JPUS

JPMorgan Diversified Return US Equity ETF

91 hedge funds and large institutions have $273M invested in JPMorgan Diversified Return US Equity ETF in 2026 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 28 increasing their positions, 32 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more funds holding in top 10

Funds holding in top 10:

less capital invested

Capital invested by funds: $ → $

3.19% less ownership

Funds ownership: 71.43%68.24% (-3.2%)

13% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 32

Holders
91
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AQR Capital Management
26
AQR Capital Management
Connecticut
$1.46M
RF
27
RHS Financial
California
$1.37M
HFA
28
Hershey Financial Advisers
Pennsylvania
$1.35M
LA
29
LexAurum Advisors
Kansas
$1.16M
PA
30
Planning Alternatives
Michigan
$1.11M
PG
31
Patten Group
Tennessee
$945K
EWM
32
Elevation Wealth Management
Minnesota
$868K
AC
33
Avant Capital
Louisiana
$856K
VA
34
VestGen Advisors
Illinois
$773K
WETS
35
Wealth Enhancement Trust Services
South Dakota
$765K
KFG
36
Kelly Financial Group
Connecticut
$612K
Citigroup
37
Citigroup
New York
$582K
EFMC
38
Empire Financial Management Company
New York
$573K
TFS
39
Targeted Financial Services
Florida
$556K
BAM
40
Bellevue Asset Management
Washington
$549K
BIAS
41
Beacon Investment Advisory Services
New Jersey
$507K
Susquehanna International Group
42
Susquehanna International Group
Pennsylvania
$489K
AFG
43
Allegheny Financial Group
Pennsylvania
$479K
Fidelity Investments
44
Fidelity Investments
Massachusetts
$468K
Ameriprise
45
Ameriprise
Minnesota
$467K
Cetera Investment Advisers
46
Cetera Investment Advisers
Illinois
$462K
FM
47
Foster & Motley
Ohio
$461K
HighTower Advisors
48
HighTower Advisors
Illinois
$444K
AFG
49
Albion Financial Group
Utah
$417K
WIA
50
Wealthedge Investment Advisors
New York
$410K