We are live on ! Find out more
JPUS

JPMorgan Diversified Return US Equity ETF

83 hedge funds and large institutions have $243M invested in JPMorgan Diversified Return US Equity ETF in 2025 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 31 increasing their positions, 29 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 29

1% less funds holding

Funds holding: 8483 (-1)

4.4% less ownership

Funds ownership: 70%65.6% (-4.4%)

14% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 7

15% less capital invested

Capital invested by funds: $285M → $243M (-$42.1M)

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
83
Holders Change
-1
Holders Change %
-1.19%
% of All Funds
1.09%
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
31
Reduced
29
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RF
26
RHS Financial
California
$1.29M +$4.78K +42 +0.4%
EFMC
27
Empire Financial Management Company
New York
$1.19M -$101K -885 -8%
LA
28
LexAurum Advisors
Kansas
$1.1M -$48.9K -429 -4%
PAG
29
Private Advisor Group
New Jersey
$1.04M +$383K +3,362 +62%
CPA
30
Clear Point Advisors
New York
$999K -$18.1K -159 -2%
Goldman Sachs
31
Goldman Sachs
New York
$902K +$2.39K +21 +0.3%
AC
32
Avant Capital
Louisiana
$900K +$45.8K +402 +6%
NA
33
NewEdge Advisors
Louisiana
$811K -$14.3K -126 -2%
SC
34
Schiavi & Co
Delaware
$776K
Susquehanna International Group
35
Susquehanna International Group
Pennsylvania
$774K +$54.9K +482 +8%
IFA
36
Interactive Financial Advisors
Illinois
$628K -$29.6K -260 -5%
PG
37
Patten Group
Tennessee
$577K +$127K +1,114 +30%
KFG
38
Kelly Financial Group
Connecticut
$575K +$83.8K +736 +18%
EWA
39
Etesian Wealth Advisors
Oregon
$555K -$12.4K -109 -2%
BAM
40
Bellevue Asset Management
Washington
$537K -$11.5K -101 -2%
Fidelity Investments
41
Fidelity Investments
Massachusetts
$536K -$24.6K -216 -5%
Citigroup
42
Citigroup
New York
$536K +$12.2K +107 +2%
BIAS
43
Beacon Investment Advisory Services
New Jersey
$482K
NL
44
NWAM LLC
Washington
$432K -$24.7K -217 -6%
FM
45
Foster & Motley
Ohio
$425K -$6.26K -55 -2%
HighTower Advisors
46
HighTower Advisors
Illinois
$418K -$3.42K -30 -0.8%
WIA
47
Wealthedge Investment Advisors
New York
$406K -$209K -1,832 -35%
QCM
48
Quantinno Capital Management
New York
$382K -$38.9K -342 -10%
CW
49
CreativeOne Wealth
Kansas
$379K -$48.4K -425 -12%
AFG
50
Albion Financial Group
Utah
$378K

JPUS Hedge Fund Activity: Q2 2025 in Review

83 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Diversified Return US Equity ETF (JPUS) for Q2 2025, worth a combined $243M — down 15% from $285M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of JPUS and 6 opened new positions — a net loss of 1 holder — while 29 trimmed existing stakes and 31 added.

The largest buyer was LPL Financial, adding an estimated $2.6M. The largest seller was Planning Alternatives, cutting an estimated $24.4M.

  • 83 institutional investors held JPMorgan Diversified Return US Equity ETF (JPUS) as of Q2 2025, down from 84 in Q1 2025.
  • Funds reported $243M of JPMorgan Diversified Return US Equity ETF stock for Q2 2025, down 15% quarter-over-quarter.
  • 6 funds opened new JPMorgan Diversified Return US Equity ETF positions in Q2 2025 and 7 closed out, a net change of -1 holder.
  • The largest JPMorgan Diversified Return US Equity ETF buyer in Q2 2025 was LPL Financial, an estimated $2.6M added.
  • The largest JPMorgan Diversified Return US Equity ETF seller in Q2 2025 was Planning Alternatives, an estimated $24.4M sold.

Based on aggregated 13F filings for Q2 2025.