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JPMorgan Diversified Return US Equity ETF
JPUS

Overview Fund Activity

79 hedge funds and large institutions have $337M invested in JPMorgan Diversified Return US Equity ETF in 2024 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 24 increasing their positions, 33 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
79
Holders Change
+4
Holders Change %
+5.33%
% of All Funds
1.15%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
9
Increased
24
Reduced
33
Closed
5
Calls
$448K
Puts
–
Net Calls
+$448K
Net Calls Change
-$35K

Top Buyers

1
Jane Street
Jane Street
New York
$1.95M
2
GM
GeoWealth Management
Illinois
$1.28M
3
AQR Capital Management
AQR Capital Management
Connecticut
$725K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$763K
5
IFA
Interactive Financial Advisors
Illinois
$661K

Top Sellers

1
Bank of America
Bank of America
North Carolina
$26.5M
2
Morgan Stanley
Morgan Stanley
New York
$5.33M
3
Goldman Sachs
Goldman Sachs
New York
$273K
4
DJSG
D.J. St. Germain
Massachusetts
$56.5M
5
UBS Group
UBS Group
Switzerland
$34.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
KAS
51
Kestra Advisory Services
Texas
$343K +$896 +8 +0.3%
PS
52
Principal Securities
Iowa
$339K -$127K -1,136 -27%
KCM
53
Kathmere Capital Management
Pennsylvania
$313K – – –
Truist Financial
54
Truist Financial
North Carolina
$308K -$6.38K -57 -2%
Fidelity Investments
55
Fidelity Investments
Massachusetts
$292K +$69.7K +622 +31%
Goldman Sachs
56
Goldman Sachs
New York
$273K -$3.04M -27,159 -92%
NSAM
57
North Star Asset Management
Wisconsin
$263K – – –
FFN
58
Focus Financial Network
Minnesota
$259K -$2.01K -19 -0.8%
MCM
59
MAI Capital Management
Ohio
$232K +$112 +1 +0%
Citadel Advisors
60
Citadel Advisors
Florida
$231K -$209K -1,869 -48%
AA
61
Ancora Advisors
Ohio
$231K -$27.7K -247 -11%
ACA
62
Aptus Capital Advisors
Alabama
$225K – – –
Stifel Financial
63
Stifel Financial
Missouri
$211K -$73.7K -658 -26%
VCM
64
Virtue Capital Management
Tennessee
$208K +$208K +1,916 New
CA
65
Continuum Advisory
Idaho
$207K +$207K +1,871 New
ASN
66
Advisory Services Network
Georgia
$203K – – –
Carson Wealth (CWM LLC)
67
Carson Wealth (CWM LLC)
Nebraska
$128K +$223 +2 +0.2%
HNB
68
Huntington National Bank
Ohio
$125K -$167K – –
OSAM
69
O'Shaughnessy Asset Management
Connecticut
$117K – – –
Northwestern Mutual Wealth Management
70
Northwestern Mutual Wealth Management
Wisconsin
$67.6K +$1.12K +10 +2%
Comerica Bank
71
Comerica Bank
Texas
$67.2K – – –
Jones Financial Companies
72
Jones Financial Companies
Missouri
$52.8K +$52.8K +471 New
SWM
73
Sanctuary Wealth Management
Idaho
$50.6K -$560 -5 -1%
TSWM
74
Tyler-Stone Wealth Management
Ohio
$39.8K – – –
US Bancorp
75
US Bancorp
Minnesota
$30.8K +$30.8K +275 New
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