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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 %
Citigroup
76
Citigroup
New York
$185K -$102K -1,281 -36%
Wells Fargo
77
Wells Fargo
California
$178K +$69.1K +866 +63%
LFG
78
LifePlan Financial Group
Ohio
$159K – – –
CAL
79
Capital Analysts LLC
Pennsylvania
$159K – – –
EWM
80
Edge Wealth Management
New York
$132K -$31.9K -400 -19%
VCP
81
Verus Capital Partners
Arizona
$84K +$84K +1,050 New
PNC Financial Services Group
82
PNC Financial Services Group
Pennsylvania
$84K +$84K +1,059 New
US Bancorp
83
US Bancorp
Minnesota
$68K – – –
MA
84
MUFG Americas
New York
$65K – – –
ASN
85
Advisory Services Network
Georgia
$40K +$40K +500 New
FA
86
Faithward Advisors
Pennsylvania
$38K +$38K +479 New
AWM
87
Avior Wealth Management
Nebraska
$24K +$155 +2 +0.6%
IA
88
IFP Advisors
Florida
$17K -$1.77M -22,429 -99%
CA
89
Centerpoint Advisors
Massachusetts
$17K +$17K +215 New
TCWM
90
Total Clarity Wealth Management
Illinois
$15K +$15K +188 New
NR
91
Newfound Research
Massachusetts
$12K -$2.49K -32 -17%
JWBC
92
John W. Brooker & Co
California
$12K +$12K +150 New
PCA
93
Providence Capital Advisors
North Carolina
$8K – – –
Fidelity Investments
94
Fidelity Investments
Massachusetts
$8K +$589 +7 +8%
NFG
95
Next Financial Group
Texas
$7K -$157 -2 -2%
TFS
96
TrustCore Financial Services
Tennessee
$7K – – –
LPWM
97
Lake Point Wealth Management
Texas
$5K +$5K +61 New
CFGS
98
Concourse Financial Group Securities
Alabama
$1K +$1K +10 New
AIC
99
Ameritas Investment Company
Nebraska
– -$137K -1,806 Closed
FAAS
100
First Allied Advisory Services
California
– -$25K -328 Closed
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