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JPMorgan Diversified Return US Equity ETF
JPUS

Overview Fund Activity

73 hedge funds and large institutions have $420M invested in JPMorgan Diversified Return US Equity ETF in 2018 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 29 increasing their positions, 22 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
73
Holders Change
+10
Holders Change %
+15.87%
% of All Funds
1.67%
Holding in Top 10
10
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.23%
New
12
Increased
29
Reduced
22
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
Jane Street
New York
+$12.1M
2
MIAN
Mariner Independent Advisor Network
Kansas
+$10M
3
Goldman Sachs
Goldman Sachs
New York
+$8.95M
4
CA
Cetera Advisors
Colorado
+$3.65M
5
CW
CreativeOne Wealth
Kansas
+$3.61M

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$12.1M
2
NA
Nottingham Advisors
New York
-$6.99M
3
CF
Centaurus Financial
California
-$4.14M
4
Morgan Stanley
Morgan Stanley
New York
-$2.6M
5
CB
Community Bank
New York
-$1.93M
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Asset Management
51
Envestnet Asset Management
Illinois
$433K +$433K +5,807 New
Citigroup
52
Citigroup
New York
$429K -$10.7K -144 -2%
SAM
53
SignalPoint Asset Management
Missouri
$414K – – –
CWM
54
Cornerstone Wealth Management
Missouri
$375K +$375K +25,387 New
PAG
55
Private Advisor Group
New Jersey
$374K +$374K +5,015 New
WGCA
56
Wolf Group Capital Advisors
Virginia
$368K – – –
MML Investors Services
57
MML Investors Services
Massachusetts
$344K +$125K +1,670 +57%
KSA
58
Ken Stern & Associates
California
$342K – – –
NF
59
Nikulski Financial
Iowa
$256K +$256K +3,665 New
BF
60
BOK Financial
Oklahoma
$225K – – –
LFG
61
LifePlan Financial Group
Ohio
$180K – – –
CAL
62
Capital Analysts LLC
Pennsylvania
$108K +$9.64K +129 +10%
FANJ
63
Financial Architects (New Jersey)
New Jersey
$100K -$38.1K -510 -28%
PCA
64
Providence Capital Advisors
North Carolina
$42K – – –
GWM
65
Geneos Wealth Management
Colorado
$37K +$29.6K +403 +403%
SWP
66
Stratos Wealth Partners
Ohio
$21K +$21K +284 New
NR
67
Newfound Research
Massachusetts
$14K +$75 +1 +0.5%
Royal Bank of Canada
68
Royal Bank of Canada
Ontario, Canada
$9K -$15.7K -200 -63%
WC
69
Whitney & Co
New York
$9K – – –
MSA
70
Marino Stram & Associates
Massachusetts
$9K +$9K +125 New
TFS
71
TrustCore Financial Services
Tennessee
$6K – – –
Northwestern Mutual Wealth Management
72
Northwestern Mutual Wealth Management
Wisconsin
$5K – – –
CF
73
Centaurus Financial
California
$4.44K -$4.14M -55,956 -100%
GI
74
Gradient Investments
Minnesota
$1K – – –
CA
75
Continuum Advisory
Idaho
– -$230K -3,235 Closed
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3
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