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JPMorgan Diversified Return US Equity ETF
JPUS

Overview Fund Activity

58 hedge funds and large institutions have $300M invested in JPMorgan Diversified Return US Equity ETF in 2017 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 27 increasing their positions, 12 reducing their positions, and 4 closing their positions.

Holders
58
Holders Change
+12
Holders Change %
+26.09%
% of All Funds
1.32%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.16%
New
16
Increased
27
Reduced
12
Closed
4
Calls
$247K
Puts
$973K
Net Calls
-$726K
Net Calls Change
-$309K

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$50.1M
2
MIAN
2
Mariner Independent Advisor Network
Kansas
$6.47M
3
Morgan Stanley
3
Morgan Stanley
New York
$14.9M
4
LNC
4
Lincoln National Corp
Pennsylvania
$7.37M
5
FWM
5
Frontier Wealth Management
Missouri
$13.4M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$0
2
TFA
2
Transamerica Financial Advisors
Florida
$1.71M
3
BIAS
3
Beacon Investment Advisory Services
New Jersey
$12.6M
4
NPC
4
National Planning Corporation
California
$0
5
LTFS
5
Ladenburg Thalmann Financial Services
Florida
$599K
Name Market Value Shares Shares
Change 		Shares
Change %
UBS Group
1
UBS Group
Switzerland
$50.1M 709,950 +126,759 +22%
TIM
2
Total Investment Management
Arizona
$46.3M 656,986 -3,591 -0.5%
SWM
3
SVA Wealth Management
Wisconsin
$41.1M 582,823 +16,953 +3%
NA
4
Nottingham Advisors
New York
$35M 496,098 +9,539 +2%
Morgan Stanley
5
Morgan Stanley
New York
$14.9M 211,612 +77,637 +58%
FWM
6
Frontier Wealth Management
Missouri
$13.4M 190,099 +56,777 +43%
BIAS
7
Beacon Investment Advisory Services
New Jersey
$12.6M 179,294 -7,737 -4%
QA
8
Quantitative Advantage
Minnesota
$11.2M 159,031 +16,276 +11%
CB
9
Community Bank
New York
$8.91M 126,385 -420 -0.3%
LNC
10
Lincoln National Corp
Pennsylvania
$7.37M 104,484 +69,164 +196%
MIAN
11
Mariner Independent Advisor Network
Kansas
$6.47M 90,170 +90,170 New
Bank of America
12
Bank of America
North Carolina
$6.41M 90,869 +36,647 +68%
SCM
13
Sterneck Capital Management
Missouri
$4.4M 62,345 +12,130 +24%
FCAG
14
First Capital Advisors Group
New Jersey
$4M 56,700 +16,940 +43%
SCA
15
Strategic Capital Advisers
Colorado
$3.48M 49,395 +49,395 New
AA
16
Ancora Advisors
Ohio
$2.23M 31,672 +2,087 +7%
AG
17
Advisor Group
Arizona
$2.2M 31,156 +29,732 +2,088%
PA
18
Planning Alternatives
Michigan
$2.18M 30,903 +27,571 +827%
Jane Street
19
Jane Street
New York
$2.11M 29,921 +10,217 +52%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$2.1M 29,763 -823 -3%
IA
21
IFP Advisors
Florida
$2.03M 28,746 +6,458 +29%
CA
22
Cetera Advisors
Colorado
$1.99M 28,190 +8,518 +43%
TFA
23
Transamerica Financial Advisors
Florida
$1.71M 24,182 -15,673 -39%
LPL Financial
24
LPL Financial
California
$1.65M 23,400 +9,524 +69%
GTAM
25
Global Trust Asset Management
Florida
$1.49M 21,082 +21,082 New
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