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JPUS

JPMorgan Diversified Return US Equity ETF

83 hedge funds and large institutions have $243M invested in JPMorgan Diversified Return US Equity ETF in 2025 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 31 increasing their positions, 29 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 29

1% less funds holding

Funds holding: 8483 (-1)

4.4% less ownership

Funds ownership: 70%65.6% (-4.4%)

14% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 7

15% less capital invested

Capital invested by funds: $285M → $243M (-$42.1M)

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
83
Holders Change
-1
Holders Change %
-1.19%
% of All Funds
1.09%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
6
Increased
31
Reduced
29
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
1
Modera Wealth Management
New Jersey
$32.7M -$2.27M -19,929 -7%
Bank of America
2
Bank of America
North Carolina
$31.4M +$61.8K +543 +0.2%
DJSG
3
D.J. St. Germain
Massachusetts
$30.4M -$20.4M -179,011 -41%
CAPTRUST Financial Advisors
4
CAPTRUST Financial Advisors
North Carolina
$25.2M +$496K +4,352 +2%
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$17.3M -$4.48M -39,356 -21%
UBS Group
6
UBS Group
Switzerland
$15.9M +$585K +5,135 +4%
SCM
7
Sterneck Capital Management
Missouri
$10M +$360K +3,162 +4%
LPL Financial
8
LPL Financial
California
$6.78M +$2.6M +22,857 +66%
JP Morgan Chase
9
JP Morgan Chase
New York
$6.13M -$665K -5,842 -10%
AWM
10
Apollon Wealth Management
South Carolina
$5.55M +$212K +1,865 +4%
Morgan Stanley
11
Morgan Stanley
New York
$5.4M +$230K +2,022 +5%
Raymond James Financial
12
Raymond James Financial
Florida
$4.85M +$368K +3,231 +9%
VT
13
Vise Technologies
New York
$3.26M +$3.14M +27,593 New
Jones Financial Companies
14
Jones Financial Companies
Missouri
$3.2M +$726K +6,371 +31%
HWA
15
HHM Wealth Advisors
Tennessee
$2.63M
Wells Fargo
16
Wells Fargo
California
$2.62M +$111K +972 +5%
PA
17
Planning Alternatives
Michigan
$2.56M -$24.4M -214,424 -91%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$2.41M +$11.4K +100 +0.5%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$2.35M +$106K +932 +5%
Osaic Holdings
20
Osaic Holdings
Arizona
$2.09M +$213K +1,872 +12%
MWA
21
MN Wealth Advisors
Kansas
$1.98M -$267K -2,347 -12%
FPCP
22
Fort Point Capital Partners
California
$1.89M -$20.4K -179 -1%
IWN
23
Independent Wealth Network
Iowa
$1.49M +$13.7K +120 +1%
FFA
24
Farther Finance Advisors
California
$1.38M +$536K +4,710 +67%
AQR Capital Management
25
AQR Capital Management
Connecticut
$1.38M +$159K +1,398 +14%

JPUS Hedge Fund Activity: Q2 2025 in Review

83 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Diversified Return US Equity ETF (JPUS) for Q2 2025, worth a combined $243M — down 15% from $285M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of JPUS and 6 opened new positions — a net loss of 1 holder — while 29 trimmed existing stakes and 31 added.

The largest buyer was LPL Financial, adding an estimated $2.6M. The largest seller was Planning Alternatives, cutting an estimated $24.4M.

  • 83 institutional investors held JPMorgan Diversified Return US Equity ETF (JPUS) as of Q2 2025, down from 84 in Q1 2025.
  • Funds reported $243M of JPMorgan Diversified Return US Equity ETF stock for Q2 2025, down 15% quarter-over-quarter.
  • 6 funds opened new JPMorgan Diversified Return US Equity ETF positions in Q2 2025 and 7 closed out, a net change of -1 holder.
  • The largest JPMorgan Diversified Return US Equity ETF buyer in Q2 2025 was LPL Financial, an estimated $2.6M added.
  • The largest JPMorgan Diversified Return US Equity ETF seller in Q2 2025 was Planning Alternatives, an estimated $24.4M sold.

Based on aggregated 13F filings for Q2 2025.