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JPMorgan Diversified Return US Equity ETF
JPUS

Overview Fund Activity

79 hedge funds and large institutions have $337M invested in JPMorgan Diversified Return US Equity ETF in 2024 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 24 increasing their positions, 33 reducing their positions, and 5 closing their positions.

Holders
79
Holders Change
+4
Holders Change %
+5.33%
% of All Funds
1.15%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
9
Increased
24
Reduced
33
Closed
5
Calls
$448K
Puts
–
Net Calls
+$448K
Net Calls Change
-$35K

Top Buyers

1
Jane Street
1
Jane Street
New York
$1.95M
2
GM
2
GeoWealth Management
Illinois
$1.28M
3
AQR Capital Management
3
AQR Capital Management
Connecticut
$725K
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$763K
5
IFA
5
Interactive Financial Advisors
Illinois
$661K

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$26.5M
2
Morgan Stanley
2
Morgan Stanley
New York
$5.33M
3
Goldman Sachs
3
Goldman Sachs
New York
$273K
4
DJSG
4
D.J. St. Germain
Massachusetts
$56.5M
5
UBS Group
5
UBS Group
Switzerland
$34.8M
Name Market Value Shares Shares
Change 		Shares
Change %
PA
1
Planning Alternatives
Michigan
$57.8M 516,253 -2,152 -0.4%
DJSG
2
D.J. St. Germain
Massachusetts
$56.5M 504,846 -24,524 -5%
MWM
3
Modera Wealth Management
New Jersey
$37.9M 337,958 -8,400 -2%
UBS Group
4
UBS Group
Switzerland
$34.8M 310,355 -20,020 -6%
Bank of America
5
Bank of America
North Carolina
$26.5M 236,458 -229,202 -49%
CAPTRUST Financial Advisors
6
CAPTRUST Financial Advisors
North Carolina
$23.8M 212,055 -2,750 -1%
Wealth Enhancement Advisory Services
7
Wealth Enhancement Advisory Services
Minnesota
$21.1M 188,103 -7,854 -4%
SCM
8
Sterneck Capital Management
Missouri
$8.54M 76,253 +3,537 +5%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$7.1M 63,405 +700 +1%
JPMorgan Chase & Co
10
JPMorgan Chase & Co
New York
$5.74M 51,268 -1,511 -3%
Morgan Stanley
11
Morgan Stanley
New York
$5.33M 47,619 -116,011 -71%
AWM
12
Apollon Wealth Management
South Carolina
$3.61M 32,238 +696 +2%
HWA
13
HHM Wealth Advisors
Tennessee
$3M 26,760 -2,178 -8%
LPL Financial
14
LPL Financial
California
$2.56M 22,863 +159 +0.7%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$2.55M 22,718 – –
MWA
16
MN Wealth Advisors
Kansas
$2.3M 20,577 -118 -0.6%
EWA
17
Etesian Wealth Advisors
Oregon
$2.2M 19,621 -1,188 -6%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$2.1M 18,743 +246 +1%
RF
19
RHS Financial
California
$2.06M 18,353 +1,128 +7%
Jane Street
20
Jane Street
New York
$1.95M 17,433 +12,758 +273%
EFMC
21
Empire Financial Management Company
New York
$1.75M 15,605 -2,212 -12%
FPCP
22
Fort Point Capital Partners
California
$1.71M 15,306 -528 -3%
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$1.7M 15,138 -5,520 -27%
Osaic Holdings
24
Osaic Holdings
Arizona
$1.53M 13,675 +377 +3%
Wells Fargo
25
Wells Fargo
California
$1.44M 12,836 +2,363 +23%
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