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JPMorgan Diversified Return US Equity ETF

75 hedge funds and large institutions have $561M invested in JPMorgan Diversified Return US Equity ETF in 2021 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 18 increasing their positions, 29 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
75
Holders Change
+6
Holders Change %
+8.7%
% of All Funds
1.31%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.12%
New
13
Increased
18
Reduced
29
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MWM
1
Modera Wealth Management
New Jersey
$148M -$2.67M -27,551 -2%
TAF
2
Tredje AP-fonden
Sweden
$77.1M +$77.1M +495,908 New
DJSG
3
D.J. St. Germain
Massachusetts
$74.2M -$4.56M -47,126 -6%
PA
4
Planning Alternatives
Michigan
$51.3M +$2.48M +25,588 +5%
UBS Group
5
UBS Group
Switzerland
$35.8M -$719K -7,435 -2%
Bank of America
6
Bank of America
North Carolina
$32.3M -$778K -8,044 -2%
Morgan Stanley
7
Morgan Stanley
New York
$22.5M -$199K -2,056 -0.9%
CW
8
CreativeOne Wealth
Kansas
$14.7M -$868K -8,976 -6%
LPL Financial
9
LPL Financial
California
$12M +$309K +3,195 +3%
QA
10
Quantitative Advantage
Minnesota
$9.72M +$872K +9,017 +10%
LA
11
LexAurum Advisors
Kansas
$8.96M +$686K +7,086 +8%
SIA
12
SkyView Investment Advisors
New Jersey
$7.36M
SCM
13
Sterneck Capital Management
Missouri
$6.92M +$110K +1,123 +2%
GM
14
GeoWealth Management
Illinois
$5.26M +$16.2K +167 +0.3%
BAM
15
Bellevue Asset Management
Washington
$4.85M +$174K +1,799 +4%
SFI
16
SPC Financial Inc
Maryland
$4.8M -$470K -4,859 -9%
HWA
17
HHM Wealth Advisors
Tennessee
$4.24M -$12K -124 -0.3%
Goldman Sachs
18
Goldman Sachs
New York
$4.24M
RJFSA
19
Raymond James Financial Services Advisors
Florida
$4.18M +$144K +1,491 +4%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$4.14M -$1.47M -15,244 -26%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$2.32M +$427K +4,417 +23%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$2.25M +$7.45K +77 +0.3%
Carson Wealth (CWM LLC)
23
Carson Wealth (CWM LLC)
Nebraska
$1.81M
FWM
24
Frontier Wealth Management
Missouri
$1.59M -$345K -3,563 -18%
Osaic Holdings
25
Osaic Holdings
Arizona
$1.31M -$22.3K -231 -2%