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JPMorgan Diversified Return US Equity ETF
JPUS

Overview Fund Activity

98 hedge funds and large institutions have $693M invested in JPMorgan Diversified Return US Equity ETF in 2019 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 38 increasing their positions, 32 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
98
Holders Change
+15
Holders Change %
+18.07%
% of All Funds
1.94%
Holding in Top 10
17
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.25%
% of All Funds
0.34%
New
19
Increased
38
Reduced
32
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GSWM
Golden State Wealth Management
California
+$53.9M
2
DJSG
D.J. St. Germain
Massachusetts
+$10.5M
3
MWM
Modera Wealth Management
New Jersey
+$7.37M
4
PA
Planning Alternatives
Michigan
+$5.1M
5
ACM
Avalon Capital Management
California
+$5.09M

Top Sellers

1
GM
GeoWealth Management
Illinois
-$21.7M
2
Ameriprise
Ameriprise
Minnesota
-$20.9M
3
PFG
Pacific Financial Group
Washington
-$11M
4
FWM
Frontier Wealth Management
Missouri
-$5.74M
5
UBS Group
UBS Group
Switzerland
-$5.38M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
1
Modera Wealth Management
New Jersey
$68.6M +$7.37M +92,482 +12%
TIM
2
Total Investment Management
Arizona
$53.9M -$112K -1,404 -0.2%
GSWM
3
Golden State Wealth Management
California
$53.9M +$53.9M +676,474 New
SWM
4
SVA Wealth Management
Wisconsin
$53.8M +$233K +2,926 +0.4%
DJSG
5
D.J. St. Germain
Massachusetts
$48M +$10.5M +131,539 +28%
UBS Group
6
UBS Group
Switzerland
$44M -$5.38M -67,495 -11%
CW
7
CreativeOne Wealth
Kansas
$30.8M -$4.07M -51,155 -12%
NA
8
Nottingham Advisors
New York
$30.6M -$157K -1,967 -0.5%
PA
9
Planning Alternatives
Michigan
$25.7M +$5.1M +64,047 +25%
Bank of America
10
Bank of America
North Carolina
$21.8M +$3.11M +39,056 +17%
PFG
11
Pacific Financial Group
Washington
$21.7M -$11M -138,186 -34%
Morgan Stanley
12
Morgan Stanley
New York
$19.4M +$793K +9,957 +4%
FVWA
13
Foster Victor Wealth Advisors
South Carolina
$18.9M -$457K -5,753 -2%
MPWT
14
MassMutual Private Wealth & Trust
Connecticut
$17.4M +$1.09M +13,646 +7%
QA
15
Quantitative Advantage
Minnesota
$16.7M +$1.04M +13,072 +7%
FWM
16
Frontier Wealth Management
Missouri
$13.8M -$5.74M -72,069 -29%
BlackRock
17
BlackRock
New York
$12.9M +$2.02M +25,329 +18%
HWA
18
HHM Wealth Advisors
Tennessee
$12.3M +$1.22M +15,330 +11%
MIAN
19
Mariner Independent Advisor Network
Kansas
$12M +$611K +7,673 +5%
LPL Financial
20
LPL Financial
California
$10.2M -$9.72K -122 -0.1%
CB
21
Community Bank
New York
$7.64M -$325K -4,075 -4%
IWC
22
Integrated Wealth Concepts
Massachusetts
$7.34M +$1.01M +12,731 +16%
UCFA
23
United Capital Financial Advisors
Texas
$6.07M -$865K -10,857 -12%
LA
24
LexAurum Advisors
Kansas
$5.09M +$1.32M +16,611 +35%
ACM
25
Avalon Capital Management
California
$5.09M +$5.09M +63,915 New
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