JPMorgan Diversified Return US Equity

JPUS • ARCA

JPMorgan Diversified Return US Equity is an exchange-traded fund on ARCA. As of Q3 2025, 78 institutional investors hold shares in this ETF, with total holdings valued at $246.4M. BANK OF AMERICA CORP /DE/ is the largest holder with a position valued at $34.0M.

Overview

Overview of institutional ownership in JPUS as of Q3 2025

All Institutions

Institutions: 78
Value Held: $246.4M
Shares Held: 2.0M
Avg Position: $3.2M
Median Position: $477.8K

Hedge Funds

Hedge Funds: 2
Value Held: $1.9M
Shares Held: 15.7K
Avg Position: $971.2K
Median Position: $971.2K

Biggest Investors

Institutions with the largest positions in JPUS as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
BANK OF AMERICA CORP /DE/ Institution	Brian T. Moynihan CEO	$34.0M 0.00% of portfolio	274.1K shares	Q4 2022 Held for 2y 11m	$1.33T
M Modera Wealth Management, LLC RIA/Wealth	Thomas Anthony Orecchio CEO	$33.8M 0.39% of portfolio	272.4K shares	Q4 2022 Held for 2y 11m	$8.6B
ST GERMAIN D J CO INC RIA/Wealth	Michael Robert Matty President	$30.9M 1.23% of portfolio	249.0K shares	Q2 2023 Held for 2y 5m	$2.5B
CAPTRUST FINANCIAL ADVISORS RIA/Wealth	James Fielding Miller CEO	$27.3M 0.06% of portfolio	220.3K shares	Q4 2022 Held for 2y 11m	$48.9B
UBS Group AG Institution	Sergio P. Ermotti CEO	$16.3M 0.00% of portfolio	131.4K shares	Q4 2022 Held for 2y 11m	$511.54B
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC RIA/Wealth	James Loren Cahn Chairman	$16.3M 0.02% of portfolio	131.7K shares	Q3 2023 Held for 2y 2m	$65.5B
Sterneck Capital Management, LLC RIA/Wealth	Robin Peppe Sterneck President	$10.7M 4.98% of portfolio	86.4K shares	Q4 2022 Held for 2y 11m	$215.0M
L LPL Financial LLC Institution	-	$7.9M 0.00% of portfolio	63.7K shares	Q4 2022 Held for 2y 11m	$340.07B
Apollon Wealth Management, LLC RIA/Wealth	Michael Jason Dolberg CEO	$6.4M 0.11% of portfolio	51.3K shares	Q4 2022 Held for 2y 11m	$5.6B
JPMORGAN CHASE & CO Institution	Jamie Dimon CEO	$6.3M 0.00% of portfolio	50.7K shares	Q1 2023 Held for 2y 8m	$1.56T

Net Capital Flow

Institutional buying and selling activity for JPUS in Q3 2025

Traded: +$215.2K
Buyers: 34
Sellers: 35
Total Bought: +$9.8M
Total Sold: −$9.6M
Avg Position: $2.9M

Biggest Buyers

Institution	Net Bought	Current Position
J JANE STREET GROUP, LLC Institution	+$1.5M +12.2K shares	$1.8M 14.2K shares
J JONES FINANCIAL COMPANIES LLLP Institution	+$1.4M +11.0K shares	$4.7M 38.2K shares
A Advisor Group Holdings, Inc. Institution	+$1.2M +9.8K shares	$3.4M 27.5K shares
BANK OF AMERICA CORP /DE/ Institution	+$1.1M +8.5K shares	$34.0M 274.1K shares
CAPTRUST FINANCIAL ADVISORS RIA/Wealth	+$848.0K +6.8K shares	$27.3M 220.3K shares
L LPL Financial LLC Institution	+$783.9K +6.3K shares	$7.9M 63.7K shares
Apollon Wealth Management, LLC RIA/Wealth	+$533.4K +4.3K shares	$6.4M 51.3K shares
Spire Wealth Management RIA/Wealth	+$374.2K +3.0K shares	$374.2K 3.0K shares
Private Advisor Group, LLC RIA/Wealth	+$340.9K +2.8K shares	$1.4M 11.5K shares
ENVESTNET ASSET MANAGEMENT INC Long Only Manager	+$233.2K +1.9K shares	$233.2K 1.9K shares

Biggest Sellers

Institution	Net Sold	Current Position
Fort Point Capital Partners, LLC Fund of Funds	−$1.9M −16.0K shares	Sold Off 0 shares
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC RIA/Wealth	−$1.5M −12.0K shares	$16.3M 131.7K shares
V Vise Technologies, Inc. Institution	−$1.4M −11.6K shares	$357.1K 2.9K shares
ST GERMAIN D J CO INC RIA/Wealth	−$998.1K −8.1K shares	$30.9M 249.0K shares
GOLDMAN SACHS GROUP INC Institution	−$902.2K −7.6K shares	Sold Off 0 shares
PLANNING ALTERNATIVES LTD /ADV RIA/Wealth	−$829.2K −6.7K shares	$1.9M 15.0K shares
M Modera Wealth Management, LLC RIA/Wealth	−$558.3K −4.5K shares	$33.8M 272.4K shares
UBS Group AG Institution	−$419.7K −3.4K shares	$16.3M 131.4K shares
JPMORGAN CHASE & CO Institution	−$144.2K −1.2K shares	$6.3M 50.7K shares
I Interactive Financial Advisors RIA/Wealth	−$144.0K −1.2K shares	$514.7K 4.2K shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited JPUS in Q3 2025

