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JPMorgan Diversified Return US Equity ETF
JPUS

Overview Fund Activity

70 hedge funds and large institutions have $484M invested in JPMorgan Diversified Return US Equity ETF in 2021 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 26 increasing their positions, 24 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
70
Holders Change
-5
Holders Change %
-6.67%
% of All Funds
1.23%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
6
Increased
26
Reduced
24
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
QA
Quantitative Advantage
Minnesota
$14.7M
2
MWM
Modera Wealth Management
New Jersey
$152M
3
FPCP
Fort Point Capital Partners
California
$1.23M
4
GM
GeoWealth Management
Illinois
$6.05M
5
RJFSA
Raymond James Financial Services Advisors
Florida
$4.91M

Top Sellers

1
TAF
Tredje AP-fonden
Sweden
$0
2
DJSG
D.J. St. Germain
Massachusetts
$70.6M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$2.26M
4
CW
CreativeOne Wealth
Kansas
$12.9M
5
Citadel Advisors
Citadel Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
1
Modera Wealth Management
New Jersey
$152M +$4.65M +48,362 +3%
DJSG
2
D.J. St. Germain
Massachusetts
$70.6M -$3.12M -32,464 -4%
PA
3
Planning Alternatives
Michigan
$51M -$4.33K -45 -0%
UBS Group
4
UBS Group
Switzerland
$36.1M +$516K +5,362 +1%
Bank of America
5
Bank of America
North Carolina
$31.9M -$178K -1,854 -0.6%
Morgan Stanley
6
Morgan Stanley
New York
$22.4M +$33.7K +350 +0.2%
QA
7
Quantitative Advantage
Minnesota
$14.7M +$5.06M +52,604 +52%
CW
8
CreativeOne Wealth
Kansas
$12.9M -$1.84M -19,111 -13%
LPL Financial
9
LPL Financial
California
$12.3M +$382K +3,972 +3%
LA
10
LexAurum Advisors
Kansas
$8.97M +$67.1K +698 +0.8%
SIA
11
SkyView Investment Advisors
New Jersey
$7.87M +$118K +1,228 +2%
SCM
12
Sterneck Capital Management
Missouri
$6.74M -$53.3K -554 -0.8%
GM
13
GeoWealth Management
Illinois
$6.05M +$826K +8,591 +16%
BAM
14
Bellevue Asset Management
Washington
$4.94M +$67.8K +699 +1%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$4.91M +$755K +7,851 +18%
SFI
16
SPC Financial Inc
Maryland
$4.83M +$57.9K +602 +1%
Goldman Sachs
17
Goldman Sachs
New York
$4.21M – – –
HWA
18
HHM Wealth Advisors
Tennessee
$4.01M -$206K -2,140 -5%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$2.37M +$55.9K +582 +2%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$2.26M -$1.85M -19,240 -45%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$2.23M -$6.06K -63 -0.3%
Lido Advisors
22
Lido Advisors
California
$1.58M +$314K +3,263 +25%
FWM
23
Frontier Wealth Management
Missouri
$1.56M -$25K -260 -2%
CA
24
Cetera Advisors
Colorado
$1.42M +$653K +6,790 +85%
IWN
25
Independent Wealth Network
Iowa
$1.4M +$1.4M +13,568 New
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