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JPMorgan Diversified Return US Equity ETF

83 hedge funds and large institutions have $285M invested in JPMorgan Diversified Return US Equity ETF in 2025 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 28 increasing their positions, 32 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
83
Holders Change
-2
Holders Change %
-2.35%
% of All Funds
1.13%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
5
Increased
28
Reduced
32
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
QCM
51
Quantinno Capital Management
New York
$412K +$412K +3,577 New
HighTower Advisors
52
HighTower Advisors
Illinois
$411K +$1.84K +16 +0.5%
AFG
53
Albion Financial Group
Utah
$369K
Ameriprise
54
Ameriprise
Minnesota
$363K -$35.9K -312 -9%
Cetera Investment Advisers
55
Cetera Investment Advisers
Illinois
$342K +$7.72K +67 +2%
VA
56
VestGen Advisors
Illinois
$328K +$328K +2,844 New
KCM
57
Kathmere Capital Management
Pennsylvania
$322K
Truist Financial
58
Truist Financial
North Carolina
$316K -$1.04K -9 -0.3%
KAS
59
Kestra Advisory Services
Texas
$312K -$8.53K -74 -3%
IF
60
Intrua Financial
Texas
$303K -$57.6K -500 -16%
BOC
61
Blue Oak Capital
California
$299K -$32K -278 -10%
FFN
62
Focus Financial Network
Minnesota
$266K +$922 +8 +0.3%
NSAM
63
North Star Asset Management
Wisconsin
$230K -$40.3K -350 -15%
VCM
64
Virtue Capital Management
Tennessee
$220K +$220K +1,916 New
CA
65
Continuum Advisory
Idaho
$181K
ACA
66
Aptus Capital Advisors
Alabama
$172K
Royal Bank of Canada
67
Royal Bank of Canada
Ontario, Canada
$150K +$38.5K +334 +35%
MCM
68
MAI Capital Management
Ohio
$144K +$115 +1 +0.1%
OSAM
69
O'Shaughnessy Asset Management
Connecticut
$120K
AA
70
Ancora Advisors
Ohio
$116K
Carson Wealth (CWM LLC)
71
Carson Wealth (CWM LLC)
Nebraska
$114K +$345 +3 +0.3%
GWM
72
Geneos Wealth Management
Colorado
$94.5K +$47.2K +410 +100%
HNB
73
Huntington National Bank
Ohio
$80.6K -$124K
PTC
74
Private Trust Company
Ohio
$70.2K -$3.11K -27 -4%
AT
75
Arlington Trust
Alabama
$57.6K +$57.6K +500 New