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JPUS

JPMorgan Diversified Return US Equity ETF

91 hedge funds and large institutions have $274M invested in JPMorgan Diversified Return US Equity ETF in 2026 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 28 increasing their positions, 32 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 6

6% more funds holding

Funds holding: 8691 (+5)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1% less capital invested

Capital invested by funds: $278M → $274M (-$4.11M)

3.19% less ownership

Funds ownership: 71.43%68.24% (-3.2%)

13% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 32

Holders
91
Holders Change
+5
Holders Change %
+5.81%
% of All Funds
1.12%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
14
Increased
28
Reduced
32
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
76
Northwestern Mutual Wealth Management
Wisconsin
$123K
Carson Wealth (CWM LLC)
77
Carson Wealth (CWM LLC)
Nebraska
$116K -$1.31K -10 -1%
ASN
78
Advisory Services Network
Georgia
$113K +$114K +868 New
AA
79
Ancora Advisors
Ohio
$92.7K -$8.26K -63 -8%
CCWM
80
Cassaday & Co Wealth Management
Virginia
$82.9K +$83.6K +637 New
PTC
81
Private Trust Company
Ohio
$81.4K +$6.56K +50 +9%
HNB
82
Huntington National Bank
Ohio
$58.6K
GWM
83
Geneos Wealth Management
Colorado
$53.4K
HAP
84
Harbor Asset Planning
Massachusetts
$51.4K +$131 +1 +0.3%
AssetMark Inc
85
AssetMark Inc
California
$18.2K +$18.4K +140 New
HI
86
Harbour Investments
Wisconsin
$17.8K
Fifth Third Bancorp
87
Fifth Third Bancorp
Ohio
$15.8K +$15.9K +121 New
Qube Research & Technologies (QRT)
88
Qube Research & Technologies (QRT)
United Kingdom
$8.98K -$1.97K -15 -18%
WWMSC
89
Wagner Wealth Management (South Carolina)
South Carolina
$7.29K
NWM
90
Nova Wealth Management
Florida
$4.31K
SAM
91
Smartleaf Asset Management
Massachusetts
$2.31K +$2.36K +18 New
IA
92
IFP Advisors
Florida
$391
IWN
93
Independent Wealth Network
Iowa
-$1.92M -15,514 Closed
Two Sigma Investments
94
Two Sigma Investments
New York
-$880K -7,100 Closed
Jane Street
95
Jane Street
New York
-$618K -4,986 Closed
CPA
96
Clear Point Advisors
New York
-$501K -4,044 Closed
SWM
97
Spire Wealth Management
Virginia
-$378K -3,051 Closed
CFD
98
Creative Financial Designs
Indiana
-$127 -1 Closed

JPUS Hedge Fund Activity: Q1 2026 in Review

91 of the 8,125 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Diversified Return US Equity ETF (JPUS) for Q1 2026, worth a combined $274M — down 1.5% from $278M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new JPUS positions and 6 closed out — a net gain of 8 holders — while 28 added to existing stakes and 32 trimmed.

The largest buyer was Hershey Financial Advisers, opening a new position worth an estimated $1.36M. The largest seller was Bank of America, cutting an estimated $6.28M.

  • 91 institutional investors held JPMorgan Diversified Return US Equity ETF (JPUS) as of Q1 2026, up from 86 in Q4 2025.
  • Funds reported $274M of JPMorgan Diversified Return US Equity ETF stock for Q1 2026, down 1.5% quarter-over-quarter.
  • 14 funds opened new JPMorgan Diversified Return US Equity ETF positions in Q1 2026 and 6 closed out, a net change of +8 holders.
  • The largest JPMorgan Diversified Return US Equity ETF buyer in Q1 2026 was Hershey Financial Advisers, an estimated $1.36M added.
  • The largest JPMorgan Diversified Return US Equity ETF seller in Q1 2026 was Bank of America, an estimated $6.28M sold.

Based on aggregated 13F filings for Q1 2026.