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JPMorgan Diversified Return US Equity ETF
JPUS

Overview Fund Activity

83 hedge funds and large institutions have $285M invested in JPMorgan Diversified Return US Equity ETF in 2025 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 28 increasing their positions, 32 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
83
Holders Change
-2
Holders Change %
-2.35%
% of All Funds
1.13%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
5
Increased
28
Reduced
32
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$3.04M
2
Citadel Advisors
Citadel Advisors
Florida
+$2.62M
3
LPL Financial
LPL Financial
California
+$1.39M
4
Osaic Holdings
Osaic Holdings
Arizona
+$879K
5
Jane Street
Jane Street
New York
+$841K

Top Sellers

1
PA
Planning Alternatives
Michigan
-$33.4M
2
CIA
Concurrent Investment Advisors
Florida
-$2.51M
3
Raymond James Financial
Raymond James Financial
Florida
-$2.37M
4
MWM
Modera Wealth Management
New Jersey
-$1.25M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.03M
Name Holding Trade Value Shares
Change 		Shares
Change %
RF
26
RHS Financial
California
$1.25M -$184K -1,593 -13%
AQR Capital Management
27
AQR Capital Management
Connecticut
$1.19M – – –
LA
28
LexAurum Advisors
Kansas
$1.12M -$1.84K -16 -0.2%
CPA
29
Clear Point Advisors
New York
$986K -$59.2K -517 -6%
Goldman Sachs
30
Goldman Sachs
New York
$877K -$450K -3,902 -34%
AC
31
Avant Capital
Louisiana
$831K +$57.6K +500 +7%
FFA
32
Farther Finance Advisors
California
$807K +$755K +6,545 +1,442%
NA
33
NewEdge Advisors
Louisiana
$805K -$209K -1,817 -21%
SC
34
Schiavi & Co
Delaware
$757K – – –
Susquehanna International Group
35
Susquehanna International Group
Pennsylvania
$699K -$1.03M -8,933 -60%
Envestnet Asset Management
36
Envestnet Asset Management
Illinois
$645K -$21.7K -188 -3%
IFA
37
Interactive Financial Advisors
Illinois
$642K +$115 +1 +0%
PAG
38
Private Advisor Group
New Jersey
$623K -$19.5K -169 -3%
WIA
39
Wealthedge Investment Advisors
New York
$607K -$386K -3,350 -39%
EWA
40
Etesian Wealth Advisors
Oregon
$553K -$39.3K -341 -7%
Fidelity Investments
41
Fidelity Investments
Massachusetts
$547K -$21.4K -186 -4%
BAM
42
Bellevue Asset Management
Washington
$535K -$92.1K -799 -15%
OCM
43
One Capital Management
California
$522K – – –
Citigroup
44
Citigroup
New York
$510K -$41.6K -361 -8%
KFG
45
Kelly Financial Group
Connecticut
$475K +$242K +2,102 +104%
BIAS
46
Beacon Investment Advisory Services
New Jersey
$470K – – –
NL
47
NWAM LLC
Washington
$445K – – –
PG
48
Patten Group
Tennessee
$434K – – –
FM
49
Foster & Motley
Ohio
$420K -$48.7K -423 -10%
CW
50
CreativeOne Wealth
Kansas
$419K +$22.1K +192 +6%
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