JPUS icon

JPMorgan Diversified Return US Equity ETF

85 hedge funds and large institutions have $314M invested in JPMorgan Diversified Return US Equity ETF in 2024 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 22 increasing their positions, 31 reducing their positions, and 3 closing their positions.

Holders
85
Holders Change
+8
Holders Change %
+10.39%
% of All Funds
1.13%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
13
Increased
22
Reduced
31
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Ameriprise
51
Ameriprise
Minnesota
$395K +$16.4K +144 +4%
CW
52
CreativeOne Wealth
Kansas
$393K -$129K -1,131 -25%
AFG
53
Albion Financial Group
Utah
$365K
IF
54
Intrua Financial
Texas
$357K
Cetera Investment Advisers
55
Cetera Investment Advisers
Illinois
$331K -$13.8K -121 -4%
BOC
56
Blue Oak Capital
California
$328K +$328K +2,874 New
KCM
57
Kathmere Capital Management
Pennsylvania
$319K
KAS
58
Kestra Advisory Services
Texas
$317K -$35.4K -310 -10%
Truist Financial
59
Truist Financial
North Carolina
$314K
NSAM
60
North Star Asset Management
Wisconsin
$268K
FFN
61
Focus Financial Network
Minnesota
$263K +$1.6K +14 +0.6%
BRWA
62
B. Riley Wealth Advisors
Florida
$237K
KFG
63
Kelly Financial Group
Connecticut
$231K +$231K +2,025 New
CA
64
Continuum Advisory
Idaho
$179K -$34.2K -300 -16%
ACA
65
Aptus Capital Advisors
Alabama
$170K -$59.3K -520 -26%
MCM
66
MAI Capital Management
Ohio
$142K +$142K +1,249 New
HNB
67
Huntington National Bank
Ohio
$124K -$130K
OSAM
68
O'Shaughnessy Asset Management
Connecticut
$119K
AA
69
Ancora Advisors
Ohio
$115K -$39.9K -350 -26%
Carson Wealth (CWM LLC)
70
Carson Wealth (CWM LLC)
Nebraska
$113K +$457 +4 +0.4%
Royal Bank of Canada
71
Royal Bank of Canada
Ontario, Canada
$110K -$464K -4,087 -81%
PTC
72
Private Trust Company
Ohio
$72.6K +$68.1K +597 +1,531%
Northwestern Mutual Wealth Management
73
Northwestern Mutual Wealth Management
Wisconsin
$56.6K -$255K -2,231 -82%
FFA
74
Farther Finance Advisors
California
$51.8K
SWM
75
Sanctuary Wealth Management
Idaho
$51.6K