JPUS icon

JPMorgan Diversified Return US Equity ETF
JPUS

Overview Fund Activity

83 hedge funds and large institutions have $642M invested in JPMorgan Diversified Return US Equity ETF in 2019 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 41 increasing their positions, 26 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
83
Holders Change
+1
Holders Change %
+1.22%
% of All Funds
1.82%
Holding in Top 10
16
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+14.29%
% of All Funds
0.35%
New
10
Increased
41
Reduced
26
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MWM
Modera Wealth Management
New Jersey
$58.4M
2
GM
GeoWealth Management
Illinois
$25.1M
3
PFG
Pacific Financial Group
Washington
$30.8M
4
Ameriprise
Ameriprise
Minnesota
$22.1M
5
Bank of America
Bank of America
North Carolina
$17.8M

Top Sellers

1
BIAS
Beacon Investment Advisory Services
New Jersey
$3.09M
2
Jane Street
Jane Street
New York
$0
3
CF
Centaurus Financial
California
$0
4
CW
CreativeOne Wealth
Kansas
$33.3M
5
FWM
Frontier Wealth Management
Missouri
$18.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
TCM
26
TD Capital Management
Tennessee
$4.97M -$46.6K -614 -0.9%
SCM
27
Sterneck Capital Management
Missouri
$4.33M -$160K -2,113 -4%
Citadel Advisors
28
Citadel Advisors
Florida
$4.13M +$588K +7,742 +17%
CA
29
Cetera Advisors
Colorado
$3.89M -$2.16M -28,424 -36%
LA
30
LexAurum Advisors
Kansas
$3.59M +$137K +1,802 +4%
AG
31
Advisor Group
Arizona
$3.28M -$901K -11,862 -22%
AA
32
Ancora Advisors
Ohio
$3.21M +$129K +1,696 +4%
BIAS
33
Beacon Investment Advisory Services
New Jersey
$3.09M -$8.67M -114,136 -74%
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$3.02M +$84.6K +1,114 +3%
FCIM
35
Fairview Capital Investment Management
California
$2.58M +$662K +8,725 +34%
Envestnet Asset Management
36
Envestnet Asset Management
Illinois
$2.43M +$75.5K +995 +3%
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$2.17M +$55.6K +733 +3%
SFI
38
SPC Financial Inc
Maryland
$2.06M +$481K +6,333 +30%
Carson Wealth (CWM LLC)
39
Carson Wealth (CWM LLC)
Nebraska
$1.81M – – –
IA
40
IFP Advisors
Florida
$1.71M +$1.71M +22,645 New
SCG
41
Sonata Capital Group
Washington
$1.49M +$76 +1 +0%
RJFSA
42
Raymond James Financial Services Advisors
Florida
$1.22M +$6.91K +91 +0.6%
GTAM
43
Global Trust Asset Management
Florida
$1.15M +$3.79K +50 +0.3%
Goldman Sachs
44
Goldman Sachs
New York
$1.03M +$1.03M +13,585 New
Lido Advisors
45
Lido Advisors
California
$1.01M +$20K +264 +2%
SFSIG
46
San Francisco Sentry Investment Group
California
$967K +$19.3K +254 +2%
SWM
47
Sanctuary Wealth Management
Idaho
$955K – – –
AI
48
Atria Investments
North Carolina
$915K +$252K +3,321 +38%
JPMorgan Chase & Co
49
JPMorgan Chase & Co
New York
$913K +$6.84K +90 +0.8%
DLCIG
50
D.L. Carlson Investment Group
New Hampshire
$863K -$162K -2,136 -16%
1
2
3 4