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JPMorgan Diversified Return US Equity ETF
JPUS

Overview Fund Activity

75 hedge funds and large institutions have $352M invested in JPMorgan Diversified Return US Equity ETF in 2023 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 13 increasing their positions, 46 reducing their positions, and 3 closing their positions.

Holders
75
Holders Change
+5
Holders Change %
+7.14%
% of All Funds
1.1%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
9
Increased
13
Reduced
46
Closed
3
Calls
$483K
Puts
–
Net Calls
+$483K
Net Calls Change
+$483K

Top Buyers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$2.12M
2
Goldman Sachs
2
Goldman Sachs
New York
$3.04M
3
SC
3
Schiavi & Co
Delaware
$675K
4
PA
4
Planning Alternatives
Michigan
$53.3M
5
FTUS
5
Flow Traders U.S.
New York
$453K

Top Sellers

1
BAM
1
Bellevue Asset Management
Washington
$957K
2
DJSG
2
D.J. St. Germain
Massachusetts
$54.4M
3
IFA
3
Interactive Financial Advisors
Illinois
$533K
4
Morgan Stanley
4
Morgan Stanley
New York
$16.8M
5
LPL Financial
5
LPL Financial
California
$2.33M
Name Market Value Shares Shares
Change 		Shares
Change %
DJSG
1
D.J. St. Germain
Massachusetts
$54.4M 529,370 -44,362 -8%
PA
2
Planning Alternatives
Michigan
$53.3M 518,405 +4,757 +0.9%
Bank of America
3
Bank of America
North Carolina
$47.8M 465,660 -3,705 -0.8%
MWM
4
Modera Wealth Management
New Jersey
$35.6M 346,358 -6,415 -2%
UBS Group
5
UBS Group
Switzerland
$33.9M 330,375 -2,825 -0.8%
CAPTRUST Financial Advisors
6
CAPTRUST Financial Advisors
North Carolina
$22.1M 214,805 -4,506 -2%
Wealth Enhancement Advisory Services
7
Wealth Enhancement Advisory Services
Minnesota
$20.1M 195,957 -12,080 -6%
Morgan Stanley
8
Morgan Stanley
New York
$16.8M 163,630 -22,852 -12%
SCM
9
Sterneck Capital Management
Missouri
$7.47M 72,716 -1,555 -2%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$6.44M 62,705 -1,272 -2%
JPMorgan Chase & Co
11
JPMorgan Chase & Co
New York
$5.42M 52,779 -4,395 -8%
AWM
12
Apollon Wealth Management
South Carolina
$3.24M 31,542 -90 -0.3%
Goldman Sachs
13
Goldman Sachs
New York
$3.04M 29,593 +8,502 +40%
HWA
14
HHM Wealth Advisors
Tennessee
$2.97M 28,938 -520 -2%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$2.33M 22,718 – –
LPL Financial
16
LPL Financial
California
$2.33M 22,704 -18,862 -45%
EWA
17
Etesian Wealth Advisors
Oregon
$2.14M 20,809 +193 +0.9%
MWA
18
MN Wealth Advisors
Kansas
$2.13M 20,695 +20,695 New
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$2.12M 20,658 +10,338 +100%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$1.9M 18,497 -77 -0.4%
EFMC
21
Empire Financial Management Company
New York
$1.83M 17,817 -4,203 -19%
RF
22
RHS Financial
California
$1.77M 17,225 +3,239 +23%
FPCP
23
Fort Point Capital Partners
California
$1.63M 15,834 -142 -0.9%
PG
24
Patten Group
Tennessee
$1.53M 14,853 +1,858 +14%
Osaic Holdings
25
Osaic Holdings
Arizona
$1.37M 13,298 +267 +2%
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