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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 %
EFMC
26
Empire Financial Management Company
New York
$1.19M 10,028 -885 -8%
LA
27
LexAurum Advisors
Kansas
$1.1M 9,300 -429 -4%
PAG
28
Private Advisor Group
New Jersey
$1.04M 8,772 +3,362 +62%
CPA
29
Clear Point Advisors
New York
$999K 8,454 -159 -2%
Goldman Sachs
30
Goldman Sachs
New York
$902K 7,633 +21 +0.3%
AC
31
Avant Capital
Louisiana
$900K 7,612 +402 +6%
NA
32
NewEdge Advisors
Louisiana
$811K 6,860 -126 -2%
SC
33
Schiavi & Co
Delaware
$776K 6,567 – –
IFA
34
Interactive Financial Advisors
Illinois
$628K 5,315 -260 -5%
PG
35
Patten Group
Tennessee
$577K 4,878 +1,114 +30%
KFG
36
Kelly Financial Group
Connecticut
$575K 4,863 +736 +18%
EWA
37
Etesian Wealth Advisors
Oregon
$555K 4,693 -109 -2%
BAM
38
Bellevue Asset Management
Washington
$537K 4,540 -101 -2%
Fidelity Investments
39
Fidelity Investments
Massachusetts
$536K 4,536 -216 -5%
Citigroup
40
Citigroup
New York
$536K 4,535 +107 +2%
BIAS
41
Beacon Investment Advisory Services
New Jersey
$482K 4,077 – –
NL
42
NWAM LLC
Washington
$436K 3,648 -217 -6%
FM
43
Foster & Motley
Ohio
$425K 3,593 -55 -2%
HighTower Advisors
44
HighTower Advisors
Illinois
$418K 3,534 -30 -0.8%
WIA
45
Wealthedge Investment Advisors
New York
$406K 3,434 -1,832 -35%
QCM
46
Quantinno Capital Management
New York
$382K 3,235 -342 -10%
CW
47
CreativeOne Wealth
Kansas
$379K 3,209 -425 -12%
AFG
48
Albion Financial Group
Utah
$378K 3,200 – –
Cetera Investment Advisers
49
Cetera Investment Advisers
Illinois
$342K 2,893 -75 -3%
VA
50
VestGen Advisors
Illinois
$336K 2,844 – –
1
2
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