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JPMorgan Diversified Return US Equity ETF
JPUS

Overview Fund Activity

77 hedge funds and large institutions have $321M invested in JPMorgan Diversified Return US Equity ETF in 2024 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 23 increasing their positions, 31 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
77
Holders Change
+1
Holders Change %
+1.32%
% of All Funds
1.11%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
5
Increased
23
Reduced
31
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$3.56M
2
Jones Financial Companies
2
Jones Financial Companies
Missouri
$1M
3
Wells Fargo
3
Wells Fargo
California
$2.71M
4
NL
4
NWAM LLC
Washington
$463K
5
SCM
5
Sterneck Capital Management
Missouri
$9.79M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$25.4M
2
DJSG
2
D.J. St. Germain
Massachusetts
$55.7M
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$19.5M
4
Jane Street
4
Jane Street
New York
$679K
5
MWM
5
Modera Wealth Management
New Jersey
$38.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
IF
51
Intrua Financial
Texas
$375K -$65.8K -550 -15%
KAS
52
Kestra Advisory Services
Texas
$370K +$1.44K +12 +0.4%
Cetera Investment Advisers
53
Cetera Investment Advisers
Illinois
$362K -$21.8K -182 -6%
KCM
54
Kathmere Capital Management
Pennsylvania
$335K – – –
Truist Financial
55
Truist Financial
North Carolina
$329K – – –
Northwestern Mutual Wealth Management
56
Northwestern Mutual Wealth Management
Wisconsin
$326K +$262K +2,188 +406%
NSAM
57
North Star Asset Management
Wisconsin
$281K – – –
FFN
58
Focus Financial Network
Minnesota
$274K +$1.08K +9 +0.4%
NA
59
NewEdge Advisors
Louisiana
$258K +$248K +2,075 +2,470%
IWC
60
Integrated Wealth Concepts
Massachusetts
$250K +$250K +2,093 New
BRWA
61
B. Riley Wealth Advisors
Florida
$248K – – –
ACA
62
Aptus Capital Advisors
Alabama
$241K – – –
CA
63
Continuum Advisory
Idaho
$225K – – –
ASN
64
Advisory Services Network
Georgia
$221K – – –
Stifel Financial
65
Stifel Financial
Missouri
$201K +$201K +1,680 New
AA
66
Ancora Advisors
Ohio
$163K -$70.6K -590 -30%
HNB
67
Huntington National Bank
Ohio
$130K -$118K – –
OSAM
68
O'Shaughnessy Asset Management
Connecticut
$126K – – –
Carson Wealth (CWM LLC)
69
Carson Wealth (CWM LLC)
Nebraska
$118K +$359 +3 +0.3%
FFA
70
Farther Finance Advisors
California
$54.3K – – –
SWM
71
Sanctuary Wealth Management
Idaho
$54.1K – – –
PS
72
Principal Securities
Iowa
$42.1K – – –
US Bancorp
73
US Bancorp
Minnesota
$32.9K – – –
GM
74
GeoWealth Management
Illinois
$20.6K – – –
CFD
75
Creative Financial Designs
Indiana
$12K +$12K +100 New
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3
4