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JPUS

JPMorgan Diversified Return US Equity ETF

69 hedge funds and large institutions have $506M invested in JPMorgan Diversified Return US Equity ETF in 2021 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 24 increasing their positions, 28 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more capital invested

Capital invested by funds: $505M → $506M (+$1.21M)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

1.23% less ownership

Funds ownership: 82.64%81.4% (-1.2%)

3% less funds holding

Funds holding: 7169 (-2)

13% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 8

14% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 28

Holders
69
Holders Change
-2
Holders Change %
-2.82%
% of All Funds
1.21%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
7
Increased
24
Reduced
28
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$1.3M -$462K -5,286 -27%
Osaic Holdings
27
Osaic Holdings
Arizona
$1.26M +$71.5K +817 +6%
SFSIG
28
San Francisco Sentry Investment Group
California
$1.2M +$38K +434 +3%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$1.09M +$744K +8,503 +244%
AA
30
Ancora Advisors
Ohio
$948K -$99.8K -1,141 -10%
Lido Advisors
31
Lido Advisors
California
$924K +$122K +1,397 +16%
UCFA
32
United Capital Financial Advisors
Texas
$888K -$777K -8,884 -48%
BIAS
33
Beacon Investment Advisory Services
New Jersey
$840K -$18.4K -210 -2%
Ameriprise
34
Ameriprise
Minnesota
$765K -$201K -2,299 -22%
CA
35
Cetera Advisors
Colorado
$739K -$37.4K -427 -5%
SWM
36
Sanctuary Wealth Management
Idaho
$693K
SAM
37
SignalPoint Asset Management
Missouri
$648K -$3.5K -40 -0.6%
RJA
38
Raymond James & Associates
Florida
$583K +$7.61K +87 +1%
SCG
39
Sonata Capital Group
Washington
$494K -$1.09M -12,455 -70%
FTUS
40
Flow Traders U.S.
New York
$455K +$436K +4,984 New
KAS
41
Kestra Advisory Services
Texas
$378K -$5.69K -65 -2%
HighTower Advisors
42
HighTower Advisors
Illinois
$354K +$1.93K +22 +0.6%
EFS
43
Essex Financial Services
Connecticut
$324K +$175 +2 +0.1%
Citigroup
44
Citigroup
New York
$318K +$5.69K +65 +2%
IFA
45
Interactive Financial Advisors
Illinois
$302K -$2.71K -31 -0.9%
Stifel Financial
46
Stifel Financial
Missouri
$299K -$15.8K -181 -5%
PAG
47
Private Advisor Group
New Jersey
$294K -$57.1K -653 -17%
TA
48
TrueWealth Advisors
Alabama
$284K
FHC
49
First Heartland Consultants
Missouri
$259K +$787 +9 +0.3%
KCM
50
Kathmere Capital Management
Pennsylvania
$255K

JPUS Hedge Fund Activity: Q1 2021 in Review

69 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Diversified Return US Equity ETF (JPUS) for Q1 2021, worth a combined $506M — up 0.24% from $505M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of JPUS and 7 opened new positions — a net loss of 1 holder — while 28 trimmed existing stakes and 24 added.

The largest buyer was Total Investment Management, opening a new position worth an estimated $58.1M. The largest seller was Modera Wealth Management, cutting an estimated $5.63M.

  • 69 institutional investors held JPMorgan Diversified Return US Equity ETF (JPUS) as of Q1 2021, down from 71 in Q4 2020.
  • Funds reported $506M of JPMorgan Diversified Return US Equity ETF stock for Q1 2021, up 0.24% quarter-over-quarter.
  • 7 funds opened new JPMorgan Diversified Return US Equity ETF positions in Q1 2021 and 8 closed out, a net change of -1 holder.
  • The largest JPMorgan Diversified Return US Equity ETF buyer in Q1 2021 was Total Investment Management, an estimated $58.1M added.
  • The largest JPMorgan Diversified Return US Equity ETF seller in Q1 2021 was Modera Wealth Management, an estimated $5.63M sold.

Based on aggregated 13F filings for Q1 2021.