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JPMorgan Diversified Return US Equity ETF
JPUS

Overview Fund Activity

70 hedge funds and large institutions have $335M invested in JPMorgan Diversified Return US Equity ETF in 2023 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 21 increasing their positions, 30 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
70
Holders Change
-4
Holders Change %
-5.41%
% of All Funds
1.12%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
6
Increased
21
Reduced
30
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$19.5M
2
Citadel Advisors
Citadel Advisors
Florida
+$1.43M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$1.08M
4
Goldman Sachs
Goldman Sachs
New York
+$992K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$559K

Top Sellers

1
SIA
SkyView Investment Advisors
New Jersey
-$4.63M
2
DJSG
D.J. St. Germain
Massachusetts
-$3.93M
3
EFMC
Empire Financial Management Company
New York
-$1.44M
4
MWM
Modera Wealth Management
New Jersey
-$1.14M
5
Jane Street
Jane Street
New York
-$932K
Name Holding Trade Value Shares
Change 		Shares
Change %
DJSG
1
D.J. St. Germain
Massachusetts
$53.9M -$3.93M -41,856 -7%
PA
2
Planning Alternatives
Michigan
$48.2M -$392K -4,175 -0.8%
Bank of America
3
Bank of America
North Carolina
$44.1M -$262K -2,790 -0.6%
MWM
4
Modera Wealth Management
New Jersey
$33.1M -$1.14M -12,095 -3%
UBS Group
5
UBS Group
Switzerland
$31.3M -$457K -4,861 -1%
CAPTRUST Financial Advisors
6
CAPTRUST Financial Advisors
North Carolina
$20.6M +$293K +3,117 +1%
Wealth Enhancement Advisory Services
7
Wealth Enhancement Advisory Services
Minnesota
$19.5M +$19.5M +208,037 New
Morgan Stanley
8
Morgan Stanley
New York
$17.5M +$50.3K +535 +0.3%
SCM
9
Sterneck Capital Management
Missouri
$6.98M +$23.9K +254 +0.3%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$6.01M -$388K -4,132 -6%
JPMorgan Chase & Co
11
JPMorgan Chase & Co
New York
$5.37M +$1.08M +11,498 +25%
BAM
12
Bellevue Asset Management
Washington
$5.1M -$128K -1,359 -2%
LPL Financial
13
LPL Financial
California
$3.9M -$418K -4,447 -10%
AWM
14
Apollon Wealth Management
South Carolina
$2.97M +$44.8K +477 +2%
HWA
15
HHM Wealth Advisors
Tennessee
$2.77M -$129K -1,378 -4%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$2.13M -$7.52K -80 -0.4%
EFMC
17
Empire Financial Management Company
New York
$2.07M -$1.44M -15,374 -41%
Goldman Sachs
18
Goldman Sachs
New York
$1.98M +$992K +10,558 +100%
EWA
19
Etesian Wealth Advisors
Oregon
$1.94M +$73.2K +779 +4%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$1.75M +$5.83K +62 +0.3%
FPCP
21
Fort Point Capital Partners
California
$1.5M -$14.5K -154 -1%
Citadel Advisors
22
Citadel Advisors
Florida
$1.43M +$1.43M +15,239 New
RF
23
RHS Financial
California
$1.31M -$23.7K -252 -2%
Osaic Holdings
24
Osaic Holdings
Arizona
$1.22M +$188K +2,006 +18%
PG
25
Patten Group
Tennessee
$1.22M +$118K +1,251 +11%
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