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JDIV

JPMorgan U.S. Dividend ETF

Delisted

JDIV was delisted on the 6th of September, 2022.

25 hedge funds and large institutions have $22.3M invested in JPMorgan U.S. Dividend ETF in 2022 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 8 increasing their positions, 7 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 4

44% more capital invested

Capital invested by funds: $15.5M → $22.3M (+$6.83M)

14% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 7

14% more funds holding

Funds holding: 2225 (+3)

Holders
25
Holders Change
+3
Holders Change %
+13.64%
% of All Funds
0.42%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
8
Reduced
7
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Jane Street
1
Jane Street
New York
$5.3M +$5.68M +168,090 New
LPL Financial
2
LPL Financial
California
$4.89M +$1.85M +54,823 +55%
AIP
3
Ahrens Investment Partners
Louisiana
$1.7M +$1.79M +52,900 +4,809%
Truist Financial
4
Truist Financial
North Carolina
$1.38M -$98.5K -2,913 -6%
RJA
5
Raymond James & Associates
Florida
$1.3M -$52.9K -1,563 -4%
WANY
6
Wealthspire Advisors (New York)
New York
$1.23M +$1.32M +39,000 New
WWM
7
Western Wealth Management
Colorado
$1.15M +$395K +11,687 +47%
Osaic Holdings
8
Osaic Holdings
Arizona
$1.03M -$10K -296 -0.9%
CF
9
Centaurus Financial
California
$601K -$520K -15,369 -45%
CAN
10
Cetera Advisor Networks
California
$581K
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$462K +$20.3K +600 +4%
HighTower Advisors
12
HighTower Advisors
Illinois
$398K +$1.01K +30 +0.2%
GIA
13
Gladstone Institutional Advisory
Florida
$392K +$25.4K +750 +6%
SI
14
SimpliFi Inc
California
$314K +$1.93K +57 +0.6%
OBWG
15
Onyx Bridge Wealth Group
New York
$300K +$315K +9,313 New
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$268K
FPCP
17
Fort Point Capital Partners
California
$264K +$35.3K +1,043 +14%
NRI
18
NFP Retirement Inc
California
$242K -$179K -5,306 -41%
EP
19
Eudaimonia Partners
Tennessee
$222K +$238K +7,044 New
CWS
20
Confluence Wealth Services
Pennsylvania
$201K +$200K +5,921 New
FCA
21
FinTrust Capital Advisors
South Carolina
$60K +$63.2K +1,869 New
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$30K -$30.4K -900 -48%
Carson Wealth (CWM LLC)
23
Carson Wealth (CWM LLC)
Nebraska
$16K +$16.9K +500 New
CWAF
24
Core Wealth Advisors (Florida)
Florida
$10K +$10.7K +317 New
Citadel Advisors
25
Citadel Advisors
Florida
-$419K -11,962 Closed

JDIV Hedge Fund Activity: Q2 2022 in Review

25 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in JPMorgan U.S. Dividend ETF (JDIV) for Q2 2022, worth a combined $22.3M — up 44% from $15.5M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new JDIV positions and 4 closed out — a net gain of 4 holders — while 8 added to existing stakes and 7 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $5.68M. The largest seller was Centaurus Financial, cutting an estimated $520K.

  • 25 institutional investors held JPMorgan U.S. Dividend ETF (JDIV) as of Q2 2022, up from 22 in Q1 2022.
  • Funds reported $22.3M of JPMorgan U.S. Dividend ETF stock for Q2 2022, up 44% quarter-over-quarter.
  • 8 funds opened new JPMorgan U.S. Dividend ETF positions in Q2 2022 and 4 closed out, a net change of +4 holders.
  • The largest JPMorgan U.S. Dividend ETF buyer in Q2 2022 was Jane Street, an estimated $5.68M added.
  • The largest JPMorgan U.S. Dividend ETF seller in Q2 2022 was Centaurus Financial, an estimated $520K sold.

Based on aggregated 13F filings for Q2 2022.