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JPMorgan Diversified Return US Equity ETF
JPUS

Overview Fund Activity

82 hedge funds and large institutions have $241M invested in JPMorgan Diversified Return US Equity ETF in 2025 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 30 increasing their positions, 30 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
82
Holders Change
-1
Holders Change %
-1.2%
% of All Funds
1.1%
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
30
Reduced
30
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$2.7M
2
Jones Financial Companies
Jones Financial Companies
Missouri
+$749K
3
UBS Group
UBS Group
Switzerland
+$607K
4
FFA
Farther Finance Advisors
California
+$557K
5
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$514K

Top Sellers

1
PA
Planning Alternatives
Michigan
-$25.3M
2
DJSG
D.J. St. Germain
Massachusetts
-$21.2M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$4.73M
4
Citadel Advisors
Citadel Advisors
Florida
-$2.62M
5
MWM
Modera Wealth Management
New Jersey
-$2.36M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
1
Modera Wealth Management
New Jersey
$32.7M -$2.36M -19,929 -7%
Bank of America
2
Bank of America
North Carolina
$31.4M +$64.2K +543 +0.2%
DJSG
3
D.J. St. Germain
Massachusetts
$30.4M -$21.2M -179,011 -41%
CAPTRUST Financial Advisors
4
CAPTRUST Financial Advisors
North Carolina
$25.2M +$514K +4,352 +2%
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$17.3M -$4.73M -39,356 -21%
UBS Group
6
UBS Group
Switzerland
$15.9M +$607K +5,135 +4%
SCM
7
Sterneck Capital Management
Missouri
$10M +$374K +3,162 +4%
LPL Financial
8
LPL Financial
California
$6.78M +$2.7M +22,857 +66%
JPMorgan Chase & Co
9
JPMorgan Chase & Co
New York
$6.13M -$690K -5,842 -10%
AWM
10
Apollon Wealth Management
South Carolina
$5.55M +$220K +1,865 +4%
Morgan Stanley
11
Morgan Stanley
New York
$5.4M +$239K +2,022 +5%
Raymond James Financial
12
Raymond James Financial
Florida
$4.85M +$382K +3,231 +9%
VT
13
Vise Technologies
New York
$3.26M +$3.26M +27,593 New
Jones Financial Companies
14
Jones Financial Companies
Missouri
$3.2M +$749K +6,371 +31%
HWA
15
HHM Wealth Advisors
Tennessee
$2.63M – – –
Wells Fargo
16
Wells Fargo
California
$2.62M +$115K +972 +5%
PA
17
Planning Alternatives
Michigan
$2.56M -$25.3M -214,424 -91%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$2.41M +$11.8K +100 +0.5%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$2.35M +$110K +932 +5%
MWA
20
MN Wealth Advisors
Kansas
$1.98M -$277K -2,347 -12%
FPCP
21
Fort Point Capital Partners
California
$1.89M -$21.2K -179 -1%
IWN
22
Independent Wealth Network
Iowa
$1.49M +$14.2K +120 +1%
FFA
23
Farther Finance Advisors
California
$1.38M +$557K +4,710 +67%
AQR Capital Management
24
AQR Capital Management
Connecticut
$1.38M +$165K +1,398 +14%
RF
25
RHS Financial
California
$1.29M +$4.96K +42 +0.4%
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