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JPUS

JPMorgan Diversified Return US Equity ETF

86 hedge funds and large institutions have $278M invested in JPMorgan Diversified Return US Equity ETF in 2025 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 27 increasing their positions, 30 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

38% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 8

10% more capital invested

Capital invested by funds: $252M → $278M (+$25.5M)

6.79% more ownership

Funds ownership: 64.64%71.43% (+6.8%)

2% more funds holding

Funds holding: 8486 (+2)

10% less repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 30

Holders
86
Holders Change
+2
Holders Change %
+2.38%
% of All Funds
1.05%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.02%
New
11
Increased
27
Reduced
30
Closed
8
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
$34.5M +$487K +3,943 +1%
MWM
2
Modera Wealth Management
New Jersey
$32.8M -$969K -7,840 -3%
DJSG
3
D.J. St. Germain
Massachusetts
$30.3M -$510K -4,125 -2%
CAPTRUST Financial Advisors
4
CAPTRUST Financial Advisors
North Carolina
$27.9M +$568K +4,600 +2%
HAG
5
HighPoint Advisor Group
Illinois
$19.1M +$19.1M +154,334 New
UBS Group
6
UBS Group
Switzerland
$16.4M +$67.3K +545 +0.4%
Wealth Enhancement Advisory Services
7
Wealth Enhancement Advisory Services
Minnesota
$15.8M -$862K -6,978 -5%
SCM
8
Sterneck Capital Management
Missouri
$11M +$324K +2,624 +3%
LPL Financial
9
LPL Financial
California
$8.59M +$689K +5,577 +9%
Morgan Stanley
10
Morgan Stanley
New York
$6.3M +$536K +4,335 +9%
JP Morgan Chase
11
JP Morgan Chase
New York
$5.59M -$686K -5,553 -11%
Raymond James Financial
12
Raymond James Financial
Florida
$5.55M +$433K +3,501 +8%
Jones Financial Companies
13
Jones Financial Companies
Missouri
$5.16M +$426K +3,447 +9%
FIT
14
Financially in Tune
Massachusetts
$4.85M +$4.84M +39,156 New
AWM
15
Apollon Wealth Management
South Carolina
$4.85M -$1.5M -12,110 -24%
Osaic Holdings
16
Osaic Holdings
Arizona
$3.79M +$373K +3,020 +11%
VT
17
Vise Technologies
New York
$2.91M +$2.55M +20,627 +716%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$2.8M +$440K +3,564 +19%
Wells Fargo
19
Wells Fargo
California
$2.77M -$59.3K -480 -2%
HWA
20
HHM Wealth Advisors
Tennessee
$2.73M -$31.5K -255 -1%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$2.57M +$13.1K +106 +0.5%
MWA
22
MN Wealth Advisors
Kansas
$1.97M -$40.8K -330 -2%
IWN
23
Independent Wealth Network
Iowa
$1.92M +$126K +1,019 +7%
SC
24
Schiavi & Co
Delaware
$1.79M +$2.45M +19,843 +302%
AQR Capital Management
25
AQR Capital Management
Connecticut
$1.57M +$10.5K +85 +0.7%

JPUS Hedge Fund Activity: Q4 2025 in Review

86 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Diversified Return US Equity ETF (JPUS) for Q4 2025, worth a combined $278M — up 10% from $252M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new JPUS positions and 8 closed out — a net gain of 3 holders — while 27 added to existing stakes and 30 trimmed.

The largest buyer was HighPoint Advisor Group, opening a new position worth an estimated $19.1M. The largest seller was Apollon Wealth Management, cutting an estimated $1.5M.

  • 86 institutional investors held JPMorgan Diversified Return US Equity ETF (JPUS) as of Q4 2025, up from 84 in Q3 2025.
  • Funds reported $278M of JPMorgan Diversified Return US Equity ETF stock for Q4 2025, up 10% quarter-over-quarter.
  • 11 funds opened new JPMorgan Diversified Return US Equity ETF positions in Q4 2025 and 8 closed out, a net change of +3 holders.
  • The largest JPMorgan Diversified Return US Equity ETF buyer in Q4 2025 was HighPoint Advisor Group, an estimated $19.1M added.
  • The largest JPMorgan Diversified Return US Equity ETF seller in Q4 2025 was Apollon Wealth Management, an estimated $1.5M sold.

Based on aggregated 13F filings for Q4 2025.