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JPMorgan Diversified Return US Equity ETF
JPUS

Overview Fund Activity

98 hedge funds and large institutions have $693M invested in JPMorgan Diversified Return US Equity ETF in 2019 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 38 increasing their positions, 32 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
98
Holders Change
+15
Holders Change %
+18.07%
% of All Funds
1.94%
Holding in Top 10
17
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.25%
% of All Funds
0.34%
New
19
Increased
38
Reduced
32
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GSWM
Golden State Wealth Management
California
+$53.9M
2
DJSG
D.J. St. Germain
Massachusetts
+$10.5M
3
MWM
Modera Wealth Management
New Jersey
+$7.37M
4
PA
Planning Alternatives
Michigan
+$5.1M
5
ACM
Avalon Capital Management
California
+$5.09M

Top Sellers

1
GM
GeoWealth Management
Illinois
-$21.7M
2
Ameriprise
Ameriprise
Minnesota
-$20.9M
3
PFG
Pacific Financial Group
Washington
-$11M
4
FWM
Frontier Wealth Management
Missouri
-$5.74M
5
UBS Group
UBS Group
Switzerland
-$5.38M
Name Holding Trade Value Shares
Change 		Shares
Change %
FCIM
26
Fairview Capital Investment Management
California
$4.84M +$2.13M +26,760 +79%
GM
27
GeoWealth Management
Illinois
$4.6M -$21.7M -272,539 -83%
Jane Street
28
Jane Street
New York
$4.57M +$4.57M +57,330 New
SCM
29
Sterneck Capital Management
Missouri
$4.56M +$24.3K +305 +0.5%
CA
30
Cetera Advisors
Colorado
$4.18M +$97K +1,218 +2%
AA
31
Ancora Advisors
Ohio
$3.47M +$107K +1,341 +3%
LNC
32
Lincoln National Corp
Pennsylvania
$3.39M -$5.15M -64,623 -60%
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$3.22M +$51.8K +650 +2%
Envestnet Asset Management
34
Envestnet Asset Management
Illinois
$2.95M +$399K +5,005 +16%
SFI
35
SPC Financial Inc
Maryland
$2.49M +$330K +4,139 +15%
BAM
36
Bellevue Asset Management
Washington
$2.37M +$2.37M +29,732 New
Ameriprise
37
Ameriprise
Minnesota
$2.3M -$20.9M -262,695 -90%
AI
38
Atria Investments
North Carolina
$1.92M +$961K +12,058 +100%
Citadel Advisors
39
Citadel Advisors
Florida
$1.85M -$2.49M -31,282 -57%
Carson Wealth (CWM LLC)
40
Carson Wealth (CWM LLC)
Nebraska
$1.81M – – –
BIAS
41
Beacon Investment Advisory Services
New Jersey
$1.68M -$1.56M -19,602 -48%
Cambridge Investment Research Advisors
42
Cambridge Investment Research Advisors
Iowa
$1.65M -$627K -7,864 -27%
SCG
43
Sonata Capital Group
Washington
$1.58M +$17.2K +216 +1%
Goldman Sachs
44
Goldman Sachs
New York
$1.53M +$445K +5,583 +41%
AG
45
Advisor Group
Arizona
$1.32M -$2.12M -26,586 -62%
RJFSA
46
Raymond James Financial Services Advisors
Florida
$1.24M -$44.1K -553 -3%
GTAM
47
Global Trust Asset Management
Florida
$1.18M -$19.7K -247 -2%
Lido Advisors
48
Lido Advisors
California
$1.06M +$2.31K +29 +0.2%
SFSIG
49
San Francisco Sentry Investment Group
California
$1.04M +$27.6K +347 +3%
SFS
50
Sowell Financial Services
Arkansas
$877K +$34.7K +436 +4%
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