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JPMorgan Diversified Return US Equity ETF

82 hedge funds and large institutions have $241M invested in JPMorgan Diversified Return US Equity ETF in 2025 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 30 increasing their positions, 30 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
82
Holders Change
-1
Holders Change %
-1.2%
% of All Funds
1.1%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
6
Increased
30
Reduced
30
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
EFMC
26
Empire Financial Management Company
New York
$1.19M -$105K -885 -8%
LA
27
LexAurum Advisors
Kansas
$1.1M -$50.7K -429 -4%
PAG
28
Private Advisor Group
New Jersey
$1.04M +$397K +3,362 +62%
CPA
29
Clear Point Advisors
New York
$999K -$18.8K -159 -2%
Goldman Sachs
30
Goldman Sachs
New York
$902K +$2.48K +21 +0.3%
AC
31
Avant Capital
Louisiana
$900K +$47.5K +402 +6%
NA
32
NewEdge Advisors
Louisiana
$811K -$14.9K -126 -2%
SC
33
Schiavi & Co
Delaware
$776K
Susquehanna International Group
34
Susquehanna International Group
Pennsylvania
$774K +$57K +482 +8%
IFA
35
Interactive Financial Advisors
Illinois
$628K -$30.7K -260 -5%
PG
36
Patten Group
Tennessee
$577K +$132K +1,114 +30%
KFG
37
Kelly Financial Group
Connecticut
$575K +$87K +736 +18%
EWA
38
Etesian Wealth Advisors
Oregon
$555K -$12.9K -109 -2%
BAM
39
Bellevue Asset Management
Washington
$537K -$11.9K -101 -2%
Fidelity Investments
40
Fidelity Investments
Massachusetts
$536K -$25.5K -216 -5%
Citigroup
41
Citigroup
New York
$536K +$12.6K +107 +2%
BIAS
42
Beacon Investment Advisory Services
New Jersey
$482K
NL
43
NWAM LLC
Washington
$436K -$25.9K -217 -6%
FM
44
Foster & Motley
Ohio
$425K -$6.51K -55 -2%
HighTower Advisors
45
HighTower Advisors
Illinois
$418K -$3.55K -30 -0.8%
WIA
46
Wealthedge Investment Advisors
New York
$406K -$217K -1,832 -35%
QCM
47
Quantinno Capital Management
New York
$382K -$40.4K -342 -10%
CW
48
CreativeOne Wealth
Kansas
$379K -$50.2K -425 -12%
AFG
49
Albion Financial Group
Utah
$378K
Cetera Investment Advisers
50
Cetera Investment Advisers
Illinois
$342K -$8.86K -75 -3%