JPUS icon

JPMorgan Diversified Return US Equity ETF

77 hedge funds and large institutions have $321M invested in JPMorgan Diversified Return US Equity ETF in 2024 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 23 increasing their positions, 31 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
77
Holders Change
+1
Holders Change %
+1.32%
% 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
5
Increased
23
Reduced
31
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CPA
26
Clear Point Advisors
New York
$1.13M -$12.4K -104 -1%
EWA
27
Etesian Wealth Advisors
Oregon
$1.03M -$929K -7,763 -47%
Jones Financial Companies
28
Jones Financial Companies
Missouri
$1M +$887K +7,433 +769%
AQR Capital Management
29
AQR Capital Management
Connecticut
$993K +$265K +2,217 +36%
Osaic Holdings
30
Osaic Holdings
Arizona
$980K -$435K -3,632 -31%
SC
31
Schiavi & Co
Delaware
$786K
SAM
32
SignalPoint Asset Management
Missouri
$774K
PAG
33
Private Advisor Group
New Jersey
$699K +$120 +1 +0%
IFA
34
Interactive Financial Advisors
Illinois
$690K -$718 -6 -0.1%
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$686K -$21.3K -178 -3%
Jane Street
36
Jane Street
New York
$679K -$1.11M -9,301 -62%
BAM
37
Bellevue Asset Management
Washington
$670K +$10.1K +84 +2%
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$605K +$135K +1,129 +29%
OCM
39
One Capital Management
California
$565K -$7.06K -59 -1%
Citigroup
40
Citigroup
New York
$552K +$2.27K +19 +0.4%
CW
41
CreativeOne Wealth
Kansas
$547K +$51.7K +432 +10%
Fidelity Investments
42
Fidelity Investments
Massachusetts
$502K -$31.8K -266 -6%
FM
43
Foster & Motley
Ohio
$495K -$35.7K -298 -7%
BIAS
44
Beacon Investment Advisory Services
New Jersey
$488K
RJA
45
Raymond James & Associates
Florida
$464K +$60.4K +505 +15%
NL
46
NWAM LLC
Washington
$463K +$463K +3,865 New
HighTower Advisors
47
HighTower Advisors
Illinois
$413K -$80.8K -675 -16%
Ameriprise
48
Ameriprise
Minnesota
$397K -$10.1K -84 -2%
AFG
49
Albion Financial Group
Utah
$383K
PG
50
Patten Group
Tennessee
$381K -$22.7K -190 -6%