JPMorgan U.S. Dividend ETF
JDIV
JDIV was delisted on the 6th of September, 2022.
22 hedge funds and large institutions have $15.5M invested in JPMorgan U.S. Dividend ETF in 2022 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 9 increasing their positions, 2 reducing their positions, and 4 closing their positions.
350% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 2
125% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 4
29% more funds holding
Funds holding: 17 → 22 (+5)
24% more capital invested
Capital invested by funds: $12.5M → $15.5M (+$3.04M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$2.4M |
| 2 |
WWM
Western Wealth Management
Golden,
Colorado
|
+$836K |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$718K |
| 4 |
NRI
NFP Retirement Inc
Aliso Viejo,
California
|
+$440K |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$406K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$3.08M |
| 2 |
CWS
Confluence Wealth Services
Mcmurray,
Pennsylvania
|
-$83K |
| 3 |
CF
Centaurus Financial
Anaheim,
California
|
-$28.2K |
| 4 |
GIA
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
-$20.4K |
| 5 |
Morgan Stanley
New York
|
-$8K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Bank of America
Charlotte,
North Carolina
| – | -$6K | -181 | Closed |
|
JDIV Hedge Fund Activity: Q1 2022 in Review
22 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in JPMorgan U.S. Dividend ETF (JDIV) for Q1 2022, worth a combined $15.5M — up 24% from $12.5M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new JDIV positions and 4 closed out — a net gain of 5 holders — while 9 added to existing stakes and 2 trimmed.
The largest buyer was LPL Financial, adding an estimated $2.4M. The largest seller was Raymond James Financial Services Advisors, exiting entirely with an estimated $3.08M sold.
- 22 institutional investors held JPMorgan U.S. Dividend ETF (JDIV) as of Q1 2022, up from 17 in Q4 2021.
- Funds reported $15.5M of JPMorgan U.S. Dividend ETF stock for Q1 2022, up 24% quarter-over-quarter.
- 9 funds opened new JPMorgan U.S. Dividend ETF positions in Q1 2022 and 4 closed out, a net change of +5 holders.
- The largest JPMorgan U.S. Dividend ETF buyer in Q1 2022 was LPL Financial, an estimated $2.4M added.
- The largest JPMorgan U.S. Dividend ETF seller in Q1 2022 was Raymond James Financial Services Advisors, an estimated $3.08M sold.
Based on aggregated 13F filings for Q1 2022.