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JPMorgan Diversified Return US Equity ETF
JPUS

Overview Fund Activity

83 hedge funds and large institutions have $465M invested in JPMorgan Diversified Return US Equity ETF in 2018 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 35 increasing their positions, 20 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
83
Holders Change
+10
Holders Change %
+13.7%
% of All Funds
1.85%
Holding in Top 10
15
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+50%
% of All Funds
0.33%
New
18
Increased
35
Reduced
20
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
DJSG
D.J. St. Germain
Massachusetts
+$23.9M
2
Morgan Stanley
Morgan Stanley
New York
+$6.55M
3
BlackRock
BlackRock
New York
+$5.81M
4
CW
CreativeOne Wealth
Kansas
+$4.24M
5
MIAN
Mariner Independent Advisor Network
Kansas
+$3.92M

Top Sellers

1
Jane Street
Jane Street
New York
-$5.5M
2
SCM
Sterneck Capital Management
Missouri
-$3.24M
3
FWM
Frontier Wealth Management
Missouri
-$1.3M
4
TCM
TD Capital Management
Tennessee
-$1.12M
5
FCIM
Fairview Capital Investment Management
California
-$769K
Name Holding Trade Value Shares
Change 		Shares
Change %
TIM
1
Total Investment Management
Arizona
$48M -$161K -2,276 -0.3%
SWM
2
SVA Wealth Management
Wisconsin
$41.1M +$837K +12,907 +2%
UBS Group
3
UBS Group
Switzerland
$37.2M +$1.74M +26,790 +5%
NA
4
Nottingham Advisors
New York
$28.7M +$47.3K +627 +0.2%
PFG
5
Pacific Financial Group
Washington
$27.7M +$27.7M +426,350 New
DJSG
6
D.J. St. Germain
Massachusetts
$23.9M +$23.9M +368,121 New
CW
7
CreativeOne Wealth
Kansas
$23.8M +$4.24M +65,436 +22%
FWM
8
Frontier Wealth Management
Missouri
$19.9M -$1.3M -19,977 -6%
Morgan Stanley
9
Morgan Stanley
New York
$19.6M +$6.55M +101,043 +50%
PA
10
Planning Alternatives
Michigan
$17.6M -$238K -3,666 -1%
FVWA
11
Foster Victor Wealth Advisors
South Carolina
$16.9M +$16.9M +260,482 New
Bank of America
12
Bank of America
North Carolina
$13.3M +$370K +5,706 +3%
MIAN
13
Mariner Independent Advisor Network
Kansas
$13M +$3.92M +58,225 +43%
QA
14
Quantitative Advantage
Minnesota
$11.4M -$583K -8,988 -5%
BIAS
15
Beacon Investment Advisory Services
New Jersey
$9.92M -$600K -9,253 -6%
HWA
16
HHM Wealth Advisors
Tennessee
$8.2M +$8.2M +126,403 New
Goldman Sachs
17
Goldman Sachs
New York
$7.78M -$1.17K -18 -0%
Ameriprise
18
Ameriprise
Minnesota
$7.51M +$887K +13,675 +13%
CB
19
Community Bank
New York
$6.48M +$4.87K +75 +0.1%
FCAG
20
First Capital Advisors Group
New Jersey
$5.96M +$10.2K +158 +0.2%
BlackRock
21
BlackRock
New York
$5.81M +$5.81M +89,587 New
CA
22
Cetera Advisors
Colorado
$5.05M +$360K +5,545 +8%
Jane Street
23
Jane Street
New York
$5.01M -$5.5M -84,749 -52%
Carson Wealth (CWM LLC)
24
Carson Wealth (CWM LLC)
Nebraska
$4.95M +$148K +2,282 +3%
SCM
25
Sterneck Capital Management
Missouri
$4.86M -$3.24M -50,015 -40%
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