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JPUS

JPMorgan Diversified Return US Equity ETF
JPUS

86 hedge funds and large institutions have $278M invested in JPMorgan Diversified Return US Equity ETF in 2025 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 27 increasing their positions, 30 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

38% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 8

10% more capital invested

Capital invested by funds: $252M → $278M (+$25.5M)

6.79% more ownership

Funds ownership: 64.64% → 71.43% (+6.8%)

2% more funds holding

Funds holding: 84 → 86 (+2)

10% less repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 30

Holders
86
Holders Change
+2
Holders Change %
+2.38%
% of All Funds
1.05%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.02%
New
11
Increased
27
Reduced
30
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
HAG
HighPoint Advisor Group
Illinois
+$19.1M
2
VT
Vise Technologies
New York
+$2.55M
3
SC
Schiavi & Co
Delaware
+$2.45M
4
Two Sigma Investments
Two Sigma Investments
New York
+$877K
5
LPL Financial
LPL Financial
California
+$689K

Top Sellers

Rank Fund Capital Flow
1
AWM
Apollon Wealth Management
South Carolina
-$1.5M
2
Jane Street
Jane Street
New York
-$1.14M
3
MWM
Modera Wealth Management
New Jersey
-$969K
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$862K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$791K
Name Holding Trade Value Shares
Change 		Change in
Stake
AFG
51
Albion Financial Group
Utah
$397K – – –
SWM
52
Spire Wealth Management
Virginia
$378K +$3.83K +31 +1%
CW
53
CreativeOne Wealth
Kansas
$359K -$6.05K -49 -2%
IFA
54
Interactive Financial Advisors
Illinois
$354K -$160K -1,294 -31%
QCM
55
Quantinno Capital Management
New York
$351K -$31.5K -255 -8%
KCM
56
Kathmere Capital Management
Pennsylvania
$347K – – –
IF
57
Intrua Financial
Texas
$326K – – –
FFN
58
Focus Financial Network
Minnesota
$289K -$371 -3 -0.1%
Ameriprise
59
Ameriprise
Minnesota
$275K -$73.6K -596 -21%
KAS
60
Kestra Advisory Services
Texas
$269K +$1.48K +12 +0.6%
MOS
61
MGO One Seven
Ohio
$249K – – –
Truist Financial
62
Truist Financial
North Carolina
$248K -$87.8K -711 -26%
Rockefeller Capital Management
63
Rockefeller Capital Management
New York
$207K +$1.48K +12 +0.7%
ACA
64
Aptus Capital Advisors
Alabama
$202K – – –
GS
65
GTS Securities
New York
$202K – – –
BFP
66
Birchwood Financial Partners
Minnesota
$190K +$189K +1,529 New
Royal Bank of Canada
67
Royal Bank of Canada
Ontario, Canada
$159K -$15.7K -127 -9%
MCM
68
MAI Capital Management
Ohio
$156K +$371 +3 +0.2%
MWA
69
Medallion Wealth Advisors
Connecticut
$136K – – –
OSAM
70
O'Shaughnessy Asset Management
Connecticut
$129K – – –
Northwestern Mutual Wealth Management
71
Northwestern Mutual Wealth Management
Wisconsin
$118K – – –
Carson Wealth (CWM LLC)
72
Carson Wealth (CWM LLC)
Nebraska
$112K -$8.03K -65 -7%
AA
73
Ancora Advisors
Ohio
$96.1K – – –
CIBC Private Wealth Group
74
CIBC Private Wealth Group
Georgia
$90.6K +$90.3K +731 New
HNB
75
Huntington National Bank
Ohio
$86.8K – – –
1 2
3
4

JPUS Hedge Fund Activity: Q4 2025 in Review

86 of the 8,224 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Diversified Return US Equity ETF (JPUS) for Q4 2025, worth a combined $278M — up 10% from $252M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new JPUS positions and 8 closed out — a net gain of 3 holders — while 27 added to existing stakes and 30 trimmed.

The largest buyer was HighPoint Advisor Group, opening a new position worth an estimated $19.1M. The largest seller was Apollon Wealth Management, cutting an estimated $1.5M.

  • 86 institutional investors held JPMorgan Diversified Return US Equity ETF (JPUS) as of Q4 2025, up from 84 in Q3 2025.
  • Funds reported $278M of JPMorgan Diversified Return US Equity ETF stock for Q4 2025, up 10% quarter-over-quarter.
  • 11 funds opened new JPMorgan Diversified Return US Equity ETF positions in Q4 2025 and 8 closed out, a net change of +3 holders.
  • The largest JPMorgan Diversified Return US Equity ETF buyer in Q4 2025 was HighPoint Advisor Group, an estimated $19.1M added.
  • The largest JPMorgan Diversified Return US Equity ETF seller in Q4 2025 was Apollon Wealth Management, an estimated $1.5M sold.

Based on aggregated 13F filings for Q4 2025.