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JPMorgan Diversified Return US Equity ETF
JPUS

Overview Fund Activity

83 hedge funds and large institutions have $465M invested in JPMorgan Diversified Return US Equity ETF in 2018 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 35 increasing their positions, 20 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
83
Holders Change
+10
Holders Change %
+13.7%
% of All Funds
1.85%
Holding in Top 10
15
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+50%
% of All Funds
0.33%
New
18
Increased
35
Reduced
20
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
DJSG
D.J. St. Germain
Massachusetts
+$23.9M
2
Morgan Stanley
Morgan Stanley
New York
+$6.55M
3
BlackRock
BlackRock
New York
+$5.81M
4
CW
CreativeOne Wealth
Kansas
+$4.24M
5
MIAN
Mariner Independent Advisor Network
Kansas
+$3.92M

Top Sellers

1
Jane Street
Jane Street
New York
-$5.5M
2
SCM
Sterneck Capital Management
Missouri
-$3.24M
3
FWM
Frontier Wealth Management
Missouri
-$1.3M
4
TCM
TD Capital Management
Tennessee
-$1.12M
5
FCIM
Fairview Capital Investment Management
California
-$769K
Name Holding Trade Value Shares
Change 		Shares
Change %
TCM
26
TD Capital Management
Tennessee
$4.59M -$1.12M -17,265 -20%
LNC
27
Lincoln National Corp
Pennsylvania
$4.13M +$109K +1,683 +3%
SCA
28
Strategic Capital Advisers
Colorado
$3.5M -$273K -4,215 -7%
Citadel Advisors
29
Citadel Advisors
Florida
$3.49M +$936K +14,437 +37%
AG
30
Advisor Group
Arizona
$3.39M +$229K +3,531 +7%
AA
31
Ancora Advisors
Ohio
$2.65M +$163K +2,506 +7%
LA
32
LexAurum Advisors
Kansas
$2.54M +$1.02M +15,782 +67%
RJFSA
33
Raymond James Financial Services Advisors
Florida
$2.08M +$219K +3,374 +12%
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$2M +$452K +6,970 +29%
IA
35
IFP Advisors
Florida
$1.98M +$126K +1,961 +7%
LPL Financial
36
LPL Financial
California
$1.94M -$654K -10,088 -25%
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$1.89M +$867K +13,358 +85%
KIA
38
KCM Investment Advisors
California
$1.22M -$171K -2,635 -12%
Envestnet Asset Management
39
Envestnet Asset Management
Illinois
$1.03M +$657K +10,131 +174%
GTAM
40
Global Trust Asset Management
Florida
$1.01M -$87.2K -1,345 -8%
DLCIG
41
D.L. Carlson Investment Group
New Hampshire
$993K +$46.1K +711 +5%
JPMorgan Chase & Co
42
JPMorgan Chase & Co
New York
$987K +$9.6K +148 +1%
Susquehanna International Group
43
Susquehanna International Group
Pennsylvania
$987K +$163K +2,513 +20%
SFI
44
SPC Financial Inc
Maryland
$972K -$65.6K -1,012 -6%
SP
45
SWS Partners
Ohio
$866K +$2.86K +44 +0.3%
SFG
46
SNS Financial Group
Minnesota
$822K -$59.1K -912 -7%
SFSIG
47
San Francisco Sentry Investment Group
California
$819K +$39.9K +615 +5%
FCIM
48
Fairview Capital Investment Management
California
$746K -$769K -11,865 -51%
LTFS
49
Ladenburg Thalmann Financial Services
Florida
$639K +$55.4K +855 +10%
RJA
50
Raymond James & Associates
Florida
$607K +$204K +3,142 +51%
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