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JPMorgan Diversified Return US Equity ETF

78 hedge funds and large institutions have $514M invested in JPMorgan Diversified Return US Equity ETF in 2019 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 38 increasing their positions, 24 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
78
Holders Change
-5
Holders Change %
-6.02%
% of All Funds
1.69%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.3%
New
6
Increased
38
Reduced
24
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SWM
1
SVA Wealth Management
Wisconsin
$48.1M +$1.84M +25,086 +4%
UBS Group
2
UBS Group
Switzerland
$42.5M +$458K +6,261 +1%
DJSG
3
D.J. St. Germain
Massachusetts
$35.9M +$9M +123,017 +33%
CW
4
CreativeOne Wealth
Kansas
$35.2M +$8.35M +114,101 +31%
NA
5
Nottingham Advisors
New York
$28.4M +$124K +1,664 +0.4%
PFG
6
Pacific Financial Group
Washington
$25.6M -$5.62M -76,794 -18%
TIM
7
Total Investment Management
Arizona
$24.5M -$24.5M -338,688 -50%
FWM
8
Frontier Wealth Management
Missouri
$22.5M +$7.39K +101 +0%
Morgan Stanley
9
Morgan Stanley
New York
$22.1M +$80.1K +1,095 +0.4%
PA
10
Planning Alternatives
Michigan
$18.4M -$1.43M -19,590 -7%
FVWA
11
Foster Victor Wealth Advisors
South Carolina
$17.9M -$1.12M -15,284 -6%
Ameriprise
12
Ameriprise
Minnesota
$15.6M +$7.14M +97,644 +84%
QA
13
Quantitative Advantage
Minnesota
$13.6M +$740K +10,111 +6%
MPWT
14
MassMutual Private Wealth & Trust
Connecticut
$12.6M +$12.6M +172,698 New
BIAS
15
Beacon Investment Advisory Services
New Jersey
$12M +$809K +11,055 +7%
Bank of America
16
Bank of America
North Carolina
$11.2M -$3.82M -52,256 -25%
MIAN
17
Mariner Independent Advisor Network
Kansas
$9.92M -$4.28M -58,030 -30%
LPL Financial
18
LPL Financial
California
$9.91M +$7.72M +105,509 +353%
HWA
19
HHM Wealth Advisors
Tennessee
$9.82M +$578K +7,898 +6%
Goldman Sachs
20
Goldman Sachs
New York
$8.76M -$22.5K -307 -0.3%
CB
21
Community Bank
New York
$7.31M
BlackRock
22
BlackRock
New York
$7.29M +$732K +10,000 +11%
LNC
23
Lincoln National Corp
Pennsylvania
$6.32M +$1.66M +22,712 +36%
CA
24
Cetera Advisors
Colorado
$6M +$321K +4,392 +6%
SCM
25
Sterneck Capital Management
Missouri
$5.33M -$148K -2,020 -3%