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JPMorgan Diversified Return US Equity ETF

75 hedge funds and large institutions have $561M invested in JPMorgan Diversified Return US Equity ETF in 2021 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 18 increasing their positions, 29 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
75
Holders Change
+6
Holders Change %
+8.7%
% of All Funds
1.31%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.12%
New
13
Increased
18
Reduced
29
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
NSAM
51
North Star Asset Management
Wisconsin
$311K +$311K +3,213 New
IFA
52
Interactive Financial Advisors
Illinois
$289K -$31.6K -326 -10%
TA
53
TrueWealth Advisors
Alabama
$285K -$6.68K -69 -2%
KCM
54
Kathmere Capital Management
Pennsylvania
$271K
CA
55
Continuum Advisory
Idaho
$264K +$8.33K +86 +3%
CFG
56
Cooper Financial Group
California
$241K -$20.2K -208 -8%
AIC
57
Ameritas Investment Company
Nebraska
$213K +$213K +2,025 New
MWA
58
Motive Wealth Advisors
Michigan
$207K +$207K +2,139 New
FM
59
Foster & Motley
Ohio
$205K +$205K +2,115 New
SWM
60
Sanctuary Wealth Management
Idaho
$200K -$534K -5,524 -73%
Fidelity Investments
61
Fidelity Investments
Massachusetts
$165K -$10.4K -108 -6%
MA
62
MUFG Americas
New York
$117K -$12K -124 -9%
ASN
63
Advisory Services Network
Georgia
$97K +$97K +1,000 New
Wells Fargo
64
Wells Fargo
California
$81K
OSAM
65
O'Shaughnessy Asset Management
Connecticut
$58K +$58K +597 New
Bank of Montreal
66
Bank of Montreal
Ontario, Canada
$55K +$55K +562 New
MPWT
67
MassMutual Private Wealth & Trust
Connecticut
$42K
BW
68
Bison Wealth
Georgia
$37K
Northwestern Mutual Wealth Management
69
Northwestern Mutual Wealth Management
Wisconsin
$35K
Barclays
70
Barclays
United Kingdom
$31K +$3.04K +31 +11%
JWBC
71
John W. Brooker & Co
California
$15K
TCM
72
TD Capital Management
Tennessee
$12K -$2.76K -29 -19%
HI
73
Harbour Investments
Wisconsin
$2K
Qube Research & Technologies (QRT)
74
Qube Research & Technologies (QRT)
United Kingdom
$2K +$2K +21 New
CFGS
75
Concourse Financial Group Securities
Alabama
$1K