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JPMorgan Diversified Return US Equity ETF
JPUS

Overview Fund Activity

71 hedge funds and large institutions have $313M invested in JPMorgan Diversified Return US Equity ETF in 2022 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 26 increasing their positions, 25 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
71
Holders Change
-1
Holders Change %
-1.39%
% of All Funds
1.15%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
11
Increased
26
Reduced
25
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWM
1
Apollon Wealth Management
South Carolina
$5.46M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$4.08M
3
Bank of America
3
Bank of America
North Carolina
$44.5M
4
QA
4
Quantitative Advantage
Minnesota
$18.2M
5
IA
5
Integrity Advisory
Kansas
$2.24M

Top Sellers

1
MWM
1
Modera Wealth Management
New Jersey
$38.8M
2
OCM
2
One Capital Management
California
$5.56M
3
Jane Street
3
Jane Street
New York
$0
4
Citadel Advisors
4
Citadel Advisors
Florida
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$18.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Osaic Holdings
26
Osaic Holdings
Arizona
$1.17M -$224K -2,358 -16%
CAPTRUST Financial Advisors
27
CAPTRUST Financial Advisors
North Carolina
$1.14M -$6.73K -71 -0.6%
IWN
28
Independent Wealth Network
Iowa
$1.13M -$44.8K -473 -4%
PG
29
Patten Group
Tennessee
$1.04M +$415K +4,381 +67%
Susquehanna International Group
30
Susquehanna International Group
Pennsylvania
$946K +$556K +5,866 +143%
Cetera Investment Advisers
31
Cetera Investment Advisers
Illinois
$685K +$150K +1,587 +28%
SAM
32
SignalPoint Asset Management
Missouri
$657K +$1.9K +20 +0.3%
CA
33
Cetera Advisors
Colorado
$636K +$284 +3 +0%
IFA
34
Interactive Financial Advisors
Illinois
$626K +$27.9K +294 +5%
AC
35
Avant Capital
Louisiana
$612K -$19.4K -205 -3%
RJA
36
Raymond James & Associates
Florida
$595K -$9.76K -103 -2%
BIAS
37
Beacon Investment Advisory Services
New Jersey
$588K -$175K -1,850 -23%
CCFM
38
Clear Creek Financial Management
Washington
$442K +$442K +4,666 New
Envestnet Asset Management
39
Envestnet Asset Management
Illinois
$431K -$5.88K -62 -1%
FM
40
Foster & Motley
Ohio
$417K +$119K +1,253 +40%
NL
41
NWAM LLC
Washington
$366K – – –
AAS
42
Ameritas Advisory Services
Nebraska
$355K +$105K +1,111 +42%
AA
43
Ancora Advisors
Ohio
$328K -$86.5K -913 -21%
RF
44
RHS Financial
California
$321K +$321K +3,385 New
Citigroup
45
Citigroup
New York
$311K -$8.81K -93 -3%
NSAM
46
North Star Asset Management
Wisconsin
$305K – – –
KAS
47
Kestra Advisory Services
Texas
$304K -$2.75K -29 -0.9%
CA
48
Continuum Advisory
Idaho
$266K +$379 +4 +0.1%
KCM
49
Kathmere Capital Management
Pennsylvania
$265K – – –
Stifel Financial
50
Stifel Financial
Missouri
$246K -$76.2K -804 -24%
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