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JPMorgan Diversified Return US Equity ETF
JPUS

Overview Fund Activity

83 hedge funds and large institutions have $465M invested in JPMorgan Diversified Return US Equity ETF in 2018 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 35 increasing their positions, 20 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
83
Holders Change
+10
Holders Change %
+13.7%
% of All Funds
1.85%
Holding in Top 10
15
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+50%
% of All Funds
0.33%
New
18
Increased
35
Reduced
20
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
DJSG
D.J. St. Germain
Massachusetts
+$23.9M
2
Morgan Stanley
Morgan Stanley
New York
+$6.55M
3
BlackRock
BlackRock
New York
+$5.81M
4
CW
CreativeOne Wealth
Kansas
+$4.24M
5
MIAN
Mariner Independent Advisor Network
Kansas
+$3.92M

Top Sellers

1
Jane Street
Jane Street
New York
-$5.5M
2
SCM
Sterneck Capital Management
Missouri
-$3.24M
3
FWM
Frontier Wealth Management
Missouri
-$1.3M
4
TCM
TD Capital Management
Tennessee
-$1.12M
5
FCIM
Fairview Capital Investment Management
California
-$769K
Name Holding Trade Value Shares
Change 		Shares
Change %
SFS
51
Sowell Financial Services
Arkansas
$530K +$530K +8,166 New
Lido Advisors
52
Lido Advisors
California
$523K +$85.3K +1,317 +19%
SWM
53
Sanctuary Wealth Management
Idaho
$456K – – –
Citigroup
54
Citigroup
New York
$456K +$82.4K +1,270 +22%
TWM
55
TLW Wealth Management
Florida
$456K +$456K +7,030 New
FHC
56
First Heartland Consultants
Missouri
$431K +$5.19K +80 +1%
IFA
57
Interactive Financial Advisors
Illinois
$402K -$6.16K -95 -2%
SAM
58
SignalPoint Asset Management
Missouri
$367K +$6.5K +100 +2%
PAG
59
Private Advisor Group
New Jersey
$325K – – –
WGCA
60
Wolf Group Capital Advisors
Virginia
$320K – – –
GWM
61
Geneos Wealth Management
Colorado
$249K +$217K +3,367 +669%
NF
62
Nikulski Financial
Iowa
$235K -$2.27K -35 -1%
LFG
63
LifePlan Financial Group
Ohio
$157K – – –
CAL
64
Capital Analysts LLC
Pennsylvania
$94K – – –
Wells Fargo
65
Wells Fargo
California
$63K -$434K -6,687 -87%
US Bancorp
66
US Bancorp
Minnesota
$55K +$55K +850 New
ESB
67
Essex Savings Bank
Connecticut
$42K +$42K +643 New
PCA
68
Providence Capital Advisors
North Carolina
$37K -$42K – –
WCM
69
WealthBridge Capital Management
Ohio
$33K +$33K +503 New
AWM
70
Avior Wealth Management
Nebraska
$19K +$19K +304 New
MSA
71
Marino Stram & Associates
Massachusetts
$8K – – –
NR
72
Newfound Research
Massachusetts
$7K -$4.9K -77 -41%
Royal Bank of Canada
73
Royal Bank of Canada
Ontario, Canada
$7K – – –
NFG
74
Next Financial Group
Texas
$7K +$7K +101 New
SWM
75
SeaCrest Wealth Management
New York
$7K +$7K +102 New
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