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JPMorgan Diversified Return US Equity ETF
JPUS

Overview Fund Activity

76 hedge funds and large institutions have $301M invested in JPMorgan Diversified Return US Equity ETF in 2024 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 20 increasing their positions, 39 reducing their positions, and 5 closing their positions.

Holders
76
Holders Change
-3
Holders Change %
-3.8%
% of All Funds
1.11%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
2
Increased
20
Reduced
39
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$1.26M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$6.21M
3
Citadel Advisors
3
Citadel Advisors
Florida
$703K
4
Wells Fargo
4
Wells Fargo
California
$1.85M
5
AWM
5
Apollon Wealth Management
South Carolina
$3.97M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$14.9M
2
DJSG
2
D.J. St. Germain
Massachusetts
$52.4M
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$19M
4
GM
4
GeoWealth Management
Illinois
$18.8K
5
MWM
5
Modera Wealth Management
New Jersey
$35.9M
Name Market Value Shares Shares
Change 		Shares
Change %
PA
1
Planning Alternatives
Michigan
$56.4M 516,746 +493 +0.1%
DJSG
2
D.J. St. Germain
Massachusetts
$52.4M 480,132 -24,714 -5%
MWM
3
Modera Wealth Management
New Jersey
$35.9M 329,215 -8,743 -3%
Bank of America
4
Bank of America
North Carolina
$25.5M 233,612 -2,846 -1%
CAPTRUST Financial Advisors
5
CAPTRUST Financial Advisors
North Carolina
$23.4M 214,308 +2,253 +1%
Wealth Enhancement Advisory Services
6
Wealth Enhancement Advisory Services
Minnesota
$19M 174,294 -13,809 -7%
UBS Group
7
UBS Group
Switzerland
$14.9M 136,904 -173,451 -56%
SCM
8
Sterneck Capital Management
Missouri
$8.63M 79,038 +2,785 +4%
JPMorgan Chase & Co
9
JPMorgan Chase & Co
New York
$6.21M 56,872 +5,604 +11%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$6.12M 56,063 -7,342 -12%
Morgan Stanley
11
Morgan Stanley
New York
$4.46M 40,861 -6,758 -14%
AWM
12
Apollon Wealth Management
South Carolina
$3.97M 36,318 +4,080 +13%
HWA
13
HHM Wealth Advisors
Tennessee
$2.62M 23,980 -2,780 -10%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$2.29M 20,927 -1,791 -8%
RF
15
RHS Financial
California
$2.25M 20,609 +2,256 +12%
MWA
16
MN Wealth Advisors
Kansas
$2.24M 20,546 -31 -0.2%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$2.09M 19,118 +375 +2%
LPL Financial
18
LPL Financial
California
$2.09M 19,113 -3,750 -16%
Wells Fargo
19
Wells Fargo
California
$1.85M 16,943 +4,107 +32%
EWA
20
Etesian Wealth Advisors
Oregon
$1.79M 16,380 -3,241 -17%
FPCP
21
Fort Point Capital Partners
California
$1.67M 15,267 -39 -0.3%
Jane Street
22
Jane Street
New York
$1.64M 14,978 -2,455 -14%
EFMC
23
Empire Financial Management Company
New York
$1.33M 12,208 -3,397 -22%
Osaic Holdings
24
Osaic Holdings
Arizona
$1.29M 11,816 -1,859 -14%
Goldman Sachs
25
Goldman Sachs
New York
$1.26M 11,514 +9,080 +373%
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