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
AQR Capital Management
26
AQR Capital Management
Connecticut
$1.46M -$195K -1,483 -12%
RF
27
RHS Financial
California
$1.37M -$43.3K -330 -3%
HFA
28
Hershey Financial Advisers
Pennsylvania
$1.35M +$1.36M +10,367 New
NA
29
NewEdge Advisors
Louisiana
$1.23M -$186K -1,418 -13%
LA
30
LexAurum Advisors
Kansas
$1.16M +$1.17M +8,893 New
PA
31
Planning Alternatives
Michigan
$1.11M -$466K -3,556 -29%
PG
32
Patten Group
Tennessee
$945K +$314K +2,391 +49%
EWM
33
Elevation Wealth Management
Minnesota
$868K +$656 +5 +0.1%
AC
34
Avant Capital
Louisiana
$856K -$38.6K -294 -4%
VA
35
VestGen Advisors
Illinois
$773K +$746K +5,688 New
WETS
36
Wealth Enhancement Trust Services
South Dakota
$765K -$43.9K -335 -5%
KFG
37
Kelly Financial Group
Connecticut
$612K -$17.4K -133 -3%
Citigroup
38
Citigroup
New York
$582K -$11.9K -91 -2%
EFMC
39
Empire Financial Management Company
New York
$573K -$15.7K -120 -3%
TFS
40
Targeted Financial Services
Florida
$556K +$110K +839 +24%
BAM
41
Bellevue Asset Management
Washington
$549K +$525 +4 +0.1%
BIAS
42
Beacon Investment Advisory Services
New Jersey
$507K -$23.6K -180 -4%
Susquehanna International Group
43
Susquehanna International Group
Pennsylvania
$489K +$493K +3,757 New
AFG
44
Allegheny Financial Group
Pennsylvania
$479K +$32.7K +249 +7%
Fidelity Investments
45
Fidelity Investments
Massachusetts
$468K -$4.07K -31 -0.9%
Ameriprise
46
Ameriprise
Minnesota
$467K +$180K +1,371 +62%
Cetera Investment Advisers
47
Cetera Investment Advisers
Illinois
$462K +$18.8K +143 +4%
FM
48
Foster & Motley
Ohio
$461K -$262 -2 -0.1%
HighTower Advisors
49
HighTower Advisors
Illinois
$444K -$47.4K -361 -10%
AFG
50
Albion Financial Group
Utah
$417K