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JPMorgan Diversified Return US Equity ETF
JPUS

Overview Fund Activity

69 hedge funds and large institutions have $506M invested in JPMorgan Diversified Return US Equity ETF in 2021 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 24 increasing their positions, 28 reducing their positions, and 8 closing their positions.

Holders
69
Holders Change
-2
Holders Change %
-2.82%
% of All Funds
1.22%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.14%
New
7
Increased
24
Reduced
28
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TIM
1
Total Investment Management
Arizona
$38.9M
2
Morgan Stanley
2
Morgan Stanley
New York
$21.4M
3
PA
3
Planning Alternatives
Michigan
$46.1M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$5.3M
5
QA
5
Quantitative Advantage
Minnesota
$8.35M

Top Sellers

1
MWM
1
Modera Wealth Management
New Jersey
$142M
2
Jane Street
2
Jane Street
New York
$0
3
CW
3
CreativeOne Wealth
Kansas
$14.7M
4
AI
4
Atria Investments
North Carolina
$0
5
Citadel Advisors
5
Citadel Advisors
Florida
$5.5M
Name Market Value Shares Shares
Change 		Shares
Change %
MWM
1
Modera Wealth Management
New Jersey
$142M 1,556,990 -64,342 -4%
DJSG
2
D.J. St. Germain
Massachusetts
$74.3M 813,986 +3,409 +0.4%
PA
3
Planning Alternatives
Michigan
$46.1M 504,712 +15,848 +3%
TIM
4
Total Investment Management
Arizona
$38.9M 663,538 +663,538 New
UBS Group
5
UBS Group
Switzerland
$34.5M 377,729 +3,612 +1%
Bank of America
6
Bank of America
North Carolina
$31.2M 341,880 -11,382 -3%
Morgan Stanley
7
Morgan Stanley
New York
$21.4M 234,531 +40,110 +21%
CW
8
CreativeOne Wealth
Kansas
$14.7M 161,417 -39,986 -20%
LPL Financial
9
LPL Financial
California
$11M 120,330 -1,853 -2%
QA
10
Quantitative Advantage
Minnesota
$8.35M 91,434 +9,559 +12%
LA
11
LexAurum Advisors
Kansas
$7.81M 85,540 -552 -0.6%
SIA
12
SkyView Investment Advisors
New Jersey
$7.36M 80,606 +1,088 +1%
SCM
13
Sterneck Capital Management
Missouri
$6.35M 69,490 -3,244 -4%
Citadel Advisors
14
Citadel Advisors
Florida
$5.5M 60,266 -21,407 -26%
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$5.3M 58,010 +10,083 +21%
SFI
16
SPC Financial Inc
Maryland
$4.98M 54,495 +4,208 +8%
GM
17
GeoWealth Management
Illinois
$4.95M 54,182 -6,475 -11%
BAM
18
Bellevue Asset Management
Washington
$4.43M 48,379 +1,086 +2%
HWA
19
HHM Wealth Advisors
Tennessee
$4.01M 43,951 -1,561 -3%
Goldman Sachs
20
Goldman Sachs
New York
$4M 43,795 – –
RJFSA
21
Raymond James Financial Services Advisors
Florida
$3.81M 41,743 +4,746 +13%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$2.12M 23,189 -449 -2%
FWM
23
Frontier Wealth Management
Missouri
$1.83M 20,028 -35 -0.2%
Carson Wealth (CWM LLC)
24
Carson Wealth (CWM LLC)
Nebraska
$1.81M 18,665 – –
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$1.79M 19,615 +614 +3%
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