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JPMorgan Diversified Return US Equity ETF
JPUS

Overview Fund Activity

81 hedge funds and large institutions have $240M invested in JPMorgan Diversified Return US Equity ETF in 2025 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 29 increasing their positions, 30 reducing their positions, and 7 closing their positions.

Holders
81
Holders Change
-2
Holders Change %
-2.41%
% of All Funds
1.09%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
6
Increased
29
Reduced
30
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
VT
1
Vise Technologies
New York
$3.26M
2
LPL Financial
2
LPL Financial
California
$6.78M
3
Jones Financial Companies
3
Jones Financial Companies
Missouri
$3.2M
4
UBS Group
4
UBS Group
Switzerland
$15.9M
5
FFA
5
Farther Finance Advisors
California
$1.38M

Top Sellers

1
PA
1
Planning Alternatives
Michigan
$2.56M
2
DJSG
2
D.J. St. Germain
Massachusetts
$30.4M
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$17.3M
4
Citadel Advisors
4
Citadel Advisors
Florida
$0
5
MWM
5
Modera Wealth Management
New Jersey
$32.7M
Name Market Value Shares Shares
Change 		Shares
Change %
MWM
1
Modera Wealth Management
New Jersey
$32.7M 276,908 -19,929 -7%
Bank of America
2
Bank of America
North Carolina
$31.4M 265,612 +543 +0.2%
DJSG
3
D.J. St. Germain
Massachusetts
$30.4M 257,030 -179,011 -41%
CAPTRUST Financial Advisors
4
CAPTRUST Financial Advisors
North Carolina
$25.2M 213,423 +4,352 +2%
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$17.3M 143,721 -39,356 -21%
UBS Group
6
UBS Group
Switzerland
$15.9M 134,827 +5,135 +4%
SCM
7
Sterneck Capital Management
Missouri
$10M 84,758 +3,162 +4%
LPL Financial
8
LPL Financial
California
$6.78M 57,402 +22,857 +66%
JPMorgan Chase & Co
9
JPMorgan Chase & Co
New York
$6.13M 51,841 -5,842 -10%
AWM
10
Apollon Wealth Management
South Carolina
$5.55M 46,957 +1,865 +4%
Morgan Stanley
11
Morgan Stanley
New York
$5.4M 45,650 +2,022 +5%
Raymond James Financial
12
Raymond James Financial
Florida
$4.85M 41,068 +3,231 +9%
VT
13
Vise Technologies
New York
$3.26M 27,593 +27,593 New
Jones Financial Companies
14
Jones Financial Companies
Missouri
$3.2M 27,213 +6,371 +31%
HWA
15
HHM Wealth Advisors
Tennessee
$2.63M 22,291 – –
Wells Fargo
16
Wells Fargo
California
$2.62M 22,170 +972 +5%
PA
17
Planning Alternatives
Michigan
$2.56M 21,694 -214,424 -91%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$2.41M 20,413 +100 +0.5%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$2.35M 19,900 +932 +5%
MWA
20
MN Wealth Advisors
Kansas
$1.98M 16,752 -2,347 -12%
FPCP
21
Fort Point Capital Partners
California
$1.89M 15,983 -179 -1%
IWN
22
Independent Wealth Network
Iowa
$1.49M 12,644 +120 +1%
FFA
23
Farther Finance Advisors
California
$1.38M 11,709 +4,710 +67%
AQR Capital Management
24
AQR Capital Management
Connecticut
$1.38M 11,705 +1,398 +14%
RF
25
RHS Financial
California
$1.29M 10,887 +42 +0.4%
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