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JPMorgan Diversified Return US Equity ETF
JPUS

Overview Fund Activity

98 hedge funds and large institutions have $693M invested in JPMorgan Diversified Return US Equity ETF in 2019 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 38 increasing their positions, 32 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
98
Holders Change
+15
Holders Change %
+18.07%
% of All Funds
1.94%
Holding in Top 10
17
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.25%
% of All Funds
0.34%
New
19
Increased
38
Reduced
32
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GSWM
Golden State Wealth Management
California
+$53.9M
2
DJSG
D.J. St. Germain
Massachusetts
+$10.5M
3
MWM
Modera Wealth Management
New Jersey
+$7.37M
4
PA
Planning Alternatives
Michigan
+$5.1M
5
ACM
Avalon Capital Management
California
+$5.09M

Top Sellers

1
GM
GeoWealth Management
Illinois
-$21.7M
2
Ameriprise
Ameriprise
Minnesota
-$20.9M
3
PFG
Pacific Financial Group
Washington
-$11M
4
FWM
Frontier Wealth Management
Missouri
-$5.74M
5
UBS Group
UBS Group
Switzerland
-$5.38M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWM
51
Geneos Wealth Management
Colorado
$860K +$11.1K +140 +1%
LTFS
52
Ladenburg Thalmann Financial Services
Florida
$795K -$25.4K -319 -3%
SWM
53
Sanctuary Wealth Management
Idaho
$773K -$229K -2,875 -23%
DLCIG
54
D.L. Carlson Investment Group
New Hampshire
$737K -$169K -2,120 -19%
Susquehanna International Group
55
Susquehanna International Group
Pennsylvania
$737K +$480K +6,023 +187%
CA
56
Continuum Advisory
Idaho
$717K +$463K +5,810 +182%
SAM
57
SignalPoint Asset Management
Missouri
$716K +$135K +1,700 +23%
RJA
58
Raymond James & Associates
Florida
$602K +$99.4K +1,249 +20%
SFG
59
SNS Financial Group
Minnesota
$594K -$41.3K -519 -7%
TRCT
60
Tower Research Capital (TRC)
New York
$552K +$392K +4,920 +244%
DL
61
DOHJ LLC
Washington
$509K +$509K +6,395 New
FHC
62
First Heartland Consultants
Missouri
$441K +$3.34K +42 +0.8%
HighTower Advisors
63
HighTower Advisors
Illinois
$425K -$16.1K -202 -4%
IFA
64
Interactive Financial Advisors
Illinois
$419K +$5.42K +68 +1%
PAG
65
Private Advisor Group
New Jersey
$389K – – –
TCM
66
TD Capital Management
Tennessee
$372K -$4.84M -60,762 -93%
Bank of New York Mellon
67
Bank of New York Mellon
New York
$297K +$297K +3,728 New
AP
68
Advisor Partners
California
$271K +$271K +3,364 New
EFS
69
Essex Financial Services
Connecticut
$266K +$13.8K +173 +5%
NF
70
Nikulski Financial
Iowa
$259K -$25.1K -315 -9%
Truist Financial
71
Truist Financial
North Carolina
$238K +$238K +2,992 New
OPS
72
Orion Portfolio Solutions
Nebraska
$237K +$237K +2,969 New
Northwestern Mutual Wealth Management
73
Northwestern Mutual Wealth Management
Wisconsin
$221K – – –
Stifel Financial
74
Stifel Financial
Missouri
$203K +$203K +2,549 New
JPMorgan Chase & Co
75
JPMorgan Chase & Co
New York
$190K -$766K -9,631 -80%
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