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JPUS

JPMorgan Diversified Return US Equity ETF

83 hedge funds and large institutions have $243M invested in JPMorgan Diversified Return US Equity ETF in 2025 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 31 increasing their positions, 29 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 29

1% less funds holding

Funds holding: 8483 (-1)

4.4% less ownership

Funds ownership: 70%65.6% (-4.4%)

14% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 7

15% less capital invested

Capital invested by funds: $285M → $243M (-$42.1M)

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
83
Holders Change
-1
Holders Change %
-1.19%
% of All Funds
1.09%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
6
Increased
31
Reduced
29
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cetera Investment Advisers
51
Cetera Investment Advisers
Illinois
$342K -$8.54K -75 -3%
VA
52
VestGen Advisors
Illinois
$336K
KCM
53
Kathmere Capital Management
Pennsylvania
$331K
Truist Financial
54
Truist Financial
North Carolina
$323K -$1.25K -11 -0.4%
Ameriprise
55
Ameriprise
Minnesota
$311K -$58.2K -511 -16%
IF
56
Intrua Financial
Texas
$311K
KAS
57
Kestra Advisory Services
Texas
$284K -$34.7K -305 -11%
FFN
58
Focus Financial Network
Minnesota
$274K +$1.37K +12 +0.5%
Jane Street
59
Jane Street
New York
$240K -$1.17M -10,253 -83%
MOS
60
MGO One Seven
Ohio
$238K +$229K +2,010 New
ACA
61
Aptus Capital Advisors
Alabama
$176K
Royal Bank of Canada
62
Royal Bank of Canada
Ontario, Canada
$167K +$12.6K +111 +9%
MCM
63
MAI Capital Management
Ohio
$148K +$228 +2 +0.2%
MWA
64
Medallion Wealth Advisors
Connecticut
$131K
OSAM
65
O'Shaughnessy Asset Management
Connecticut
$123K
Carson Wealth (CWM LLC)
66
Carson Wealth (CWM LLC)
Nebraska
$118K +$342 +3 +0.3%
Northwestern Mutual Wealth Management
67
Northwestern Mutual Wealth Management
Wisconsin
$112K +$57.2K +502 +113%
AA
68
Ancora Advisors
Ohio
$108K -$11.4K -100 -10%
AAS
69
Ameritas Advisory Services
Nebraska
$105K +$101K +890 New
HNB
70
Huntington National Bank
Ohio
$82.7K
PTC
71
Private Trust Company
Ohio
$71.5K -$456 -4 -0.7%
NWM
72
Nova Wealth Management
Florida
$63.5K +$35.9K +315 +142%
AT
73
Arlington Trust
Alabama
$59.1K
GWM
74
Geneos Wealth Management
Colorado
$48.5K -$46.7K -410 -50%
AG
75
AmeriFlex Group
Nevada
$43.8K

JPUS Hedge Fund Activity: Q2 2025 in Review

83 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Diversified Return US Equity ETF (JPUS) for Q2 2025, worth a combined $243M — down 15% from $285M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of JPUS and 6 opened new positions — a net loss of 1 holder — while 29 trimmed existing stakes and 31 added.

The largest buyer was LPL Financial, adding an estimated $2.6M. The largest seller was Planning Alternatives, cutting an estimated $24.4M.

  • 83 institutional investors held JPMorgan Diversified Return US Equity ETF (JPUS) as of Q2 2025, down from 84 in Q1 2025.
  • Funds reported $243M of JPMorgan Diversified Return US Equity ETF stock for Q2 2025, down 15% quarter-over-quarter.
  • 6 funds opened new JPMorgan Diversified Return US Equity ETF positions in Q2 2025 and 7 closed out, a net change of -1 holder.
  • The largest JPMorgan Diversified Return US Equity ETF buyer in Q2 2025 was LPL Financial, an estimated $2.6M added.
  • The largest JPMorgan Diversified Return US Equity ETF seller in Q2 2025 was Planning Alternatives, an estimated $24.4M sold.

Based on aggregated 13F filings for Q2 2025.