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JPUS

JPMorgan Diversified Return US Equity ETF

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: 12 (+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: 8486 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
PTC
76
Private Trust Company
Ohio
$71.3K -$1.48K -12 -2%
HI
77
Horizon Investments
North Carolina
$62K +$24.6K +199 +66%
GWM
78
Geneos Wealth Management
Colorado
$50.8K
HAP
79
Harbor Asset Planning
Massachusetts
$48.7K +$48.6K +393 New
HI
80
Harbour Investments
Wisconsin
$17K
Comerica Bank
81
Comerica Bank
Texas
$15K
Qube Research & Technologies (QRT)
82
Qube Research & Technologies (QRT)
United Kingdom
$10.4K
GRP
83
Global Retirement Partners
California
$8.86K +$8.15K +66 +1,320%
WWMSC
84
Wagner Wealth Management (South Carolina)
South Carolina
$6.94K +$6.92K +56 New
NWM
85
Nova Wealth Management
Florida
$4.1K
IA
86
IFP Advisors
Florida
$372
CFD
87
Creative Financial Designs
Indiana
$127
Susquehanna International Group
88
Susquehanna International Group
Pennsylvania
-$791K -6,381 Closed
NL
89
NWAM LLC
Washington
-$448K -3,629 Closed
VA
90
VestGen Advisors
Illinois
-$352K -2,844 Closed
Envestnet Asset Management
91
Envestnet Asset Management
Illinois
-$233K -1,882 Closed
ASN
92
Advisory Services Network
Georgia
-$115K -928 Closed
AT
93
Arlington Trust
Alabama
-$62K -500 Closed
PS
94
Principal Securities
Iowa
-$43.6K -352 Closed
CIAS
95
Capital Investment Advisory Services
North Carolina
-$6.57K -53 Closed

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.