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JPMorgan Diversified Return US Equity ETF
JPUS

Overview Fund Activity

71 hedge funds and large institutions have $505M invested in JPMorgan Diversified Return US Equity ETF in 2020 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 22 increasing their positions, 34 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
71
Holders Change
-6
Holders Change %
-7.79%
% of All Funds
1.26%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.14%
New
7
Increased
22
Reduced
34
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
$6.83M
2
RJFSA
Raymond James Financial Services Advisors
Florida
$3.1M
3
SWM
SVA Wealth Management
Wisconsin
$62.6M
4
MWM
Modera Wealth Management
New Jersey
$136M
5
DJSG
D.J. St. Germain
Massachusetts
$67.8M

Top Sellers

1
IWC
Integrated Wealth Concepts
Massachusetts
$0
2
CW
CreativeOne Wealth
Kansas
$16.8M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$292K
4
Jane Street
Jane Street
New York
$4.41M
5
MPWT
MassMutual Private Wealth & Trust
Connecticut
$235K
Name Holding Trade Value Shares
Change 		Shares
Change %
TA
51
TrueWealth Advisors
Alabama
$260K +$260K +3,014 New
FHC
52
First Heartland Consultants
Missouri
$236K -$30.8K -368 -12%
MPWT
53
MassMutual Private Wealth & Trust
Connecticut
$235K -$1.07M -12,763 -82%
KCM
54
Kathmere Capital Management
Pennsylvania
$234K -$57.6K -688 -20%
CA
55
Continuum Advisory
Idaho
$228K -$796K -9,504 -78%
CFG
56
Cooper Financial Group
California
$225K +$225K +2,686 New
CAL
57
Capital Analysts LLC
Pennsylvania
$178K – – –
JPMorgan Chase & Co
58
JPMorgan Chase & Co
New York
$144K -$22.4K -267 -13%
SFS
59
Sowell Financial Services
Arkansas
$130K -$103K -1,229 -44%
MA
60
MUFG Americas
New York
$111K – – –
Wells Fargo
61
Wells Fargo
California
$70K +$1.17K +14 +2%
BWM
62
Birchcreek Wealth Management
Ohio
$58K +$58K +700 New
ASN
63
Advisory Services Network
Georgia
$42K – – –
TCM
64
TD Capital Management
Tennessee
$34K +$166 +2 +0.5%
Northwestern Mutual Wealth Management
65
Northwestern Mutual Wealth Management
Wisconsin
$30K -$28.1K -332 -48%
CAAS
66
Capital Asset Advisory Services
Michigan
$17K +$17K +207 New
JWBC
67
John W. Brooker & Co
California
$13K – – –
PNC Financial Services Group
68
PNC Financial Services Group
Pennsylvania
$11K – – –
SPIA
69
Steward Partners Investment Advisory
New York
$8K +$8K +100 New
CFGS
70
Concourse Financial Group Securities
Alabama
$1K – – –
Fidelity Investments
71
Fidelity Investments
Massachusetts
$1K +$1K +14 New
IWC
72
Integrated Wealth Concepts
Massachusetts
– -$11.7M -157,537 Closed
CAM
73
Cozad Asset Management
Illinois
– -$686K -9,280 Closed
FTUS
74
Flow Traders U.S.
New York
– -$591K -7,990 Closed
SIM
75
Sadoff Investment Management
Wisconsin
– -$421K -5,698 Closed
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