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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 %
CFGS
76
Concourse Financial Group Securities
Alabama
$44K +$43.4K +743 +7,430%
BlackRock
77
BlackRock
New York
$30K -$9.4M -161,733 -100%
ASN
78
Advisory Services Network
Georgia
$29K
FA
79
Faithward Advisors
Pennsylvania
$28K +$116 +2 +0.4%
OPS
80
Orion Portfolio Solutions
Nebraska
$21K -$154K -2,612 -88%
AWM
81
Avior Wealth Management
Nebraska
$18K +$115 +2 +0.6%
IA
82
IFP Advisors
Florida
$13K
CA
83
Centerpoint Advisors
Massachusetts
$13K
EWM
84
Edge Wealth Management
New York
$12K -$82.6K -1,446 -87%
JWBC
85
John W. Brooker & Co
California
$9K
TFS
86
TrustCore Financial Services
Tennessee
$5K
NFG
87
Next Financial Group
Texas
$5K
NR
88
Newfound Research
Massachusetts
$4K -$4.8K -84 -55%
LPWM
89
Lake Point Wealth Management
Texas
$4K
LSA
90
Lion Street Advisors
Texas
$4K +$4K +70 New
GSWM
91
Golden State Wealth Management
California
-$53.9M -676,474 Closed
PFG
92
Pacific Financial Group
Washington
-$21.7M -272,774 Closed
ACM
93
Avalon Capital Management
California
-$5.09M -63,915 Closed
RJFSA
94
Raymond James Financial Services Advisors
Florida
-$1.24M -15,511 Closed
SFG
95
SNS Financial Group
Minnesota
-$594K -7,457 Closed
DL
96
DOHJ LLC
Washington
-$509K -6,395 Closed
HighTower Advisors
97
HighTower Advisors
Illinois
-$425K -5,319 Closed
AP
98
Advisor Partners
California
-$271K -3,364 Closed
NF
99
Nikulski Financial
Iowa
-$259K -3,245 Closed
Truist Financial
100
Truist Financial
North Carolina
-$238K -2,992 Closed