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JPUS

JPMorgan Diversified Return US Equity ETF

86 hedge funds and large institutions have $278M invested in JPMorgan Diversified Return US Equity ETF in 2025 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 27 increasing their positions, 30 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

38% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 8

10% more capital invested

Capital invested by funds: $252M → $278M (+$25.5M)

6.79% more ownership

Funds ownership: 64.64%71.43% (+6.8%)

2% more funds holding

Funds holding: 8486 (+2)

10% less repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 30

Holders
86
Holders Change
+2
Holders Change %
+2.38%
% of All Funds
1.05%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.02%
New
11
Increased
27
Reduced
30
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PA
26
Planning Alternatives
Michigan
$1.5M -$361K -2,923 -19%
PAG
27
Private Advisor Group
New Jersey
$1.45M +$17.3K +140 +1%
FFA
28
Farther Finance Advisors
California
$1.44M +$59.5K +482 +4%
NA
29
NewEdge Advisors
Louisiana
$1.34M +$570K +4,615 +74%
RF
30
RHS Financial
California
$1.34M +$20.8K +168 +2%
Two Sigma Investments
31
Two Sigma Investments
New York
$880K +$877K +7,100 New
AC
32
Avant Capital
Louisiana
$852K -$48.4K -392 -5%
EWM
33
Elevation Wealth Management
Minnesota
$825K +$823K +6,658 New
WETS
34
Wealth Enhancement Trust Services
South Dakota
$770K +$767K +6,209 New
Jane Street
35
Jane Street
New York
$618K -$1.14M -9,217 -65%
PG
36
Patten Group
Tennessee
$603K -$81.8K -662 -12%
KFG
37
Kelly Financial Group
Connecticut
$599K -$865 -7 -0.1%
Citigroup
38
Citigroup
New York
$566K -$9.39K -76 -2%
EFMC
39
Empire Financial Management Company
New York
$560K -$756K -6,118 -58%
BAM
40
Bellevue Asset Management
Washington
$523K -$37.8K -306 -7%
BIAS
41
Beacon Investment Advisory Services
New Jersey
$505K
CPA
42
Clear Point Advisors
New York
$501K -$505K -4,090 -50%
HighTower Advisors
43
HighTower Advisors
Illinois
$467K +$3.21K +26 +0.7%
Fidelity Investments
44
Fidelity Investments
Massachusetts
$449K -$96.7K -783 -18%
FM
45
Foster & Motley
Ohio
$439K -$4.08K -33 -0.9%
TFS
46
Targeted Financial Services
Florida
$425K +$424K +3,430 New
AFG
47
Allegheny Financial Group
Pennsylvania
$425K +$423K +3,426 New
Cetera Investment Advisers
48
Cetera Investment Advisers
Illinois
$422K +$15.6K +126 +4%
WIA
49
Wealthedge Investment Advisors
New York
$403K -$23.8K -193 -6%
EWA
50
Etesian Wealth Advisors
Oregon
$403K -$88.8K -719 -18%

JPUS Hedge Fund Activity: Q4 2025 in Review

86 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Diversified Return US Equity ETF (JPUS) for Q4 2025, worth a combined $278M — up 10% from $252M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new JPUS positions and 8 closed out — a net gain of 3 holders — while 27 added to existing stakes and 30 trimmed.

The largest buyer was HighPoint Advisor Group, opening a new position worth an estimated $19.1M. The largest seller was Apollon Wealth Management, cutting an estimated $1.5M.

  • 86 institutional investors held JPMorgan Diversified Return US Equity ETF (JPUS) as of Q4 2025, up from 84 in Q3 2025.
  • Funds reported $278M of JPMorgan Diversified Return US Equity ETF stock for Q4 2025, up 10% quarter-over-quarter.
  • 11 funds opened new JPMorgan Diversified Return US Equity ETF positions in Q4 2025 and 8 closed out, a net change of +3 holders.
  • The largest JPMorgan Diversified Return US Equity ETF buyer in Q4 2025 was HighPoint Advisor Group, an estimated $19.1M added.
  • The largest JPMorgan Diversified Return US Equity ETF seller in Q4 2025 was Apollon Wealth Management, an estimated $1.5M sold.

Based on aggregated 13F filings for Q4 2025.