JPMorgan Diversified Return US Equity ETF
JPUS
85 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 6 funds opening new positions, 27 increasing their positions, 33 reducing their positions, and 3 closing their positions.
100% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 3
0% more funds holding
Funds holding: 85 → 85 (0)
1.87% less ownership
Funds ownership: 71.92% → 70.05% (-1.9%)
9% less capital invested
Capital invested by funds: $314M → $285M (-$29.5M)
18% less repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 33
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$3.07M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$2.64M |
| 3 |
LPL Financial
San Diego,
California
|
+$1.4M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$886K |
| 5 |
Jane Street
New York
|
+$848K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PA
Planning Alternatives
Birmingham,
Michigan
|
-$33.7M |
| 2 |
CIA
Concurrent Investment Advisors
Tampa,
Florida
|
-$2.51M |
| 3 |
Raymond James Financial
St Petersburg,
Florida
|
-$2.39M |
| 4 |
MWM
Modera Wealth Management
Westwood,
New Jersey
|
-$1.26M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.04M |
JPUS Hedge Fund Activity: Q1 2025 in Review
85 of the 7,472 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Diversified Return US Equity ETF (JPUS) for Q1 2025, worth a combined $285M — down 9.4% from $314M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new JPUS positions and 3 closed out — a net gain of 3 holders — while 27 added to existing stakes and 33 trimmed.
The largest buyer was Wealth Enhancement Advisory Services, adding an estimated $3.07M. The largest seller was Planning Alternatives, cutting an estimated $33.7M.
- 85 institutional investors held JPMorgan Diversified Return US Equity ETF (JPUS) as of Q1 2025, unchanged from Q4 2024.
- Funds reported $285M of JPMorgan Diversified Return US Equity ETF stock for Q1 2025, down 9.4% quarter-over-quarter.
- 6 funds opened new JPMorgan Diversified Return US Equity ETF positions in Q1 2025 and 3 closed out, a net change of +3 holders.
- The largest JPMorgan Diversified Return US Equity ETF buyer in Q1 2025 was Wealth Enhancement Advisory Services, an estimated $3.07M added.
- The largest JPMorgan Diversified Return US Equity ETF seller in Q1 2025 was Planning Alternatives, an estimated $33.7M sold.
Based on aggregated 13F filings for Q1 2025.