Back to top




There are no insights from this firm to display at this time.


ETF Holdings

Name Assets
JPMorgan Diversified Return Europe Equity ETF $51,743,000
JPMorgan Diversified Return US Equity ETF $26,656,000
JPMorgan Diversified Return Global Equity ETF $25,096,000
ProShares Short High Yield $5,902,000
SPDR MSCI International Real Estate Currency Hedged ETF $3,617,000
SPDR S&P 600 Small Cap ETF $2,633,000
iShares Morningstar Large-Cap Value ETF $1,793,000
iShares MSCI ACWI Low Carbon Target ETF $1,592,000
Fidelity Total Bond ETF $1,576,000
First Trust NASDAQ-100 Ex-Technology Sector Index Fund $1,416,000
First Trust Natural Gas ETF $1,390,000
iShares International Preferred Stock ETF $968,000
Global X JPMorgan Efficiente Index ETF $832,000
Oppenheimer Small Cap Revenue ETF $580,000
SPDR Bloomberg Barclays Mortgage Backed Bond ETF $463,000
iShares Government/Credit Bond ETF $447,000
iShares Morningstar Small-Cap Value ETF $418,000
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund $361,000
First Trust Eurozone AlphaDEX ETF $231,000
WisdomTree Middle East Dividend Fund $216,000
iShares Currency Hedged MSCI Japan ETF $200,000
iShares iBonds Sep 2019 Term Muni Bond ETF $196,000
VanEck Vectors Indonesia Index ETF $136,000
iShares Edge MSCI Multifactor USA ETF $126,000
iShares Edge MSCI Min Vol Europe ETF $102,000
iShares MSCI All Peru Capped ETF $71,000
WisdomTree Emerging Markets Corporate Bond Fund $70,000
Vanguard Russell 1000 Index Fund $68,000
Fidelity MSCI Consumer Staples Index ETF $67,000
Fidelity MSCI Industrials Index ETF $66,000
Fidelity MSCI Information Technology Index ETF $66,000
WisdomTree Asia Pacific ex-Japan Fund $65,000
Fidelity MSCI Consumer Discretionary Index ETF $65,000
Deutsche X-trackers Japan JPX-Nikkei 400 Equity ETF $63,000
First Trust Global Tactical Commodity Strategy Fund $42,000
iShares Morningstar Mid-Cap Growth ETF $31,000
iShares MSCI Russia Capped ETF $21,000
VanEck Vectors Unconventional Oil & Gas ETF $17,000
First Trust Hong Kong AlphaDEX Fund $9,000
Schwab Fundamental International Small Company Index ETF $5,000
First Trust United Kingdom AlphaDEX Fund $3,000
First Trust Switzerland AlphaDEX Fund $3,000
First Trust Germany AlphaDEX Fund $3,000
iShares International High Yield Bond ETF $2,000
iPath Exchange Traded Notes iPath Pure Beta Broad Commodity ETN $1,000



    Last updated on June 9, 2019
      • $130.3B
        Total Assets Under Management
      • N/A
        Total Assets Under Advisement
      • 602K
      • $216.3K
        Estimated Average Account Balance


    Firm Services

    There is no Services data available to display at this time.

    Firm Client types

    There is no client type data to display at this time.


    Current Advisors

    # of advisors


    name start date
    Gregory Michael Adamczyk
    November 2018
    John C. Roche
    December 2017
    Daniele Madanat
    December 2010
    Heather G Webster
    September 2009
    Asim Hamid
    October 2012

      Affiliated Investment Advisors and Broker Dealers

      Name Type Total Assets
      Bear Stearns Asset Management Inc. IAR $174,466,450
      J.P. Morgan Asset Management IAR $275,030,092,707
      J.P. Morgan Institutional Investments Inc. Broker-Dealer $13,584,563,899
      J.P. Morgan Private Investments Inc. IAR $134,835,184,801
      Jf International Management Inc. IAR $471,827,920
      Jpmorgan Alternative Asset Management IAR $11,313,227,672
      Jpmorgan Chase Bank N.A. -- --
      Jpmorgan Distribution Services, Inc. Broker-Dealer --
      Security Capital Research & Management Incorporated IAR $3,728,042,709



        There is no ownership data available to display at this time.

        Executives and Control Persons

        Name Title Tenure Date % Ownership
        Jeremy Ross Geller Elected Manager And Member December, 2018 less than 5%
        Eric David Tepper Elected Manager And Member August, 2017 less than 5%
        Christopher Leo Harvey Elected Manager And Member May, 2017 less than 5%
        Eric John Sr Stein Elected Manager And Member July, 2014 less than 5%
        Matthew Lloyd Cherwin Elected Manager And Member July, 2014 less than 5%
        Robert Cullum Holmes Elected Manager And Member March, 2013 less than 5%
        Patrick C Kirby Chief Operating Officer And Elected Manager And Member May, 2011 less than 5%
        Jason Edwin Sippel Ceo & Chairman January, 2013 less than 5%
        Jeremy S Bell Chief Compliance Officer December, 2015 less than 5%
        William Howard Freilich Chief Legal Officer May, 2013 less than 5%
        Patrick Paul Dempsey Treasurer August, 2013 less than 5%
        James Michael Collins Chief Financial Officer June, 2008 less than 5%
          Source: SEC


          Types of Compensation Arrangements

          • Percentage Of Assets
          • Other