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JPMorgan Diversified Return US Equity ETF
JPUS

Overview Fund Activity

79 hedge funds and large institutions have $337M invested in JPMorgan Diversified Return US Equity ETF in 2024 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 24 increasing their positions, 33 reducing their positions, and 5 closing their positions.

Holders
79
Holders Change
+4
Holders Change %
+5.33%
% of All Funds
1.15%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
9
Increased
24
Reduced
33
Closed
5
Calls
$448K
Puts
–
Net Calls
+$448K
Net Calls Change
-$35K

Top Buyers

1
Jane Street
1
Jane Street
New York
$1.95M
2
GM
2
GeoWealth Management
Illinois
$1.28M
3
AQR Capital Management
3
AQR Capital Management
Connecticut
$725K
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$763K
5
IFA
5
Interactive Financial Advisors
Illinois
$661K

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$26.5M
2
Morgan Stanley
2
Morgan Stanley
New York
$5.33M
3
Goldman Sachs
3
Goldman Sachs
New York
$273K
4
DJSG
4
D.J. St. Germain
Massachusetts
$56.5M
5
UBS Group
5
UBS Group
Switzerland
$34.8M
Name Market Value Shares Shares
Change 		Shares
Change %
GM
26
GeoWealth Management
Illinois
$1.28M 11,418 +11,203 +5,211%
LA
27
LexAurum Advisors
Kansas
$1.16M 10,353 -70 -0.7%
IWN
28
Independent Wealth Network
Iowa
$1.14M 10,154 +59 +0.6%
CPA
29
Clear Point Advisors
New York
$1.12M 10,017 -1,184 -11%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$763K 6,807 +5,539 +437%
SAM
31
SignalPoint Asset Management
Missouri
$745K 6,655 -50 -0.7%
SC
32
Schiavi & Co
Delaware
$736K 6,567 – –
PAG
33
Private Advisor Group
New Jersey
$732K 6,533 +616 +10%
AQR Capital Management
34
AQR Capital Management
Connecticut
$725K 6,475 +6,475 New
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$670K 5,986 +75 +1%
IFA
36
Interactive Financial Advisors
Illinois
$661K 5,904 +4,783 +427%
BAM
37
Bellevue Asset Management
Washington
$614K 5,484 -3,828 -41%
OCM
38
One Capital Management
California
$542K 4,838 -178 -4%
CW
39
CreativeOne Wealth
Kansas
$536K 4,782 -1,398 -23%
Citigroup
40
Citigroup
New York
$532K 4,750 +15 +0.3%
HighTower Advisors
41
HighTower Advisors
Illinois
$525K 4,691 +4,691 New
FM
42
Foster & Motley
Ohio
$489K 4,367 -54 -1%
BIAS
43
Beacon Investment Advisory Services
New Jersey
$457K 4,077 -775 -16%
NL
44
NWAM LLC
Washington
$423K 3,865 – –
Wolverine Trading
45
Wolverine Trading
Illinois
$420K 3,748 +768 +26%
IF
46
Intrua Financial
Texas
$412K 3,680 – –
Ameriprise
47
Ameriprise
Minnesota
$383K 3,420 +205 +6%
RJA
48
Raymond James & Associates
Florida
$377K 3,364 +65 +2%
PG
49
Patten Group
Tennessee
$375K 3,344 -11,509 -77%
Cetera Investment Advisers
50
Cetera Investment Advisers
Illinois
$364K 3,250 +3,250 New
1
2
3 4