JPMorgan Diversified Return US Equity ETF
JPUS
84 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 6 funds opening new positions, 28 increasing their positions, 32 reducing their positions, and 3 closing their positions.
100% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 3
1% less funds holding
Funds holding: 85 → 84 (-1)
1.92% less ownership
Funds ownership: 71.92% → 70% (-1.9%)
9% less capital invested
Capital invested by funds: $314M → $285M (-$29.7M)
13% less repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 32
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$3.07M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$2.64M |
| 3 |
LPL Financial
San Diego,
California
|
+$1.4M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$886K |
| 5 |
Jane Street
New York
|
+$848K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PA
Planning Alternatives
Birmingham,
Michigan
|
-$33.7M |
| 2 |
CIA
Concurrent Investment Advisors
Tampa,
Florida
|
-$2.51M |
| 3 |
Raymond James Financial
St Petersburg,
Florida
|
-$2.39M |
| 4 |
MWM
Modera Wealth Management
Westwood,
New Jersey
|
-$1.26M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.04M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AT
76
Arlington Trust
Birmingham,
Alabama
| $57.6K | +$58.1K | +500 | New |
|
77
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $51.4K | -$5.81K | -50 | -10% |
|
|
AG
78
AmeriFlex Group
Las Vegas,
Nevada
| $43K | – | – | – |
|
|
PS
79
Principal Securities
Des Moines,
Iowa
| $40.2K | – | – | – |
|
80
US Bancorp
Minneapolis,
Minnesota
| $31.7K | – | – | – |
|
|
NWM
81
Nova Wealth Management
Bonita Springs,
Florida
| $25.6K | +$2.91K | +25 | +13% |
|
82
Comerica Bank
Dallas,
Texas
| $13.9K | – | – | – |
|
|
CFD
83
Creative Financial Designs
Kokomo,
Indiana
| $11.8K | +$232 | +2 | +2% |
|
84
Qube Research & Technologies (QRT)
London,
United Kingdom
| $9.68K | – | – | – |
|
|
HI
85
Harbour Investments
Madison,
Wisconsin
| $5.88K | -$1.51K | -13 | -20% |
|
|
CIA
86
Concurrent Investment Advisors
Tampa,
Florida
| – | -$2.51M | -21,953 | Closed |
|
|
GM
87
GeoWealth Management
Chicago,
Illinois
| – | -$19.7K | -172 | Closed |
|
|
AWM
88
Avior Wealth Management
Omaha,
Nebraska
| – | -$200 | -1 | Closed |
|
JPUS Hedge Fund Activity: Q1 2025 in Review
84 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Diversified Return US Equity ETF (JPUS) for Q1 2025, worth a combined $285M — down 9.5% from $314M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new JPUS positions and 3 closed out — a net gain of 3 holders — while 28 added to existing stakes and 32 trimmed.
The largest buyer was Wealth Enhancement Advisory Services, adding an estimated $3.07M. The largest seller was Planning Alternatives, cutting an estimated $33.7M.
- 84 institutional investors held JPMorgan Diversified Return US Equity ETF (JPUS) as of Q1 2025, down from 85 in Q4 2024.
- Funds reported $285M of JPMorgan Diversified Return US Equity ETF stock for Q1 2025, down 9.5% quarter-over-quarter.
- 6 funds opened new JPMorgan Diversified Return US Equity ETF positions in Q1 2025 and 3 closed out, a net change of +3 holders.
- The largest JPMorgan Diversified Return US Equity ETF buyer in Q1 2025 was Wealth Enhancement Advisory Services, an estimated $3.07M added.
- The largest JPMorgan Diversified Return US Equity ETF seller in Q1 2025 was Planning Alternatives, an estimated $33.7M sold.
Based on aggregated 13F filings for Q1 2025.