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JPMorgan Diversified Return US Equity ETF
JPUS

Overview Fund Activity

85 hedge funds and large institutions have $314M invested in JPMorgan Diversified Return US Equity ETF in 2024 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 22 increasing their positions, 31 reducing their positions, and 3 closing their positions.

Holders
85
Holders Change
+8
Holders Change %
+10.39%
% of All Funds
1.13%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
13
Increased
22
Reduced
31
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$30M
2
CIA
2
Concurrent Investment Advisors
Florida
$2.51M
3
VT
3
Vise Technologies
New York
$1.65M
4
PA
4
Planning Alternatives
Michigan
$60M
5
Jones Financial Companies
5
Jones Financial Companies
Missouri
$1.88M

Top Sellers

1
DJSG
1
D.J. St. Germain
Massachusetts
$50.7M
2
MWM
2
Modera Wealth Management
New Jersey
$35.1M
3
CAPTRUST Financial Advisors
3
CAPTRUST Financial Advisors
North Carolina
$23.4M
4
LPL Financial
4
LPL Financial
California
$2.56M
5
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$17.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
Goldman Sachs
26
Goldman Sachs
New York
$1.31M – – –
EFMC
27
Empire Financial Management Company
New York
$1.3M -$29.6K -259 -2%
AQR Capital Management
28
AQR Capital Management
Connecticut
$1.18M +$229K +2,008 +24%
LA
29
LexAurum Advisors
Kansas
$1.11M -$4.11K -36 -0.4%
CPA
30
Clear Point Advisors
New York
$1.04M -$37.2K -326 -3%
NA
31
NewEdge Advisors
Louisiana
$1M +$758K +6,644 +308%
WIA
32
Wealthedge Investment Advisors
New York
$983K +$983K +8,616 New
Osaic Holdings
33
Osaic Holdings
Arizona
$934K -$457 -4 -0%
AC
34
Avant Capital
Louisiana
$766K +$766K +6,710 New
SC
35
Schiavi & Co
Delaware
$749K – – –
SAM
36
SignalPoint Asset Management
Missouri
$729K -$10.3K -90 -1%
Envestnet Asset Management
37
Envestnet Asset Management
Illinois
$660K +$6.05K +53 +0.9%
PAG
38
Private Advisor Group
New Jersey
$637K -$30K -263 -5%
IFA
39
Interactive Financial Advisors
Illinois
$636K -$21.8K -191 -3%
BAM
40
Bellevue Asset Management
Washington
$621K -$18.3K -160 -3%
EWA
41
Etesian Wealth Advisors
Oregon
$587K -$396K -3,474 -40%
Jane Street
42
Jane Street
New York
$569K -$79K -692 -12%
Fidelity Investments
43
Fidelity Investments
Massachusetts
$563K +$84.6K +741 +18%
Citigroup
44
Citigroup
New York
$546K +$20.3K +178 +4%
OCM
45
One Capital Management
California
$517K -$22.4K -196 -4%
BIAS
46
Beacon Investment Advisory Services
New Jersey
$465K – – –
FM
47
Foster & Motley
Ohio
$465K -$7.42K -65 -2%
NL
48
NWAM LLC
Washington
$441K – – –
PG
49
Patten Group
Tennessee
$430K +$66.2K +580 +18%
HighTower Advisors
50
HighTower Advisors
Illinois
$405K +$11.1K +97 +3%
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