New Positions: 5
New Value: $825.7K
Exited Positions: 7
Exited Value: $3.0M

New Positions

Institution	Position Value
Spire Wealth Management RIA/Wealth	$374.2K 3.0K shares
Rockefeller Capital Management L.P. Long Only Manager	$205.7K 1.7K shares
G GTS SECURITIES LLC Institution	$201.8K 1.6K shares
Horizon Investments, LLC/SC Long Only Manager	$37.3K 301.0 shares
Capital Investment Advisory Services, LLC RIA/Wealth	$6.6K 53.0 shares

Exited Positions

Institution	Previous Position
Fort Point Capital Partners, LLC Fund of Funds	$1.9M 16.0K shares
GOLDMAN SACHS GROUP INC Institution	$902.2K 7.6K shares
Ameritas Advisory Services, LLC RIA/Wealth	$105.2K 890.0 shares
A AMERIFLEX GROUP, INC. Institution	$43.8K 373.0 shares
$US BANCORP \DE\ logo$ US BANCORP \DE\ Institution	$32.5K 275.0 shares
PNC FINANCIAL SERVICES GROUP, INC. Institution	$24.7K 209.0 shares
Paladin Advisory Group, LLC RIA/Wealth	$5.6K 47.0 shares

Options Activity

Institutions with the largest Call and Put options positions in JPUS as of Q3 2025

Call Positions: 0
Call Value: -
Put Positions: 0
Put Value: -

Call Positions

Institution	Position Value
No call positions found

Put Positions

Institution	Position Value
No put positions found

Most Committed Institutions

Institutions with JPUS as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
Sterneck Capital Management, LLC RIA/Wealth	Robin Peppe Sterneck President	4.98% $10.7M	86.4K shares	Q4 2022 Held for 2y 11m	$215.0M
ST GERMAIN D J CO INC RIA/Wealth	Michael Robert Matty President	1.23% $30.9M	249.0K shares	Q2 2023 Held for 2y 5m	$2.5B
M MN Wealth Advisors, LLC RIA/Wealth	Anthony Richard Moeller CCO	1.15% $2.0M	16.2K shares	Q4 2023 Held for 1y 11m	$175.6M
Clear Point Advisors Inc. RIA/Wealth	Steven Charles Brill President	0.79% $1.0M	8.1K shares	Q4 2023 Held for 1y 11m	$126.8M
RHS Financial, LLC RIA/Wealth	Risley Hollingsworth Sams Managing Partner	0.69% $1.3M	10.7K shares	Q1 2023 Held for 2y 8m	$191.7M
Avant Capital LLC RIA/Wealth	Jacob Loren Nagy CEO	0.63% $900.0K	7.3K shares	Q4 2024 Held for 11 months	$142.1M
Independent Wealth Network Inc. RIA/Wealth	Stephen Michael Fisher Managing Partner	0.59% $1.8M	14.5K shares	Q4 2022 Held for 2y 11m	$305.8M
M Modera Wealth Management, LLC RIA/Wealth	Thomas Anthony Orecchio CEO	0.39% $33.8M	272.4K shares	Q4 2022 Held for 2y 11m	$8.6B
HHM Wealth Advisors, LLC RIA/Wealth	Travis A Hutchinson Managing Partner	0.32% $2.8M	22.3K shares	Q4 2022 Held for 2y 11m	$860.7M
E Empire Financial Management Company, LLC RIA/Wealth	Anthony V Manory CIO	0.30% $1.3M	10.6K shares	Q1 2023 Held for 2y 8m	$436.5M

Hedge Fund Spotlight

Discover hedge funds investing in JPUS

Quantinno Capital Management LP

Hedge Fund • Market Neutral

Portfolio ManagerHoon Nmn Kim

Portfolio Value: $36.6B
Positions: 2,911
Last Reported: Q3 2025

Sector Allocation

Position in JPMorgan Diversified Return US Equity

Market Value: $382.3K
Shares Held: 3.1K
Portfolio Weight: 0.00%
Owned Since: 2025-Q1

Top Holding	Sector	Market Value	Weight
1 Nvidia NVDA	Semiconductors Technology	$2.1B	5.71%
2 Apple AAPL	Consumer Electronics Technology	$1.9B	5.06%
3 Microsoft MSFT	Software - Infrastructure Technology	$1.4B	3.93%