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JPMorgan Diversified Return US Equity ETF

78 hedge funds and large institutions have $431M invested in JPMorgan Diversified Return US Equity ETF in 2020 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 19 increasing their positions, 42 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
78
Holders Change
-13
Holders Change %
-14.29%
% of All Funds
1.6%
Holding in Top 10
9
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-25%
% of All Funds
0.18%
New
8
Increased
19
Reduced
42
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MWM
1
Modera Wealth Management
New Jersey
$109M +$10.3M +148,434 +10%
DJSG
2
D.J. St. Germain
Massachusetts
$53.5M +$3.3M +47,624 +7%
SWM
3
SVA Wealth Management
Wisconsin
$49.9M +$1.46M +21,049 +3%
PA
4
Planning Alternatives
Michigan
$27.4M +$2.22M +32,054 +9%
UBS Group
5
UBS Group
Switzerland
$25.9M -$7.97M -114,874 -24%
CW
6
CreativeOne Wealth
Kansas
$23.5M -$3.14M -45,185 -12%
Bank of America
7
Bank of America
North Carolina
$23.3M -$8.57M -123,545 -27%
QA
8
Quantitative Advantage
Minnesota
$15.7M +$116K +1,672 +0.7%
Morgan Stanley
9
Morgan Stanley
New York
$14.8M -$2.11M -30,441 -13%
IWC
10
Integrated Wealth Concepts
Massachusetts
$10M +$2.69M +38,728 +37%
LPL Financial
11
LPL Financial
California
$8.3M -$267K -3,843 -3%
LA
12
LexAurum Advisors
Kansas
$5.72M -$1.13M -16,346 -17%
SCM
13
Sterneck Capital Management
Missouri
$5.07M +$595K +8,571 +13%
HWA
14
HHM Wealth Advisors
Tennessee
$4.97M -$6.95M -100,179 -58%
GM
15
GeoWealth Management
Illinois
$4.37M -$291K -4,195 -6%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$4.09M +$2.67M +38,431 +188%
MPWT
17
MassMutual Private Wealth & Trust
Connecticut
$3.45M -$16.5M -237,094 -83%
SFI
18
SPC Financial Inc
Maryland
$3.4M +$413K +5,959 +14%
Citadel Advisors
19
Citadel Advisors
Florida
$2.46M -$5.39M -77,732 -69%
UCFA
20
United Capital Financial Advisors
Texas
$2.35M -$720K -10,379 -23%
AI
21
Atria Investments
North Carolina
$2.29M +$686K +9,887 +43%
BAM
22
Bellevue Asset Management
Washington
$2.2M +$89.9K +1,296 +4%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$1.85M +$89.3K +1,286 +5%
Carson Wealth (CWM LLC)
24
Carson Wealth (CWM LLC)
Nebraska
$1.81M
FWM
25
Frontier Wealth Management
Missouri
$1.51M -$6.09M -87,833 -80%