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JPMorgan Diversified Return US Equity ETF
JPUS

Overview Fund Activity

58 hedge funds and large institutions have $300M invested in JPMorgan Diversified Return US Equity ETF in 2017 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 27 increasing their positions, 12 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
58
Holders Change
+12
Holders Change %
+26.09%
% of All Funds
1.32%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.16%
New
16
Increased
27
Reduced
12
Closed
4
Calls
$247K
Puts
$973K
Net Calls
-$726K
Net Calls Change
-$309K

Top Buyers

1
UBS Group
UBS Group
Switzerland
$50.1M
2
MIAN
Mariner Independent Advisor Network
Kansas
$6.47M
3
Morgan Stanley
Morgan Stanley
New York
$14.9M
4
LNC
Lincoln National Corp
Pennsylvania
$7.37M
5
FWM
Frontier Wealth Management
Missouri
$13.4M

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
2
TFA
Transamerica Financial Advisors
Florida
$1.71M
3
BIAS
Beacon Investment Advisory Services
New Jersey
$12.6M
4
NPC
National Planning Corporation
California
$0
5
LTFS
Ladenburg Thalmann Financial Services
Florida
$599K
Name Holding Trade Value Shares
Change 		Shares
Change %
KIA
26
KCM Investment Advisors
California
$1.48M +$1.48M +20,991 New
SP
27
SWS Partners
Ohio
$1.18M +$1.18M +16,661 New
SFG
28
SNS Financial Group
Minnesota
$1.17M -$46.3K -656 -4%
Ameriprise
29
Ameriprise
Minnesota
$1.09M +$1.09M +15,506 New
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$908K +$86K +1,219 +10%
JPMorgan Chase & Co
31
JPMorgan Chase & Co
New York
$901K -$353 -5 -0%
LA
32
LexAurum Advisors
Kansas
$897K +$897K +12,343 New
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$651K +$78.7K +1,116 +14%
TCM
34
TD Capital Management
Tennessee
$611K +$199K +2,824 +48%
LTFS
35
Ladenburg Thalmann Financial Services
Florida
$599K -$381K -5,398 -39%
SFSIG
36
San Francisco Sentry Investment Group
California
$475K +$19.5K +277 +4%
FHC
37
First Heartland Consultants
Missouri
$411K -$295K -4,195 -42%
SAM
38
SignalPoint Asset Management
Missouri
$395K – – –
LWAC
39
Laurel Wealth Advisors (California)
California
$384K – – –
IFA
40
Interactive Financial Advisors
Illinois
$363K +$103K +1,465 +40%
WGCA
41
Wolf Group Capital Advisors
Virginia
$342K +$21.8K +309 +7%
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$341K -$38.7K -549 -10%
AP
43
Appleton Partners
Massachusetts
$338K +$8.12K +115 +2%
FANJ
44
Financial Architects (New Jersey)
New Jersey
$336K +$149K +2,120 +80%
KSA
45
Ken Stern & Associates
California
$328K +$328K +4,657 New
Lido Advisors
46
Lido Advisors
California
$264K +$264K +3,745 New
Citigroup
47
Citigroup
New York
$236K +$233K +3,305 +8,263%
ATFA
48
All Terrain Financial Advisors
Minnesota
$219K +$219K +3,099 New
CA
49
Continuum Advisory
Idaho
$217K – – –
RJA
50
Raymond James & Associates
Florida
$211K +$211K +2,986 New
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