JPUS icon

JPMorgan Diversified Return US Equity ETF
JPUS

Overview Fund Activity

76 hedge funds and large institutions have $301M invested in JPMorgan Diversified Return US Equity ETF in 2024 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 20 increasing their positions, 39 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
76
Holders Change
-3
Holders Change %
-3.8%
% of All Funds
1.11%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
2
Increased
20
Reduced
39
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$1.26M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$6.21M
3
Citadel Advisors
3
Citadel Advisors
Florida
$703K
4
Wells Fargo
4
Wells Fargo
California
$1.85M
5
AWM
5
Apollon Wealth Management
South Carolina
$3.97M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$14.9M
2
DJSG
2
D.J. St. Germain
Massachusetts
$52.4M
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$19M
4
GM
4
GeoWealth Management
Illinois
$18.8K
5
MWM
5
Modera Wealth Management
New Jersey
$35.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
LA
26
LexAurum Advisors
Kansas
$1.13M -$2.62K -24 -0.2%
IWN
27
Independent Wealth Network
Iowa
$1.1M -$10.6K -97 -1%
Susquehanna International Group
28
Susquehanna International Group
Pennsylvania
$1.07M -$587K -5,375 -36%
CPA
29
Clear Point Advisors
New York
$1.04M -$49.9K -457 -5%
SC
30
Schiavi & Co
Delaware
$717K – – –
SAM
31
SignalPoint Asset Management
Missouri
$708K -$19.1K -175 -3%
Citadel Advisors
32
Citadel Advisors
Florida
$703K +$479K +4,384 +213%
AQR Capital Management
33
AQR Capital Management
Connecticut
$664K -$42.9K -393 -6%
Envestnet Asset Management
34
Envestnet Asset Management
Illinois
$645K -$8.08K -74 -1%
PAG
35
Private Advisor Group
New Jersey
$638K -$75.6K -692 -11%
IFA
36
Interactive Financial Advisors
Illinois
$630K -$14.5K -133 -2%
BAM
37
Bellevue Asset Management
Washington
$602K +$3.5K +32 +0.6%
OCM
38
One Capital Management
California
$522K -$6.01K -55 -1%
Citigroup
39
Citigroup
New York
$501K -$17.3K -158 -3%
Fidelity Investments
40
Fidelity Investments
Massachusetts
$487K +$203K +1,857 +71%
FM
41
Foster & Motley
Ohio
$484K +$7.31K +67 +2%
CW
42
CreativeOne Wealth
Kansas
$452K -$70K -641 -13%
HighTower Advisors
43
HighTower Advisors
Illinois
$450K -$61.6K -565 -12%
BIAS
44
Beacon Investment Advisory Services
New Jersey
$445K – – –
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
$429K -$315K -2,881 -42%
IF
46
Intrua Financial
Texas
$402K – – –
Ameriprise
47
Ameriprise
Minnesota
$371K -$2.07K -19 -0.6%
PG
48
Patten Group
Tennessee
$368K +$3.28K +30 +0.9%
RJA
49
Raymond James & Associates
Florida
$368K +$655 +6 +0.2%
Cetera Investment Advisers
50
Cetera Investment Advisers
Illinois
$350K -$5.02K -46 -1%
1
2
3 4