change
+13
Holders Change %
+39.39%
% of All Funds
1.15%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
13
Increased
23
Reduced
8
Closed
–
Calls
–
Puts
$417K
Net Calls
-$417K
Net Calls Change
-$417K

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$39.2M
2
BIAS
2
Beacon Investment Advisory Services
New Jersey
$12.6M
3
TIM
3
Total Investment Management
Arizona
$44.5M
4
Morgan Stanley
4
Morgan Stanley
New York
$9.02M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$2.82M

Top Sellers

1
Jane Street
1
Jane Street
New York
$1.33M
2
NA
2
Nottingham Advisors
New York
$32.7M
3
LTFS
3
Ladenburg Thalmann Financial Services
Florida
$935K
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$2.06M
5
CB
5
Community Bank
New York
$8.53M
Name Market Value Shares Shares
Change 		Shares
Change %
FHC
26
First Heartland Consultants
Missouri
$675K 10,030 +10,030 New
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$546K 8,120 +436 +6%
SFSIG
28
San Francisco Sentry Investment Group
California
$435K 6,461 +471 +8%
NPC
29
National Planning Corporation
California
$417K 6,192 +1,105 +22%
TCM
30
TD Capital Management
Tennessee
$393K 5,847 +503 +9%
SAM
31
SignalPoint Asset Management
Missouri
$376K 5,600 +5,600 New
ICOA
32
Investment Centers of America
North Dakota
$375K 5,575 +750 +16%
LWAC
33
Laurel Wealth Advisors (California)
California
$366K 5,452 – –
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$362K 5,381 -382 -7%
AP
35
Appleton Partners
Massachusetts
$315K 4,675 +585 +14%
WGCA
36
Wolf Group Capital Advisors
Virginia
$309K 4,537 +4,537 New
SAM
37
Shamrock Asset Management
Texas
$286K 4,248 +1 +0%
IFA
38
Interactive Financial Advisors
Illinois
$248K 3,688 +3,688 New
PA
39
Planning Alternatives
Michigan
$224K 3,332 +3,332 New
CA
40
Continuum Advisory
Idaho
$207K 3,076 +3,076 New
FANJ
41
Financial Architects (New Jersey)
New Jersey
$178K 2,650 +255 +11%
AG
42
Advisor Group
Arizona
$96K 1,424 +250 +21%
Wells Fargo
43
Wells Fargo
California
$36K 533 – –
PWM
44
Perigon Wealth Management
California
$24K 350 +327 +1,422%
Citigroup
45
Citigroup
New York
$3K 40 +40 New
NR
46
Newfound Research
Massachusetts
$3K 49 +49 New
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