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JPMorgan Diversified Return US Equity ETF
JPUS

Overview Fund Activity

75 hedge funds and large institutions have $352M invested in JPMorgan Diversified Return US Equity ETF in 2023 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 13 increasing their positions, 46 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
75
Holders Change
+5
Holders Change %
+7.14%
% of All Funds
1.1%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
9
Increased
13
Reduced
46
Closed
3
Calls
$483K
Puts
–
Net Calls
+$483K
Net Calls Change
+$483K

Top Buyers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$2.12M
2
Goldman Sachs
2
Goldman Sachs
New York
$3.04M
3
SC
3
Schiavi & Co
Delaware
$675K
4
PA
4
Planning Alternatives
Michigan
$53.3M
5
FTUS
5
Flow Traders U.S.
New York
$453K

Top Sellers

1
BAM
1
Bellevue Asset Management
Washington
$957K
2
DJSG
2
D.J. St. Germain
Massachusetts
$54.4M
3
IFA
3
Interactive Financial Advisors
Illinois
$533K
4
Morgan Stanley
4
Morgan Stanley
New York
$16.8M
5
LPL Financial
5
LPL Financial
California
$2.33M
Name Holding Trade Value Shares
Change 		Shares
Change %
Wolverine Trading
51
Wolverine Trading
Illinois
$306K +$306K +2,980 New
Truist Financial
52
Truist Financial
North Carolina
$289K +$5.86K +57 +2%
KCM
53
Kathmere Capital Management
Pennsylvania
$287K – – –
Stifel Financial
54
Stifel Financial
Missouri
$261K -$7.09K -69 -3%
FFN
55
Focus Financial Network
Minnesota
$253K +$253K +2,464 New
WI
56
WBI Investments
New Jersey
$252K -$31.9K -311 -11%
NSAM
57
North Star Asset Management
Wisconsin
$241K – – –
AA
58
Ancora Advisors
Ohio
$237K -$71.7K -698 -23%
AAS
59
Ameritas Advisory Services
Nebraska
$224K -$14K -134 -6%
MCM
60
MAI Capital Management
Ohio
$212K +$212K +2,067 New
ACA
61
Aptus Capital Advisors
Alabama
$207K -$46.4K -452 -18%
Fidelity Investments
62
Fidelity Investments
Massachusetts
$204K -$33.2K -323 -14%
ASN
63
Advisory Services Network
Georgia
$186K +$186K +1,808 New
HNB
64
Huntington National Bank
Ohio
$167K -$153K – –
Royal Bank of Canada
65
Royal Bank of Canada
Ontario, Canada
$130K -$341K -3,324 -72%
Carson Wealth (CWM LLC)
66
Carson Wealth (CWM LLC)
Nebraska
$118K -$6.49K -63 -5%
OSAM
67
O'Shaughnessy Asset Management
Connecticut
$107K – – –
Comerica Bank
68
Comerica Bank
Texas
$61.6K -$4.21K -41 -6%
Northwestern Mutual Wealth Management
69
Northwestern Mutual Wealth Management
Wisconsin
$60.9K -$19.6K -191 -24%
SWM
70
Sanctuary Wealth Management
Idaho
$46.9K -$62.6K -609 -57%
TSWM
71
Tyler-Stone Wealth Management
Ohio
$36.5K – – –
HI
72
Harbour Investments
Wisconsin
$23K -$24.8K -242 -52%
GM
73
GeoWealth Management
Illinois
$22K -$264K -2,576 -92%
FFA
74
Farther Finance Advisors
California
$22K -$2.98K -29 -12%
GRP
75
Global Retirement Partners
California
$11.3K +$102 +1 +0.9%
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