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JPMorgan Diversified Return US Equity ETF

59 hedge funds and large institutions have $341M invested in JPMorgan Diversified Return US Equity ETF in 2018 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 32 increasing their positions, 12 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
59
Holders Change
+1
Holders Change %
+1.72%
% of All Funds
1.35%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.23%
New
8
Increased
32
Reduced
12
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
UBS Group
1
UBS Group
Switzerland
$50M +$474K +6,806 +1%
TIM
2
Total Investment Management
Arizona
$46.1M +$317K +4,546 +0.7%
SWM
3
SVA Wealth Management
Wisconsin
$38.1M -$1.14M -16,953 -3%
NA
4
Nottingham Advisors
New York
$33.4M -$2.05M -28,678 -6%
FWM
5
Frontier Wealth Management
Missouri
$17M +$3.75M +53,756 +28%
Morgan Stanley
6
Morgan Stanley
New York
$15.6M +$871K +12,492 +6%
Bank of America
7
Bank of America
North Carolina
$15M +$8.68M +124,509 +137%
PA
8
Planning Alternatives
Michigan
$14.9M +$12.8M +183,013 +592%
CW
9
CreativeOne Wealth
Kansas
$13.7M +$13.7M +197,285 New
QA
10
Quantitative Advantage
Minnesota
$12.4M +$1.29M +18,455 +12%
BIAS
11
Beacon Investment Advisory Services
New Jersey
$12.4M -$144K -2,066 -1%
CB
12
Community Bank
New York
$8.76M -$49.8K -715 -0.6%
MIAN
13
Mariner Independent Advisor Network
Kansas
$7.56M +$1.28M +18,354 +20%
SCM
14
Sterneck Capital Management
Missouri
$5.52M +$1.18M +16,860 +27%
FCAG
15
First Capital Advisors Group
New Jersey
$5.04M +$1.08M +15,549 +27%
LNC
16
Lincoln National Corp
Pennsylvania
$4.24M -$3.05M -43,715 -42%
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$3.98M +$3.98M +57,151 New
SCA
18
Strategic Capital Advisers
Colorado
$3.48M
LPL Financial
19
LPL Financial
California
$3.48M +$1.85M +26,556 +113%
Ameriprise
20
Ameriprise
Minnesota
$3.07M +$1.99M +28,499 +184%
AA
21
Ancora Advisors
Ohio
$2.59M +$380K +5,457 +17%
AG
22
Advisor Group
Arizona
$2.29M +$123K +1,769 +6%
CA
23
Cetera Advisors
Colorado
$2.07M +$103K +1,479 +5%
IA
24
IFP Advisors
Florida
$2.03M
TCM
25
TD Capital Management
Tennessee
$1.68M +$1.08M +15,442 +178%