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JPMorgan Diversified Return US Equity ETF

82 hedge funds and large institutions have $559M invested in JPMorgan Diversified Return US Equity ETF in 2019 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 35 increasing their positions, 24 reducing their positions, and 8 closing their positions.

Holders
82
Holders Change
+4
Holders Change %
+5.13%
% of All Funds
1.78%
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.3%
New
14
Increased
35
Reduced
24
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
SWM
1
SVA Wealth Management
Wisconsin
$50.1M 669,429 +11,259 +2%
TIM
2
Total Investment Management
Arizona
$49.7M 678,480 +339,550 +100%
UBS Group
3
UBS Group
Switzerland
$45.4M 606,138 +25,824 +4%
CW
4
CreativeOne Wealth
Kansas
$37.2M 497,080 +15,439 +3%
DJSG
5
D.J. St. Germain
Massachusetts
$33.8M 452,110 -39,028 -8%
NA
6
Nottingham Advisors
New York
$29M 383,620 +1,352 +0.4%
PFG
7
Pacific Financial Group
Washington
$25.6M 349,556
FWM
8
Frontier Wealth Management
Missouri
$20.9M 278,900 -28,153 -9%
PA
9
Planning Alternatives
Michigan
$18.9M 251,852 +840 +0.3%
FVWA
10
Foster Victor Wealth Advisors
South Carolina
$18M 237,638 -7,560 -3%
Ameriprise
11
Ameriprise
Minnesota
$17.9M 239,694 +26,350 +12%
Morgan Stanley
12
Morgan Stanley
New York
$16.7M 223,208 -79,350 -26%
QA
13
Quantitative Advantage
Minnesota
$14.7M 197,007 +10,584 +6%
Bank of America
14
Bank of America
North Carolina
$14.5M 193,781 +40,743 +27%
MPWT
15
MassMutual Private Wealth & Trust
Connecticut
$14M 186,508 +13,810 +8%
BIAS
16
Beacon Investment Advisory Services
New Jersey
$11.6M 154,785 -9,142 -6%
MIAN
17
Mariner Independent Advisor Network
Kansas
$10.5M 139,898 +5,288 +4%
HWA
18
HHM Wealth Advisors
Tennessee
$10.4M 139,270 +4,969 +4%
LPL Financial
19
LPL Financial
California
$9.66M 129,102 -6,315 -5%
BlackRock
20
BlackRock
New York
$8.92M 119,132 +19,545 +20%
CB
21
Community Bank
New York
$7.46M 99,605 -325 -0.3%
UCFA
22
United Capital Financial Advisors
Texas
$7.26M 96,926 +96,926 New
LNC
23
Lincoln National Corp
Pennsylvania
$7.05M 94,186 +7,841 +9%
CA
24
Cetera Advisors
Colorado
$5.97M 79,703 -2,361 -3%
Jane Street
25
Jane Street
New York
$5.95M 79,447 +18,957 +31%