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JPMorgan Diversified Return US Equity ETF
JPUS

Overview Fund Activity

82 hedge funds and large institutions have $559M invested in JPMorgan Diversified Return US Equity ETF in 2019 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 35 increasing their positions, 24 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
82
Holders Change
+4
Holders Change %
+5.13%
% of All Funds
1.78%
Holding in Top 10
14
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.3%
New
14
Increased
35
Reduced
24
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TIM
Total Investment Management
Arizona
$49.7M
2
UCFA
United Capital Financial Advisors
Texas
$7.26M
3
CF
Centaurus Financial
California
$4.97M
4
Bank of America
Bank of America
North Carolina
$14.5M
5
Citadel Advisors
Citadel Advisors
Florida
$3.5M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$0
2
Morgan Stanley
Morgan Stanley
New York
$16.7M
3
SCA
Strategic Capital Advisers
Colorado
$0
4
DJSG
D.J. St. Germain
Massachusetts
$33.8M
5
FWM
Frontier Wealth Management
Missouri
$20.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
CF
26
Centaurus Financial
California
$4.97M +$4.62M +61,702 +1,298%
TCM
27
TD Capital Management
Tennessee
$4.94M +$9.43K +126 +0.2%
IWC
28
Integrated Wealth Concepts
Massachusetts
$4.66M +$839K +11,475 +22%
SCM
29
Sterneck Capital Management
Missouri
$4.42M -$1.03M -13,746 -19%
AG
30
Advisor Group
Arizona
$4.12M +$129K +1,720 +3%
Citadel Advisors
31
Citadel Advisors
Florida
$3.5M +$2.83M +37,811 +425%
LA
32
LexAurum Advisors
Kansas
$3.41M +$304K +4,057 +10%
AA
33
Ancora Advisors
Ohio
$3.04M -$119K -1,587 -4%
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$2.9M -$114K -1,520 -4%
Susquehanna International Group
35
Susquehanna International Group
Pennsylvania
$2.58M +$2.58M +34,421 New
Envestnet Asset Management
36
Envestnet Asset Management
Illinois
$2.32M +$718K +9,595 +45%
GM
37
GeoWealth Management
Illinois
$2.2M +$2.2M +29,369 New
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$2.09M -$883K -11,797 -30%
FCIM
39
Fairview Capital Investment Management
California
$1.89M -$725K -9,690 -28%
Carson Wealth (CWM LLC)
40
Carson Wealth (CWM LLC)
Nebraska
$1.81M – – –
SFI
41
SPC Financial Inc
Maryland
$1.56M +$282K +3,774 +22%
SCG
42
Sonata Capital Group
Washington
$1.47M +$1.47M +19,626 New
RJFSA
43
Raymond James Financial Services Advisors
Florida
$1.2M -$387K -5,173 -24%
GTAM
44
Global Trust Asset Management
Florida
$1.13M -$34.4K -460 -3%
DLCIG
45
D.L. Carlson Investment Group
New Hampshire
$1.01M -$78.6K -1,050 -7%
Lido Advisors
46
Lido Advisors
California
$971K +$5.99K +80 +0.6%
SWM
47
Sanctuary Wealth Management
Idaho
$941K +$415K +5,545 +79%
SFSIG
48
San Francisco Sentry Investment Group
California
$934K +$28.1K +375 +3%
JPMorgan Chase & Co
49
JPMorgan Chase & Co
New York
$887K -$4.09K -55 -0.5%
LTFS
50
Ladenburg Thalmann Financial Services
Florida
$869K +$78.9K +1,054 +10%
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