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JPMorgan Diversified Return US Equity ETF

71 hedge funds and large institutions have $505M invested in JPMorgan Diversified Return US Equity ETF in 2020 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 22 increasing their positions, 34 reducing their positions, and 11 closing their positions.

Holders
71
Holders Change
-6
Holders Change %
-7.79%
% of All Funds
1.26%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
7
Increased
22
Reduced
34
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
MWM
1
Modera Wealth Management
New Jersey
$136M 1,621,332 +22,953 +1%
DJSG
2
D.J. St. Germain
Massachusetts
$67.8M 810,577 +22,390 +3%
SWM
3
SVA Wealth Management
Wisconsin
$62.6M 747,959 +26,128 +4%
PA
4
Planning Alternatives
Michigan
$40.9M 488,864 +15,700 +3%
UBS Group
5
UBS Group
Switzerland
$31.3M 374,117 +5,078 +1%
Bank of America
6
Bank of America
North Carolina
$29.6M 353,262 +16,232 +5%
CW
7
CreativeOne Wealth
Kansas
$16.8M 201,403 -53,546 -21%
Morgan Stanley
8
Morgan Stanley
New York
$16.3M 194,421 -4,021 -2%
LPL Financial
9
LPL Financial
California
$10.2M 122,183 +1,332 +1%
LA
10
LexAurum Advisors
Kansas
$7.2M 86,092 +818 +1%
QA
11
Quantitative Advantage
Minnesota
$6.85M 81,875 -4,312 -5%
Citadel Advisors
12
Citadel Advisors
Florida
$6.83M 81,673 +77,540 +1,876%
SIA
13
SkyView Investment Advisors
New Jersey
$6.65M 79,518 +79,518 New
SCM
14
Sterneck Capital Management
Missouri
$6.08M 72,734 +32 +0%
GM
15
GeoWealth Management
Illinois
$5.08M 60,657 +612 +1%
Jane Street
16
Jane Street
New York
$4.41M 52,749 -22,166 -30%
SFI
17
SPC Financial Inc
Maryland
$4.21M 50,287 +3,356 +7%
BAM
18
Bellevue Asset Management
Washington
$4.07M 47,293 +7,934 +20%
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$4.01M 47,927 +10,537 +28%
HWA
20
HHM Wealth Advisors
Tennessee
$3.81M 45,512 -1,751 -4%
Goldman Sachs
21
Goldman Sachs
New York
$3.66M 43,795
RJFSA
22
Raymond James Financial Services Advisors
Florida
$3.1M 36,997 +26,171 +242%
AI
23
Atria Investments
North Carolina
$2.64M 31,520 -7,561 -19%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$1.98M 23,638 -4 -0%
Carson Wealth (CWM LLC)
25
Carson Wealth (CWM LLC)
Nebraska
$1.81M 18,665