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JPMorgan Diversified Return US Equity ETF
JPUS

Overview Fund Activity

33 hedge funds and large institutions have $173M invested in JPMorgan Diversified Return US Equity ETF in 2017 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 21 increasing their positions, 6 reducing their positions, and 1 closing their positions.

Holders
33
Holders Change
+2
Holders Change %
+6.45%
% of All Funds
0.82%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
4
Increased
21
Reduced
6
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FWM
1
Frontier Wealth Management
Missouri
$6.78M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$2.19M
3
QA
3
Quantitative Advantage
Minnesota
$8.49M
4
LTFS
4
Ladenburg Thalmann Financial Services
Florida
$2.04M
5
SWM
5
SVA Wealth Management
Wisconsin
$35.5M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$836K
2
Jane Street
2
Jane Street
New York
$11.8M
3
TIM
3
Total Investment Management
Arizona
$33.3M
4
SFG
4
SNS Financial Group
Minnesota
$1.22M
5
BIAS
5
Beacon Investment Advisory Services
New Jersey
$213K
Name Market Value Shares Shares
Change 		Shares
Change %
SWM
1
SVA Wealth Management
Wisconsin
$35.5M 543,814 +24,624 +5%
TIM
2
Total Investment Management
Arizona
$33.3M 510,593 -2,221 -0.4%
NA
3
Nottingham Advisors
New York
$33.3M 509,795 +15,253 +3%
UBS Group
4
UBS Group
Switzerland
$12M 183,240 +22,539 +14%
Jane Street
5
Jane Street
New York
$11.8M 181,423 -3,985 -2%
QA
6
Quantitative Advantage
Minnesota
$8.49M 129,974 +32,233 +33%
CB
7
Community Bank
New York
$8.37M 128,195 +10,010 +8%
FWM
8
Frontier Wealth Management
Missouri
$6.78M 103,802 +35,245 +51%
Morgan Stanley
9
Morgan Stanley
New York
$4.82M 73,735 +9,879 +15%
SCM
10
Sterneck Capital Management
Missouri
$2.84M 43,545 +4,380 +11%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$2.19M 33,483 +33,483 New
LTFS
12
Ladenburg Thalmann Financial Services
Florida
$2.04M 31,264 +30,104 +2,595%
Bank of America
13
Bank of America
North Carolina
$1.91M 29,178 +1,740 +6%
FCAG
14
First Capital Advisors Group
New Jersey
$1.66M 25,419 +20,065 +375%
CA
15
Cetera Advisors
Colorado
$1.27M 19,527 +14,468 +286%
SFG
16
SNS Financial Group
Minnesota
$1.22M 18,628 -1,428 -7%
JPMorgan Chase & Co
17
JPMorgan Chase & Co
New York
$836K 12,805 -1,142,072 -99%
LPL Financial
18
LPL Financial
California
$756K 11,568 +904 +8%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$578K 8,845 +1,765 +25%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$502K 7,684 +249 +3%
SFSIG
21
San Francisco Sentry Investment Group
California
$391K 5,990 +1,045 +21%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$376K 5,763 +5,763 New
LWAC
23
Laurel Wealth Advisors (California)
California
$356K 5,452 – –
TCM
24
TD Capital Management
Tennessee
$349K 5,344 +5,344 New
NPC
25
National Planning Corporation
California
$332K 5,087 +215 +4%
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