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JPMorgan Diversified Return US Equity ETF

70 hedge funds and large institutions have $484M invested in JPMorgan Diversified Return US Equity ETF in 2021 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 26 increasing their positions, 24 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
70
Holders Change
-5
Holders Change %
-6.67%
% of All Funds
1.23%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
6
Increased
26
Reduced
24
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Osaic Holdings
26
Osaic Holdings
Arizona
$1.29M -$14.7K -153 -1%
FPCP
27
Fort Point Capital Partners
California
$1.23M +$1.23M +12,740 New
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$1.12M -$58.6K -610 -5%
BIAS
29
Beacon Investment Advisory Services
New Jersey
$836K -$48.7K -506 -6%
UCFA
30
United Capital Financial Advisors
Texas
$729K -$101K -1,046 -12%
SAM
31
SignalPoint Asset Management
Missouri
$679K -$2.88K -30 -0.4%
RJA
32
Raymond James & Associates
Florida
$582K -$5.38K -56 -0.9%
Jane Street
33
Jane Street
New York
$533K -$137K -1,419 -20%
AA
34
Ancora Advisors
Ohio
$498K -$129K -1,339 -21%
TRCT
35
Tower Research Capital (TRC)
New York
$459K -$181K -1,879 -28%
WI
36
WBI Investments
New Jersey
$447K +$11.1K +117 +3%
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$408K -$548K -5,708 -57%
Citigroup
38
Citigroup
New York
$379K -$8.66K -90 -2%
HighTower Advisors
39
HighTower Advisors
Illinois
$378K +$22.8K +236 +6%
EFS
40
Essex Financial Services
Connecticut
$341K +$481 +5 +0.1%
AC
41
Apella Capital
Connecticut
$341K +$31.6K +329 +10%
Stifel Financial
42
Stifel Financial
Missouri
$321K +$3.75K +39 +1%
KAS
43
Kestra Advisory Services
Texas
$318K -$19.5K -203 -6%
PAG
44
Private Advisor Group
New Jersey
$310K
NSAM
45
North Star Asset Management
Wisconsin
$309K
Ameriprise
46
Ameriprise
Minnesota
$287K -$177K -1,842 -38%
IFA
47
Interactive Financial Advisors
Illinois
$285K -$2.41K -25 -0.8%
TA
48
TrueWealth Advisors
Alabama
$283K
KCM
49
Kathmere Capital Management
Pennsylvania
$269K
CFG
50
Cooper Financial Group
California
$264K +$25.1K +261 +10%