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JPMorgan Diversified Return US Equity ETF

82 hedge funds and large institutions have $241M invested in JPMorgan Diversified Return US Equity ETF in 2025 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 30 increasing their positions, 30 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
82
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
1
Modera Wealth Management
New Jersey
$32.7M
Bank of America
2
Bank of America
North Carolina
$31.4M
DJSG
3
D.J. St. Germain
Massachusetts
$30.4M
CAPTRUST Financial Advisors
4
CAPTRUST Financial Advisors
North Carolina
$25.2M
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$17.3M
UBS Group
6
UBS Group
Switzerland
$15.9M
SCM
7
Sterneck Capital Management
Missouri
$10M
LPL Financial
8
LPL Financial
California
$6.78M
JPMorgan Chase & Co
9
JPMorgan Chase & Co
New York
$6.13M
AWM
10
Apollon Wealth Management
South Carolina
$5.55M
Morgan Stanley
11
Morgan Stanley
New York
$5.4M
Raymond James Financial
12
Raymond James Financial
Florida
$4.85M
VT
13
Vise Technologies
New York
$3.26M
Jones Financial Companies
14
Jones Financial Companies
Missouri
$3.2M
HWA
15
HHM Wealth Advisors
Tennessee
$2.63M
Wells Fargo
16
Wells Fargo
California
$2.62M
PA
17
Planning Alternatives
Michigan
$2.56M
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$2.41M
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$2.35M
MWA
20
MN Wealth Advisors
Kansas
$1.98M
FPCP
21
Fort Point Capital Partners
California
$1.89M
IWN
22
Independent Wealth Network
Iowa
$1.49M
FFA
23
Farther Finance Advisors
California
$1.38M
AQR Capital Management
24
AQR Capital Management
Connecticut
$1.38M
RF
25
RHS Financial
California
$1.29M