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JPMorgan Diversified Return US Equity ETF
JPUS

Overview Fund Activity

75 hedge funds and large institutions have $352M invested in JPMorgan Diversified Return US Equity ETF in 2023 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 13 increasing their positions, 46 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
75
Holders Change
+5
Holders Change %
+7.14%
% of All Funds
1.1%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
9
Increased
13
Reduced
46
Closed
3
Calls
$483K
Puts
–
Net Calls
+$483K
Net Calls Change
+$483K

Top Buyers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$2.12M
2
Goldman Sachs
2
Goldman Sachs
New York
$3.04M
3
SC
3
Schiavi & Co
Delaware
$675K
4
PA
4
Planning Alternatives
Michigan
$53.3M
5
FTUS
5
Flow Traders U.S.
New York
$453K

Top Sellers

1
BAM
1
Bellevue Asset Management
Washington
$957K
2
DJSG
2
D.J. St. Germain
Massachusetts
$54.4M
3
IFA
3
Interactive Financial Advisors
Illinois
$533K
4
Morgan Stanley
4
Morgan Stanley
New York
$16.8M
5
LPL Financial
5
LPL Financial
California
$2.33M
Name Holding Trade Value Shares
Change 		Shares
Change %
CPA
26
Clear Point Advisors
New York
$1.15M +$1.15M +11,201 New
Wells Fargo
27
Wells Fargo
California
$1.08M -$110K -1,073 -9%
LA
28
LexAurum Advisors
Kansas
$1.07M -$6.16K -60 -0.6%
IWN
29
Independent Wealth Network
Iowa
$1.04M -$142K -1,383 -12%
BAM
30
Bellevue Asset Management
Washington
$957K -$4.62M -44,969 -83%
SAM
31
SignalPoint Asset Management
Missouri
$688K -$22.6K -220 -3%
SC
32
Schiavi & Co
Delaware
$675K +$675K +6,567 New
CW
33
CreativeOne Wealth
Kansas
$635K -$300K -2,921 -32%
PAG
34
Private Advisor Group
New Jersey
$608K +$27.1K +264 +5%
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$607K +$122K +1,190 +25%
IFA
36
Interactive Financial Advisors
Illinois
$533K -$2.4M -5,048 -82%
OCM
37
One Capital Management
California
$515K – – –
BIAS
38
Beacon Investment Advisory Services
New Jersey
$498K – – –
Citigroup
39
Citigroup
New York
$486K -$7.7K -75 -2%
Jane Street
40
Jane Street
New York
$480K -$36.4K -354 -7%
FM
41
Foster & Motley
Ohio
$454K -$23.9K -233 -5%
FTUS
42
Flow Traders U.S.
New York
$453K +$453K +4,412 New
PS
43
Principal Securities
Iowa
$427K +$427K +4,159 New
Citadel Advisors
44
Citadel Advisors
Florida
$403K -$1.16M -11,311 -74%
NL
45
NWAM LLC
Washington
$397K -$57.5K -560 -13%
IF
46
Intrua Financial
Texas
$378K -$51.4K -500 -12%
EH
47
Equitable Holdings
New York
$343K +$2.36K +23 +0.7%
RJA
48
Raymond James & Associates
Florida
$339K -$3.8K -37 -1%
Ameriprise
49
Ameriprise
Minnesota
$330K +$4.32K +42 +1%
KAS
50
Kestra Advisory Services
Texas
$314K -$9.04K -88 -3%
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