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JPUS

JPMorgan Diversified Return US Equity ETF

84 hedge funds and large institutions have $252M invested in JPMorgan Diversified Return US Equity ETF in 2025 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 25 increasing their positions, 33 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 7

1% more funds holding

Funds holding: 8384 (+1)

4% more capital invested

Capital invested by funds: $243M → $252M (+$9.66M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.96% less ownership

Funds ownership: 65.6%64.64% (-0.96%)

24% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 33

Holders
84
Holders Change
+1
Holders Change %
+1.2%
% of All Funds
1.1%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
8
Increased
25
Reduced
33
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$34M +$1.03M +8,485 +3%
MWM
2
Modera Wealth Management
New Jersey
$33.8M -$546K -4,506 -2%
DJSG
3
D.J. St. Germain
Massachusetts
$30.9M -$977K -8,055 -3%
CAPTRUST Financial Advisors
4
CAPTRUST Financial Advisors
North Carolina
$27.3M +$830K +6,844 +3%
UBS Group
5
UBS Group
Switzerland
$16.3M -$411K -3,387 -3%
Wealth Enhancement Advisory Services
6
Wealth Enhancement Advisory Services
Minnesota
$16.3M -$1.46M -12,041 -8%
SCM
7
Sterneck Capital Management
Missouri
$10.7M +$199K +1,642 +2%
LPL Financial
8
LPL Financial
California
$7.9M +$767K +6,326 +11%
AWM
9
Apollon Wealth Management
South Carolina
$6.35M +$522K +4,305 +9%
JP Morgan Chase
10
JP Morgan Chase
New York
$6.28M -$141K -1,164 -2%
Morgan Stanley
11
Morgan Stanley
New York
$5.76M +$102K +843 +2%
Raymond James Financial
12
Raymond James Financial
Florida
$5.11M +$22.9K +189 +0.5%
Jones Financial Companies
13
Jones Financial Companies
Missouri
$4.71M +$1.33M +10,980 +40%
Osaic Holdings
14
Osaic Holdings
Arizona
$3.38M +$1.19M +9,844 +56%
Wells Fargo
15
Wells Fargo
California
$2.83M +$76.5K +631 +3%
HWA
16
HHM Wealth Advisors
Tennessee
$2.76M
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$2.56M +$26.7K +220 +1%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$2.36M -$107K -879 -4%
MWA
19
MN Wealth Advisors
Kansas
$2.01M -$63.8K -526 -3%
PA
20
Planning Alternatives
Michigan
$1.86M -$811K -6,692 -31%
IWN
21
Independent Wealth Network
Iowa
$1.8M +$224K +1,851 +15%
Jane Street
22
Jane Street
New York
$1.76M +$1.48M +12,173 +600%
AQR Capital Management
23
AQR Capital Management
Connecticut
$1.56M +$107K +886 +8%
PAG
24
Private Advisor Group
New Jersey
$1.43M +$334K +2,751 +31%
FFA
25
Farther Finance Advisors
California
$1.38M -$66K -544 -5%

JPUS Hedge Fund Activity: Q3 2025 in Review

84 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Diversified Return US Equity ETF (JPUS) for Q3 2025, worth a combined $252M — up 4% from $243M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new JPUS positions and 7 closed out — a net gain of 1 holder — while 25 added to existing stakes and 33 trimmed.

The largest buyer was Jane Street, adding an estimated $1.48M. The largest seller was Vise Technologies, cutting an estimated $3M.

  • 84 institutional investors held JPMorgan Diversified Return US Equity ETF (JPUS) as of Q3 2025, up from 83 in Q2 2025.
  • Funds reported $252M of JPMorgan Diversified Return US Equity ETF stock for Q3 2025, up 4% quarter-over-quarter.
  • 8 funds opened new JPMorgan Diversified Return US Equity ETF positions in Q3 2025 and 7 closed out, a net change of +1 holder.
  • The largest JPMorgan Diversified Return US Equity ETF buyer in Q3 2025 was Jane Street, an estimated $1.48M added.
  • The largest JPMorgan Diversified Return US Equity ETF seller in Q3 2025 was Vise Technologies, an estimated $3M sold.

Based on aggregated 13F filings for Q3 2025.