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JPMorgan Diversified Return US Equity ETF
JPUS

Overview Fund Activity

74 hedge funds and large institutions have $538M invested in JPMorgan Diversified Return US Equity ETF in 2021 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 21 increasing their positions, 26 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
74
Holders Change
+4
Holders Change %
+5.71%
% of All Funds
1.14%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.12%
New
14
Increased
21
Reduced
26
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CW
CreativeOne Wealth
Kansas
$17.2M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$5.4M
3
Citadel Advisors
Citadel Advisors
Florida
$2.38M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$2.79M
5
LPL Financial
LPL Financial
California
$15.5M

Top Sellers

1
DJSG
D.J. St. Germain
Massachusetts
$69M
2
Goldman Sachs
Goldman Sachs
New York
$0
3
RJFSA
Raymond James Financial Services Advisors
Florida
$1.95M
4
Morgan Stanley
Morgan Stanley
New York
$22.7M
5
UBS Group
UBS Group
Switzerland
$38.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
TA
51
TrueWealth Advisors
Alabama
$316K +$3.61K +34 +1%
IFA
52
Interactive Financial Advisors
Illinois
$309K -$5.2K -49 -2%
5L
53
55I LLC
Massachusetts
$304K +$304K +2,864 New
CFG
54
Cooper Financial Group
California
$299K +$7.22K +68 +2%
KCM
55
Kathmere Capital Management
Pennsylvania
$297K – – –
CA
56
Continuum Advisory
Idaho
$289K – – –
AAS
57
Ameritas Advisory Services
Nebraska
$272K +$272K +2,563 New
EFS
58
Essex Financial Services
Connecticut
$264K -$112K -1,060 -30%
FM
59
Foster & Motley
Ohio
$258K +$34.1K +322 +15%
ACK
60
Andrew C. Karlinski
$234K +$234K +2,206 New
Truist Financial
61
Truist Financial
North Carolina
$217K +$217K +2,042 New
VCM
62
Virtue Capital Management
Tennessee
$209K +$209K +1,971 New
Fidelity Investments
63
Fidelity Investments
Massachusetts
$178K -$90.6K -854 -34%
MA
64
MUFG Americas
New York
$131K – – –
JPMorgan Chase & Co
65
JPMorgan Chase & Co
New York
$97K -$103K -974 -52%
Qube Research & Technologies (QRT)
66
Qube Research & Technologies (QRT)
United Kingdom
$51K +$20.3K +191 +66%
BW
67
Bison Wealth
Georgia
$40K – – –
TSWM
68
Tyler-Stone Wealth Management
Ohio
$38K +$38K +355 New
Northwestern Mutual Wealth Management
69
Northwestern Mutual Wealth Management
Wisconsin
$37K – – –
Fifth Third Bancorp
70
Fifth Third Bancorp
Ohio
$19K – – –
JWBC
71
John W. Brooker & Co
California
$16K – – –
PNC Financial Services Group
72
PNC Financial Services Group
Pennsylvania
$14K – – –
TCM
73
TD Capital Management
Tennessee
$13K +$102 +1 +0.8%
CWP
74
Concord Wealth Partners
Virginia
$7K +$7K +66 New
Goldman Sachs
75
Goldman Sachs
New York
– -$4.21M -43,795 Closed
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