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JPMorgan Diversified Return US Equity ETF

91 hedge funds and large institutions have $493M invested in JPMorgan Diversified Return US Equity ETF in 2020 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 38 increasing their positions, 35 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
91
Holders Change
-7
Holders Change %
-7.14%
% of All Funds
2.01%
Holding in Top 10
12
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-29.41%
% of All Funds
0.27%
New
9
Increased
38
Reduced
35
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SWM
51
Sanctuary Wealth Management
Idaho
$525K -$44K -750 -8%
RJA
52
Raymond James & Associates
Florida
$490K +$46.9K +800 +11%
DLCIG
53
D.L. Carlson Investment Group
New Hampshire
$487K -$55.1K -940 -10%
GTAM
54
Global Trust Asset Management
Florida
$473K -$414K -6,940 -47%
Bank of New York Mellon
55
Bank of New York Mellon
New York
$461K +$242K +4,132 +111%
SP
56
SWS Partners
Ohio
$426K +$426K +7,269 New
CGFA
57
Colton Groome Financial Advisors
North Carolina
$350K +$350K +5,972 New
FHC
58
First Heartland Consultants
Missouri
$327K +$1.82K +31 +0.6%
Creative Planning
59
Creative Planning
Kansas
$326K +$326K +5,565 New
PAG
60
Private Advisor Group
New Jersey
$296K +$9.73K +166 +3%
Citigroup
61
Citigroup
New York
$262K +$126K +2,149 +92%
IFA
62
Interactive Financial Advisors
Illinois
$256K -$52.3K -892 -17%
EFS
63
Essex Financial Services
Connecticut
$239K +$42.9K +731 +22%
KCM
64
Kathmere Capital Management
Pennsylvania
$204K +$204K +3,485 New
GWM
65
Geneos Wealth Management
Colorado
$153K -$477K -8,177 -76%
JPMorgan Chase & Co
66
JPMorgan Chase & Co
New York
$140K -$588 -10 -0.4%
CAL
67
Capital Analysts LLC
Pennsylvania
$124K +$7.01K +120 +6%
AIC
68
Ameritas Investment Company
Nebraska
$113K +$113K +1,923 New
PNC Financial Services Group
69
PNC Financial Services Group
Pennsylvania
$86K +$24.1K +413 +39%
US Bancorp
70
US Bancorp
Minnesota
$79K +$29.3K +500 +59%
MA
71
MUFG Americas
New York
$78K +$30.3K +517 +63%
LFG
72
LifePlan Financial Group
Ohio
$72K -$45K -767 -38%
Wells Fargo
73
Wells Fargo
California
$71K -$59.1K -1,013 -45%
Northwestern Mutual Wealth Management
74
Northwestern Mutual Wealth Management
Wisconsin
$57K -$105K -1,795 -65%
TCM
75
TD Capital Management
Tennessee
$53K -$221K -3,763 -81%