We are live on ! Find out more
JPUS

JPMorgan Diversified Return US Equity ETF

91 hedge funds and large institutions have $274M invested in JPMorgan Diversified Return US Equity ETF in 2026 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 28 increasing their positions, 32 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 6

6% more funds holding

Funds holding: 8691 (+5)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1% less capital invested

Capital invested by funds: $278M → $274M (-$4.11M)

3.19% less ownership

Funds ownership: 71.43%68.24% (-3.2%)

13% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 32

Holders
91
Holders Change
+5
Holders Change %
+5.81%
% of All Funds
1.12%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
14
Increased
28
Reduced
32
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
1
Modera Wealth Management
New Jersey
$32.2M -$2.31M -17,590 -7%
DJSG
2
D.J. St. Germain
Massachusetts
$31M -$926K -7,060 -3%
Bank of America
3
Bank of America
North Carolina
$30M -$6.28M -47,837 -17%
CAPTRUST Financial Advisors
4
CAPTRUST Financial Advisors
North Carolina
$29.7M +$425K +3,243 +1%
UBS Group
5
UBS Group
Switzerland
$17.2M -$23.7K -181 -0.1%
HAG
6
HighPoint Advisor Group
Illinois
$15.4M -$4.69M -35,738 -23%
SCM
7
Sterneck Capital Management
Missouri
$12M +$406K +3,098 +3%
Wealth Enhancement Advisory Services
8
Wealth Enhancement Advisory Services
Minnesota
$10.1M -$6.25M -47,625 -38%
LPL Financial
9
LPL Financial
California
$9.62M +$600K +4,573 +7%
Morgan Stanley
10
Morgan Stanley
New York
$6.83M +$213K +1,627 +3%
Jones Financial Companies
11
Jones Financial Companies
Missouri
$6.66M +$1.34M +10,213 +25%
Raymond James Financial
12
Raymond James Financial
Florida
$5.9M +$71.6K +546 +1%
JP Morgan Chase
13
JP Morgan Chase
New York
$5.22M -$572K -4,359 -10%
FIT
14
Financially in Tune
Massachusetts
$5.1M +$131 +1 +0%
AWM
15
Apollon Wealth Management
South Carolina
$5.05M -$43.6K -332 -0.8%
Osaic Holdings
16
Osaic Holdings
Arizona
$4.21M +$236K +1,798 +6%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$3.03M +$90.4K +689 +3%
VT
18
Vise Technologies
New York
$2.91M
Wells Fargo
19
Wells Fargo
California
$2.91M +$6.17K +47 +0.2%
HWA
20
HHM Wealth Advisors
Tennessee
$2.84M -$30.8K -235 -1%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$2.7M +$1.71K +13 +0.1%
MWA
22
MN Wealth Advisors
Kansas
$2.02M -$47.5K -362 -2%
SC
23
Schiavi & Co
Delaware
$1.83M
PAG
24
Private Advisor Group
New Jersey
$1.6M +$77.3K +589 +5%
FFA
25
Farther Finance Advisors
California
$1.5M -$25.7K -196 -2%