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JPMorgan Diversified Return US Equity ETF

71 hedge funds and large institutions have $505M invested in JPMorgan Diversified Return US Equity ETF in 2020 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 22 increasing their positions, 34 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
71
Holders Change
-6
Holders Change %
-7.79%
% of All Funds
1.26%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
7
Increased
22
Reduced
34
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FWM
26
Frontier Wealth Management
Missouri
$1.68M -$3.01K -36 -0.2%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$1.64M +$67.9K +812 +4%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$1.59M -$30.4K -363 -2%
UCFA
29
United Capital Financial Advisors
Texas
$1.56M -$388K -4,644 -20%
SCG
30
Sonata Capital Group
Washington
$1.5M -$54.9K -656 -4%
Osaic Holdings
31
Osaic Holdings
Arizona
$1.08M -$15K -179 -1%
SFSIG
32
San Francisco Sentry Investment Group
California
$1.06M -$10.8K -129 -1%
AA
33
Ancora Advisors
Ohio
$964K -$198K -2,366 -17%
Ameriprise
34
Ameriprise
Minnesota
$891K -$768K -9,178 -46%
BIAS
35
Beacon Investment Advisory Services
New Jersey
$787K -$4.6K -55 -0.6%
Lido Advisors
36
Lido Advisors
California
$729K -$56.6K -677 -7%
CA
37
Cetera Advisors
Colorado
$713K -$42.1K -503 -6%
SWM
38
Sanctuary Wealth Management
Idaho
$635K -$41.5K -496 -6%
SAM
39
SignalPoint Asset Management
Missouri
$597K -$126K -1,500 -17%
RJA
40
Raymond James & Associates
Florida
$527K -$116K -1,384 -18%
SP
41
SWS Partners
Ohio
$496K -$38.2K -457 -7%
TRCT
42
Tower Research Capital (TRC)
New York
$401K +$11.6K +139 +3%
KAS
43
Kestra Advisory Services
Texas
$350K +$343K +4,122 +5,153%
PAG
44
Private Advisor Group
New Jersey
$324K +$3.34K +40 +1%
HighTower Advisors
45
HighTower Advisors
Illinois
$322K -$17.4K -208 -5%
EFS
46
Essex Financial Services
Connecticut
$296K -$13.5K -162 -4%
Royal Bank of Canada
47
Royal Bank of Canada
Ontario, Canada
$292K -$2.26M -27,000 -89%
Stifel Financial
48
Stifel Financial
Missouri
$289K +$21.8K +261 +8%
Citigroup
49
Citigroup
New York
$286K -$91.3K -1,092 -24%
IFA
50
Interactive Financial Advisors
Illinois
$280K -$43.8K -523 -14%