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JPMorgan Diversified Return US Equity ETF
JPUS

Overview Fund Activity

70 hedge funds and large institutions have $335M invested in JPMorgan Diversified Return US Equity ETF in 2023 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 21 increasing their positions, 30 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
70
Holders Change
-4
Holders Change %
-5.41%
% of All Funds
1.12%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
6
Increased
21
Reduced
30
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$19.5M
2
Citadel Advisors
Citadel Advisors
Florida
+$1.43M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$1.08M
4
Goldman Sachs
Goldman Sachs
New York
+$992K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$559K

Top Sellers

1
SIA
SkyView Investment Advisors
New Jersey
-$4.63M
2
DJSG
D.J. St. Germain
Massachusetts
-$3.93M
3
EFMC
Empire Financial Management Company
New York
-$1.44M
4
MWM
Modera Wealth Management
New Jersey
-$1.14M
5
Jane Street
Jane Street
New York
-$932K
Name Holding Trade Value Shares
Change 		Shares
Change %
Wells Fargo
26
Wells Fargo
California
$1.08M -$43.5K -463 -4%
IWN
27
Independent Wealth Network
Iowa
$1.08M -$64.6K -688 -6%
LA
28
LexAurum Advisors
Kansas
$985K -$63.3K -674 -6%
Susquehanna International Group
29
Susquehanna International Group
Pennsylvania
$969K +$559K +5,950 +136%
CW
30
CreativeOne Wealth
Kansas
$855K -$746K -7,944 -47%
SAM
31
SignalPoint Asset Management
Missouri
$650K – – –
AC
32
Avant Capital
Louisiana
$602K -$59.4K -632 -9%
IFA
33
Interactive Financial Advisors
Illinois
$579K -$34.9K -372 -6%
PAG
34
Private Advisor Group
New Jersey
$531K +$94 +1 +0%
Cetera Investment Advisers
35
Cetera Investment Advisers
Illinois
$500K -$334K -3,551 -40%
Jane Street
36
Jane Street
New York
$472K -$932K -9,920 -66%
OCM
37
One Capital Management
California
$471K – – –
BIAS
38
Beacon Investment Advisory Services
New Jersey
$456K – – –
Citigroup
39
Citigroup
New York
$452K -$56.7K -604 -11%
Envestnet Asset Management
40
Envestnet Asset Management
Illinois
$443K +$43.3K +461 +11%
FM
41
Foster & Motley
Ohio
$437K +$4.98K +53 +1%
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$432K -$674K -7,164 -61%
NL
43
NWAM LLC
Washington
$416K +$52.5K +559 +14%
CCFM
44
Clear Creek Financial Management
Washington
$403K -$3.76K -40 -0.9%
IF
45
Intrua Financial
Texas
$393K – – –
RJA
46
Raymond James & Associates
Florida
$313K -$87.9K -936 -22%
EH
47
Equitable Holdings
New York
$311K +$58K +617 +23%
Ameriprise
48
Ameriprise
Minnesota
$298K +$93.8K +999 +46%
KAS
49
Kestra Advisory Services
Texas
$295K +$1.32K +14 +0.4%
AA
50
Ancora Advisors
Ohio
$282K – – –
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