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JPUS

JPMorgan Diversified Return US Equity ETF

91 hedge funds and large institutions have $274M 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

133% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 6

6% more funds holding

Funds holding: 8691 (+5)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1% less capital invested

Capital invested by funds: $278M → $274M (-$4.11M)

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
+5
Holders Change %
+5.81%
% of All Funds
1.12%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
14
Increased
28
Reduced
32
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WIA
51
Wealthedge Investment Advisors
New York
$410K -$13.2K -101 -3%
CW
52
CreativeOne Wealth
Kansas
$377K
EWA
53
Etesian Wealth Advisors
Oregon
$366K -$57.9K -441 -14%
KCM
54
Kathmere Capital Management
Pennsylvania
$364K
GWP
55
Gateway Wealth Partners
Wisconsin
$359K +$361K +2,754 New
IFA
56
Interactive Financial Advisors
Illinois
$357K -$15.9K -121 -4%
IF
57
Intrua Financial
Texas
$342K
QCM
58
Quantinno Capital Management
New York
$322K -$46.4K -354 -13%
FFN
59
Focus Financial Network
Minnesota
$304K +$1.05K +8 +0.3%
KAS
60
Kestra Advisory Services
Texas
$283K +$1.05K +8 +0.4%
MT
61
Midwest Trust
Kansas
$267K +$269K +2,047 New
MOS
62
MGO One Seven
Ohio
$262K
Truist Financial
63
Truist Financial
North Carolina
$260K
SF
64
Summit Financial
New Jersey
$226K +$228K +1,735 New
Rockefeller Capital Management
65
Rockefeller Capital Management
New York
$219K +$918 +7 +0.4%
ACA
66
Aptus Capital Advisors
Alabama
$212K
GS
67
GTS Securities
New York
$212K
AC
68
Apella Capital
Connecticut
$207K +$198K +1,510 New
BFP
69
Birchwood Financial Partners
Minnesota
$200K +$918 +7 +0.5%
OSAM
70
O'Shaughnessy Asset Management
Connecticut
$183K +$47.6K +363 +35%
MCM
71
MAI Capital Management
Ohio
$164K +$131 +1 +0.1%
UBS AM
72
UBS AM
Illinois
$157K +$158K +1,208 New
MWA
73
Medallion Wealth Advisors
Connecticut
$143K
Royal Bank of Canada
74
Royal Bank of Canada
Ontario, Canada
$143K -$24.4K -186 -14%
HI
75
Horizon Investments
North Carolina
$130K +$65.6K +500 +100%