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JPMorgan Diversified Return US Equity ETF
JPUS

Overview Fund Activity

77 hedge funds and large institutions have $450M invested in JPMorgan Diversified Return US Equity ETF in 2020 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 20 increasing their positions, 39 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
77
Holders Change
-1
Holders Change %
-1.28%
% of All Funds
1.56%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.16%
New
9
Increased
20
Reduced
39
Closed
10
Calls
$214K
Puts
–
Net Calls
+$214K
Net Calls Change
+$214K

Top Buyers

1
PA
Planning Alternatives
Michigan
+$5.79M
2
Jane Street
Jane Street
New York
+$5.54M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$2.32M
4
Goldman Sachs
Goldman Sachs
New York
+$1.82M
5
MWM
Modera Wealth Management
New Jersey
+$1.75M

Top Sellers

1
QA
Quantitative Advantage
Minnesota
-$10.3M
2
CW
CreativeOne Wealth
Kansas
-$6.14M
3
MPWT
MassMutual Private Wealth & Trust
Connecticut
-$2.53M
4
Citadel Advisors
Citadel Advisors
Florida
-$2.32M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$2.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
1
Modera Wealth Management
New Jersey
$118M +$1.75M +23,683 +2%
DJSG
2
D.J. St. Germain
Massachusetts
$58.3M +$1.27M +17,115 +2%
SWM
3
SVA Wealth Management
Wisconsin
$53.4M +$253K +3,418 +0.5%
PA
4
Planning Alternatives
Michigan
$35M +$5.79M +78,349 +20%
UBS Group
5
UBS Group
Switzerland
$27.3M -$336K -4,547 -1%
Bank of America
6
Bank of America
North Carolina
$24.9M +$39.9K +539 +0.2%
CW
7
CreativeOne Wealth
Kansas
$18.9M -$6.14M -83,084 -25%
Morgan Stanley
8
Morgan Stanley
New York
$14.7M -$1.08M -14,551 -7%
IWC
9
Integrated Wealth Concepts
Massachusetts
$11.7M +$958K +12,953 +9%
LPL Financial
10
LPL Financial
California
$8.94M +$93.6K +1,266 +1%
QA
11
Quantitative Advantage
Minnesota
$6.37M -$10.3M -139,360 -62%
LA
12
LexAurum Advisors
Kansas
$6.31M +$211K +2,847 +3%
Jane Street
13
Jane Street
New York
$5.54M +$5.54M +74,915 New
SCM
14
Sterneck Capital Management
Missouri
$5.38M -$31K -419 -0.6%
GM
15
GeoWealth Management
Illinois
$4.44M -$215K -2,910 -5%
HWA
16
HHM Wealth Advisors
Tennessee
$3.5M -$1.8M -24,310 -34%
SFI
17
SPC Financial Inc
Maryland
$3.47M -$158K -2,130 -4%
Goldman Sachs
18
Goldman Sachs
New York
$3.24M +$1.82M +24,627 +128%
BAM
19
Bellevue Asset Management
Washington
$2.91M +$566K +7,649 +24%
AI
20
Atria Investments
North Carolina
$2.89M +$453K +6,125 +19%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$2.77M +$2.32M +31,305 +514%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$2.26M -$2.1M -28,433 -48%
Carson Wealth (CWM LLC)
23
Carson Wealth (CWM LLC)
Nebraska
$1.81M – – –
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$1.75M -$219K -2,956 -11%
UCFA
25
United Capital Financial Advisors
Texas
$1.72M -$780K -10,552 -31%
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