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JPMorgan Diversified Return US Equity ETF
JPUS

Overview Fund Activity

71 hedge funds and large institutions have $313M invested in JPMorgan Diversified Return US Equity ETF in 2022 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 26 increasing their positions, 25 reducing their positions, and 11 closing their positions.

Holders
71
Holders Change
-1
Holders Change %
-1.39%
% of All Funds
1.15%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
11
Increased
26
Reduced
25
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWM
1
Apollon Wealth Management
South Carolina
$5.46M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$4.08M
3
Bank of America
3
Bank of America
North Carolina
$44.5M
4
EWA
4
Etesian Wealth Advisors
Oregon
$1.9M
5
QA
5
Quantitative Advantage
Minnesota
$18.2M

Top Sellers

1
MWM
1
Modera Wealth Management
New Jersey
$38.8M
2
OCM
2
One Capital Management
California
$5.56M
3
Jane Street
3
Jane Street
New York
$0
4
Citadel Advisors
4
Citadel Advisors
Florida
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$18.4M
Name Market Value Shares Shares
Change 		Shares
Change %
PA
1
Planning Alternatives
Michigan
$48.5M 511,489 -20,254 -4%
Bank of America
2
Bank of America
North Carolina
$44.5M 469,235 +33,833 +8%
MWM
3
Modera Wealth Management
New Jersey
$38.8M 409,545 -92,927 -18%
UBS Group
4
UBS Group
Switzerland
$33.1M 349,624 +2,739 +0.8%
Morgan Stanley
5
Morgan Stanley
New York
$18.4M 194,273 -30,647 -14%
QA
6
Quantitative Advantage
Minnesota
$18.2M 192,194 +12,580 +7%
LPL Financial
7
LPL Financial
California
$15.4M 162,179 -2,333 -1%
CW
8
CreativeOne Wealth
Kansas
$13.8M 145,287 -5,824 -4%
Goldman Sachs
9
Goldman Sachs
New York
$9.1M 95,964 – –
SCM
10
Sterneck Capital Management
Missouri
$7.19M 75,867 +348 +0.5%
OCM
11
One Capital Management
California
$5.56M 58,675 -80,262 -58%
AWM
12
Apollon Wealth Management
South Carolina
$5.46M 57,611 +57,611 New
GM
13
GeoWealth Management
Illinois
$5.09M 53,727 +769 +1%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$4.79M 50,556 +6,528 +15%
SIA
15
SkyView Investment Advisors
New Jersey
$4.49M 47,378 +113 +0.2%
FCAG
16
First Capital Advisors Group
New Jersey
$4.49M 47,378 +113 +0.2%
JPMorgan Chase & Co
17
JPMorgan Chase & Co
New York
$4.08M 43,076 +42,016 +3,964%
HWA
18
HHM Wealth Advisors
Tennessee
$3.24M 34,210 -1,131 -3%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$2.59M 27,364 +2,162 +9%
IA
20
Integrity Advisory
Kansas
$2.24M 23,648 +9,455 +67%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$2.19M 23,096 -185 -0.8%
EWA
22
Etesian Wealth Advisors
Oregon
$1.9M 20,003 +20,003 New
FPCP
23
Fort Point Capital Partners
California
$1.48M 15,586 +394 +3%
LA
24
LexAurum Advisors
Kansas
$1.37M 14,405 -24 -0.2%
Wells Fargo
25
Wells Fargo
California
$1.22M 12,914 -19,004 -60%
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