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JPMorgan Diversified Return US Equity ETF
JPUS

Overview Fund Activity

83 hedge funds and large institutions have $285M invested in JPMorgan Diversified Return US Equity ETF in 2025 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 28 increasing their positions, 32 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
83
Holders Change
-2
Holders Change %
-2.35%
% of All Funds
1.13%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
5
Increased
28
Reduced
32
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$3.04M
2
Citadel Advisors
Citadel Advisors
Florida
+$2.62M
3
LPL Financial
LPL Financial
California
+$1.39M
4
Osaic Holdings
Osaic Holdings
Arizona
+$879K
5
Jane Street
Jane Street
New York
+$841K

Top Sellers

1
PA
Planning Alternatives
Michigan
-$33.4M
2
CIA
Concurrent Investment Advisors
Florida
-$2.51M
3
Raymond James Financial
Raymond James Financial
Florida
-$2.37M
4
MWM
Modera Wealth Management
New Jersey
-$1.25M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.03M
Name Holding Trade Value Shares
Change 		Shares
Change %
DJSG
1
D.J. St. Germain
Massachusetts
$50.2M -$996K -8,647 -2%
MWM
2
Modera Wealth Management
New Jersey
$34.2M -$1.25M -10,831 -4%
Bank of America
3
Bank of America
North Carolina
$30.5M +$218K +1,894 +0.7%
PA
4
Planning Alternatives
Michigan
$27.2M -$33.4M -290,081 -55%
CAPTRUST Financial Advisors
5
CAPTRUST Financial Advisors
North Carolina
$24.1M +$495K +4,299 +2%
Wealth Enhancement Advisory Services
6
Wealth Enhancement Advisory Services
Minnesota
$21.1M +$3.04M +26,429 +17%
UBS Group
7
UBS Group
Switzerland
$14.9M -$63.1K -548 -0.4%
SCM
8
Sterneck Capital Management
Missouri
$9.4M +$118K +1,028 +1%
JPMorgan Chase & Co
9
JPMorgan Chase & Co
New York
$6.65M +$249K +2,160 +4%
AWM
10
Apollon Wealth Management
South Carolina
$5.19M +$595K +5,166 +13%
Morgan Stanley
11
Morgan Stanley
New York
$5.03M +$140K +1,218 +3%
Raymond James Financial
12
Raymond James Financial
Florida
$4.36M -$2.37M -20,532 -35%
LPL Financial
13
LPL Financial
California
$3.98M +$1.39M +12,084 +54%
Citadel Advisors
14
Citadel Advisors
Florida
$2.62M +$2.62M +22,713 New
HWA
15
HHM Wealth Advisors
Tennessee
$2.57M – – –
Wells Fargo
16
Wells Fargo
California
$2.44M -$74.1K -643 -3%
Jones Financial Companies
17
Jones Financial Companies
Missouri
$2.38M +$496K +4,350 +26%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$2.34M -$65.2K -566 -3%
MWA
19
MN Wealth Advisors
Kansas
$2.2M -$50.5K -438 -2%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$2.19M +$224K +1,943 +11%
FPCP
21
Fort Point Capital Partners
California
$1.86M +$65.9K +572 +4%
Osaic Holdings
22
Osaic Holdings
Arizona
$1.82M +$879K +7,625 +93%
IWN
23
Independent Wealth Network
Iowa
$1.44M +$21.9K +190 +2%
Jane Street
24
Jane Street
New York
$1.42M +$841K +7,298 +146%
EFMC
25
Empire Financial Management Company
New York
$1.26M -$51.7K -449 -4%
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