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JPMorgan Diversified Return US Equity ETF
JPUS

Overview Fund Activity

74 hedge funds and large institutions have $538M invested in JPMorgan Diversified Return US Equity ETF in 2021 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 21 increasing their positions, 26 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
74
Holders Change
+4
Holders Change %
+5.71%
% of All Funds
1.14%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.12%
New
14
Increased
21
Reduced
26
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CW
CreativeOne Wealth
Kansas
$17.2M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$5.4M
3
Citadel Advisors
Citadel Advisors
Florida
$2.38M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$2.79M
5
LPL Financial
LPL Financial
California
$15.5M

Top Sellers

1
DJSG
D.J. St. Germain
Massachusetts
$69M
2
Goldman Sachs
Goldman Sachs
New York
$0
3
RJFSA
Raymond James Financial Services Advisors
Florida
$1.95M
4
Morgan Stanley
Morgan Stanley
New York
$22.7M
5
UBS Group
UBS Group
Switzerland
$38.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
FWM
26
Frontier Wealth Management
Missouri
$1.55M -$173K -1,629 -10%
IWN
27
Independent Wealth Network
Iowa
$1.45M +$12.1K +114 +0.8%
FPCP
28
Fort Point Capital Partners
California
$1.43M +$82.4K +777 +6%
Osaic Holdings
29
Osaic Holdings
Arizona
$1.38M -$40.4K -381 -3%
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
$1M -$234K -2,208 -19%
BIAS
31
Beacon Investment Advisory Services
New Jersey
$921K – – –
CA
32
Cetera Advisors
Colorado
$826K -$738K -6,962 -47%
SAM
33
SignalPoint Asset Management
Missouri
$733K -$15.9K -150 -2%
UCFA
34
United Capital Financial Advisors
Texas
$705K -$99.6K -939 -12%
TAM
35
Trillium Asset Management
Massachusetts
$678K +$678K +6,395 New
MWA
36
Motive Wealth Advisors
Michigan
$663K +$663K +6,248 New
AC
37
Avant Capital
Louisiana
$605K +$605K +5,704 New
AA
38
Ancora Advisors
Ohio
$549K – – –
RJA
39
Raymond James & Associates
Florida
$515K -$127K -1,200 -20%
FTUS
40
Flow Traders U.S.
New York
$481K +$481K +4,534 New
TRCT
41
Tower Research Capital (TRC)
New York
$451K -$55.3K -521 -11%
WI
42
WBI Investments
New Jersey
$426K -$64.4K -619 -13%
Citigroup
43
Citigroup
New York
$414K -$3.71K -35 -0.9%
HighTower Advisors
44
HighTower Advisors
Illinois
$380K -$35.1K -331 -8%
Stifel Financial
45
Stifel Financial
Missouri
$354K – – –
PAG
46
Private Advisor Group
New Jersey
$342K – – –
NSAM
47
North Star Asset Management
Wisconsin
$341K – – –
KAS
48
Kestra Advisory Services
Texas
$337K -$14.2K -134 -4%
Ameriprise
49
Ameriprise
Minnesota
$336K +$20K +189 +6%
Carson Wealth (CWM LLC)
50
Carson Wealth (CWM LLC)
Nebraska
$317K +$317K +2,987 New
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