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JPMorgan Diversified Return US Equity ETF

63 hedge funds and large institutions have $377M invested in JPMorgan Diversified Return US Equity ETF in 2018 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 32 increasing their positions, 13 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
63
Holders Change
+4
Holders Change %
+6.78%
% of All Funds
1.44%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.23%
New
10
Increased
32
Reduced
13
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
UBS Group
1
UBS Group
Switzerland
$50.4M -$479K -6,739 -0.9%
TIM
2
Total Investment Management
Arizona
$48.1M +$1.09M +15,303 +2%
SWM
3
SVA Wealth Management
Wisconsin
$42.9M +$2.72M +38,303 +7%
NA
4
Nottingham Advisors
New York
$33.8M +$374K +5,238 +1%
FWM
5
Frontier Wealth Management
Missouri
$20.8M +$3.5M +49,205 +20%
PA
6
Planning Alternatives
Michigan
$18.7M +$3.53M +49,664 +23%
CW
7
CreativeOne Wealth
Kansas
$18M +$4M +56,368 +29%
Morgan Stanley
8
Morgan Stanley
New York
$16.7M +$792K +11,153 +5%
Bank of America
9
Bank of America
North Carolina
$15.7M +$364K +5,126 +2%
QA
10
Quantitative Advantage
Minnesota
$13.1M +$472K +6,642 +4%
BIAS
11
Beacon Investment Advisory Services
New Jersey
$12.2M -$349K -4,909 -3%
SCM
12
Sterneck Capital Management
Missouri
$9.57M +$3.94M +55,490 +70%
CB
13
Community Bank
New York
$8.93M +$2.13K +30 +0%
FCAG
14
First Capital Advisors Group
New Jersey
$6.38M +$1.25M +17,587 +24%
TCM
15
TD Capital Management
Tennessee
$6.11M +$4.4M +61,913 +257%
Ameriprise
16
Ameriprise
Minnesota
$5.82M +$2.69M +37,880 +86%
SCA
17
Strategic Capital Advisers
Colorado
$4.74M +$1.1M +14,904 +30%
LNC
18
Lincoln National Corp
Pennsylvania
$4.7M +$383K +5,396 +9%
CF
19
Centaurus Financial
California
$3.98M +$3.98M +56,016 New
Carson Wealth (CWM LLC)
20
Carson Wealth (CWM LLC)
Nebraska
$3.65M +$3.18M +44,820 +678%
LPL Financial
21
LPL Financial
California
$2.84M -$705K -9,925 -20%
AA
22
Ancora Advisors
Ohio
$2.61M -$25.7K -362 -1%
AG
23
Advisor Group
Arizona
$2.33M -$7.81K -110 -0.3%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$2.27M +$2.27M +31,897 New
IA
25
IFP Advisors
Florida
$2.06M +$15K +211 +0.7%