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JPMorgan Diversified Return US Equity ETF

83 hedge funds and large institutions have $642M invested in JPMorgan Diversified Return US Equity ETF in 2019 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 41 increasing their positions, 26 reducing their positions, and 8 closing their positions.

Holders
83
Holders Change
+1
Holders Change %
+1.22%
% of All Funds
1.82%
Holding in Top 10
16
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+14.29%
% of All Funds
0.35%
New
10
Increased
41
Reduced
26
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
MWM
1
Modera Wealth Management
New Jersey
$58.4M 768,979 +766,100 +26,610%
TIM
2
Total Investment Management
Arizona
$51.5M 677,878 -602 -0.1%
SWM
3
SVA Wealth Management
Wisconsin
$51M 671,876 +2,447 +0.4%
UBS Group
4
UBS Group
Switzerland
$47M 619,689 +13,551 +2%
DJSG
5
D.J. St. Germain
Massachusetts
$35.8M 471,540 +19,430 +4%
CW
6
CreativeOne Wealth
Kansas
$33.3M 438,085 -58,995 -12%
PFG
7
Pacific Financial Group
Washington
$30.8M 410,960 +61,404 +18%
NA
8
Nottingham Advisors
New York
$29.5M 385,068 +1,448 +0.4%
GM
9
GeoWealth Management
Illinois
$25.1M 330,295 +300,926 +1,025%
Ameriprise
10
Ameriprise
Minnesota
$22.1M 291,554 +51,860 +22%
PA
11
Planning Alternatives
Michigan
$19.6M 258,202 +6,350 +3%
FWM
12
Frontier Wealth Management
Missouri
$18.6M 244,993 -33,907 -12%
FVWA
13
Foster Victor Wealth Advisors
South Carolina
$18.2M 244,217 +6,579 +3%
Bank of America
14
Bank of America
North Carolina
$17.8M 234,238 +40,457 +21%
Morgan Stanley
15
Morgan Stanley
New York
$17.7M 233,608 +10,400 +5%
MPWT
16
MassMutual Private Wealth & Trust
Connecticut
$15.6M 205,287 +18,779 +10%
QA
17
Quantitative Advantage
Minnesota
$15M 196,992 -15 -0%
MIAN
18
Mariner Independent Advisor Network
Kansas
$10.8M 143,453 +3,555 +3%
HWA
19
HHM Wealth Advisors
Tennessee
$10.6M 139,452 +182 +0.1%
BlackRock
20
BlackRock
New York
$10.4M 136,920 +17,788 +15%
LPL Financial
21
LPL Financial
California
$9.74M 128,329 -773 -0.6%
LNC
22
Lincoln National Corp
Pennsylvania
$8.14M 107,187 +13,001 +14%
CB
23
Community Bank
New York
$7.59M 99,990 +385 +0.4%
UCFA
24
United Capital Financial Advisors
Texas
$6.61M 87,089 -9,837 -10%
IWC
25
Integrated Wealth Concepts
Massachusetts
$6.03M 79,359 +15,657 +25%