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JPMorgan Diversified Return US Equity ETF
JPUS

Overview Fund Activity

74 hedge funds and large institutions have $538M invested in JPMorgan Diversified Return US Equity ETF in 2021 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 21 increasing their positions, 26 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
74
Holders Change
+4
Holders Change %
+5.71%
% of All Funds
1.14%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.12%
New
14
Increased
21
Reduced
26
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CW
CreativeOne Wealth
Kansas
$17.2M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$5.4M
3
Citadel Advisors
Citadel Advisors
Florida
$2.38M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$2.79M
5
LPL Financial
LPL Financial
California
$15.5M

Top Sellers

1
DJSG
D.J. St. Germain
Massachusetts
$69M
2
Goldman Sachs
Goldman Sachs
New York
$0
3
RJFSA
Raymond James Financial Services Advisors
Florida
$1.95M
4
Morgan Stanley
Morgan Stanley
New York
$22.7M
5
UBS Group
UBS Group
Switzerland
$38.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
1
Modera Wealth Management
New Jersey
$168M +$408K +3,845 +0.2%
DJSG
2
D.J. St. Germain
Massachusetts
$69M -$8.93M -84,170 -11%
PA
3
Planning Alternatives
Michigan
$55.8M -$452K -4,259 -0.8%
UBS Group
4
UBS Group
Switzerland
$38.1M -$1.7M -16,028 -4%
Bank of America
5
Bank of America
North Carolina
$35.1M -$99.3K -936 -0.3%
Morgan Stanley
6
Morgan Stanley
New York
$22.7M -$2.02M -19,080 -8%
CW
7
CreativeOne Wealth
Kansas
$17.2M +$3.04M +28,674 +22%
QA
8
Quantitative Advantage
Minnesota
$16.9M +$714K +6,737 +4%
LPL Financial
9
LPL Financial
California
$15.5M +$1.98M +18,683 +15%
LA
10
LexAurum Advisors
Kansas
$11.6M +$1.71M +16,162 +17%
FCAG
11
First Capital Advisors Group
New Jersey
$8.77M +$8.77M +82,690 New
SIA
12
SkyView Investment Advisors
New Jersey
$8.61M -$64.8K -611 -0.7%
SCM
13
Sterneck Capital Management
Missouri
$6.91M -$518K -4,882 -7%
GM
14
GeoWealth Management
Illinois
$6.83M +$153K +1,442 +2%
SFI
15
SPC Financial Inc
Maryland
$5.57M +$246K +2,316 +5%
BAM
16
Bellevue Asset Management
Washington
$5.49M +$93K +877 +2%
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$5.4M +$2.91M +27,412 +117%
HWA
18
HHM Wealth Advisors
Tennessee
$4.38M -$39.9K -376 -0.9%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$2.79M +$2.33M +22,009 +518%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$2.56M -$47.6K -449 -2%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$2.46M +$318 +3 +0%
Citadel Advisors
22
Citadel Advisors
Florida
$2.38M +$2.38M +22,442 New
RJFSA
23
Raymond James Financial Services Advisors
Florida
$1.95M -$3.47M -32,704 -64%
Wells Fargo
24
Wells Fargo
California
$1.88M +$1.71M +16,119 +1,037%
Jane Street
25
Jane Street
New York
$1.74M +$1.15M +10,825 +195%
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