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JPMorgan Diversified Return US Equity ETF

91 hedge funds and large institutions have $493M invested in JPMorgan Diversified Return US Equity ETF in 2020 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 38 increasing their positions, 35 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
91
Holders Change
-7
Holders Change %
-7.14%
% of All Funds
2.01%
Holding in Top 10
12
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-29.41%
% of All Funds
0.27%
New
9
Increased
38
Reduced
35
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MWM
1
Modera Wealth Management
New Jersey
$83.6M +$33.1M +564,801 +66%
DJSG
2
D.J. St. Germain
Massachusetts
$42.4M +$7.06M +120,369 +20%
SWM
3
SVA Wealth Management
Wisconsin
$40.9M +$1.32M +22,562 +3%
TIM
4
Total Investment Management
Arizona
$38.9M -$759K -12,936 -2%
UBS Group
5
UBS Group
Switzerland
$28.6M -$3.74M -63,734 -12%
Bank of America
6
Bank of America
North Carolina
$27M +$11M +186,742 +68%
CW
7
CreativeOne Wealth
Kansas
$22.5M -$218K -3,712 -1%
PA
8
Planning Alternatives
Michigan
$21.3M +$2.38M +40,512 +13%
NA
9
Nottingham Advisors
New York
$18.2M -$4.62M -77,470 -20%
MPWT
10
MassMutual Private Wealth & Trust
Connecticut
$16.8M +$3.98M +67,923 +31%
FVWA
11
Foster Victor Wealth Advisors
South Carolina
$15.1M +$353K +5,695 +2%
Morgan Stanley
12
Morgan Stanley
New York
$14.3M -$7.68K -131 -0.1%
QA
13
Quantitative Advantage
Minnesota
$13.1M +$810K +13,811 +7%
HWA
14
HHM Wealth Advisors
Tennessee
$10.1M +$995K +16,970 +11%
LPL Financial
15
LPL Financial
California
$7.24M -$280K -4,779 -4%
MIAN
16
Mariner Independent Advisor Network
Kansas
$6.94M -$1.5M -26,879 -18%
Citadel Advisors
17
Citadel Advisors
Florida
$6.63M +$5.28M +89,972 +388%
FWM
18
Frontier Wealth Management
Missouri
$6.43M -$3.71M -63,297 -37%
IWC
19
Integrated Wealth Concepts
Massachusetts
$6.21M +$807K +13,766 +15%
LA
20
LexAurum Advisors
Kansas
$5.79M +$2.04M +34,849 +55%
CB
21
Community Bank
New York
$5.49M -$134K -2,290 -2%
Jane Street
22
Jane Street
New York
$5.07M +$1.71M +29,117 +51%
GM
23
GeoWealth Management
Illinois
$3.94M +$551K +9,394 +16%
SCM
24
Sterneck Capital Management
Missouri
$3.79M +$426K +7,259 +13%
FCIM
25
Fairview Capital Investment Management
California
$2.71M -$854K -14,575 -24%