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JPMorgan Diversified Return US Equity ETF
JPUS

Overview Fund Activity

77 hedge funds and large institutions have $321M invested in JPMorgan Diversified Return US Equity ETF in 2024 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 23 increasing their positions, 31 reducing their positions, and 4 closing their positions.

Holders
77
Holders Change
+1
Holders Change %
+1.32%
% 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
5
Increased
23
Reduced
31
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$3.56M
2
Jones Financial Companies
2
Jones Financial Companies
Missouri
$1M
3
Wells Fargo
3
Wells Fargo
California
$2.71M
4
NL
4
NWAM LLC
Washington
$463K
5
SCM
5
Sterneck Capital Management
Missouri
$9.79M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$25.4M
2
DJSG
2
D.J. St. Germain
Massachusetts
$55.7M
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$19.5M
4
Jane Street
4
Jane Street
New York
$679K
5
MWM
5
Modera Wealth Management
New Jersey
$38.3M
Name Market Value Shares Shares
Change 		Shares
Change %
PA
1
Planning Alternatives
Michigan
$61.9M 516,873 +127 +0%
DJSG
2
D.J. St. Germain
Massachusetts
$55.7M 465,682 -14,450 -3%
MWM
3
Modera Wealth Management
New Jersey
$38.3M 320,109 -9,106 -3%
CAPTRUST Financial Advisors
4
CAPTRUST Financial Advisors
North Carolina
$25.5M 213,253 -1,055 -0.5%
Bank of America
5
Bank of America
North Carolina
$25.4M 211,949 -21,663 -9%
Wealth Enhancement Advisory Services
6
Wealth Enhancement Advisory Services
Minnesota
$19.5M 163,253 -11,041 -6%
UBS Group
7
UBS Group
Switzerland
$15.5M 129,794 -7,110 -5%
SCM
8
Sterneck Capital Management
Missouri
$9.79M 81,810 +2,772 +4%
JPMorgan Chase & Co
9
JPMorgan Chase & Co
New York
$6.6M 55,181 -1,691 -3%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$6.11M 51,029 -5,034 -9%
Morgan Stanley
11
Morgan Stanley
New York
$4.9M 40,984 +123 +0.3%
AWM
12
Apollon Wealth Management
South Carolina
$4.46M 37,295 +977 +3%
LPL Financial
13
LPL Financial
California
$3.56M 29,729 +10,616 +56%
HWA
14
HHM Wealth Advisors
Tennessee
$2.75M 22,970 -1,010 -4%
Wells Fargo
15
Wells Fargo
California
$2.71M 22,675 +5,732 +34%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$2.5M 20,879 -48 -0.2%
MWA
17
MN Wealth Advisors
Kansas
$2.34M 19,569 -977 -5%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$2.06M 17,201 -1,917 -10%
RF
19
RHS Financial
California
$2.02M 16,851 -3,758 -18%
FPCP
20
Fort Point Capital Partners
California
$1.85M 15,484 +217 +1%
EFMC
21
Empire Financial Management Company
New York
$1.39M 11,621 -587 -5%
Goldman Sachs
22
Goldman Sachs
New York
$1.38M 11,514 – –
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$1.32M 11,049 +1,286 +13%
IWN
24
Independent Wealth Network
Iowa
$1.23M 10,280 +223 +2%
LA
25
LexAurum Advisors
Kansas
$1.17M 9,781 -548 -5%
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