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JPMorgan Diversified Return US Equity ETF

77 hedge funds and large institutions have $450M invested in JPMorgan Diversified Return US Equity ETF in 2020 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 20 increasing their positions, 39 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
77
Holders Change
-1
Holders Change %
-1.28%
% of All Funds
1.56%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.16%
New
9
Increased
20
Reduced
39
Closed
10
Calls
$214K
Puts
Net Calls
+$214K
Net Calls Change
+$214K
Name Holding Trade Value Shares
Change
Shares
Change %
FWM
26
Frontier Wealth Management
Missouri
$1.49M -$125K -1,695 -8%
Ameriprise
27
Ameriprise
Minnesota
$1.47M +$125K +1,689 +9%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$1.43M +$68.8K +931 +5%
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$1.39M -$3.03K -41 -0.2%
SCG
30
Sonata Capital Group
Washington
$1.37M -$82.4K -1,114 -6%
MPWT
31
MassMutual Private Wealth & Trust
Connecticut
$1.15M -$2.53M -34,195 -69%
AA
32
Ancora Advisors
Ohio
$1.03M -$341K -4,609 -25%
Osaic Holdings
33
Osaic Holdings
Arizona
$971K -$359K -4,859 -27%
SFSIG
34
San Francisco Sentry Investment Group
California
$948K +$4.07K +55 +0.4%
CA
35
Continuum Advisory
Idaho
$906K -$43.8K -591 -5%
RJFSA
36
Raymond James Financial Services Advisors
Florida
$801K -$52K -703 -6%
BIAS
37
Beacon Investment Advisory Services
New Jersey
$700K -$14.8K -200 -2%
Lido Advisors
38
Lido Advisors
California
$695K +$15.5K +209 +2%
CAM
39
Cozad Asset Management
Illinois
$686K
CA
40
Cetera Advisors
Colorado
$667K -$270K -3,659 -29%
SAM
41
SignalPoint Asset Management
Missouri
$639K -$74K -1,000 -10%
SWM
42
Sanctuary Wealth Management
Idaho
$598K -$14.7K -199 -2%
FTUS
43
Flow Traders U.S.
New York
$591K +$591K +7,990 New
RJA
44
Raymond James & Associates
Florida
$568K +$44.1K +596 +8%
SP
45
SWS Partners
Ohio
$473K +$473K +6,391 New
SIM
46
Sadoff Investment Management
Wisconsin
$421K +$421K +5,698 New
KAS
47
Kestra Advisory Services
Texas
$383K +$383K +80 New
TRCT
48
Tower Research Capital (TRC)
New York
$344K -$397K -5,372 -54%
LNC
49
Lincoln National Corp
Pennsylvania
$340K -$370K -4,997 -52%
Citigroup
50
Citigroup
New York
$334K -$26.6K -360 -7%