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JPUS

JPMorgan Diversified Return US Equity ETF

79 hedge funds and large institutions have $337M invested in JPMorgan Diversified Return US Equity ETF in 2024 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 24 increasing their positions, 33 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 5

5% more funds holding

Funds holding: 7579 (+4)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

5% less capital invested

Capital invested by funds: $352M → $337M (-$15.9M)

3.11% less ownership

Funds ownership: 78.21%75.1% (-3.1%)

27% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 33

Holders
79
Holders Change
+4
Holders Change %
+5.33%
% of All Funds
1.14%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
9
Increased
24
Reduced
33
Closed
5
Calls
$448K
Puts
Net Calls
+$448K
Net Calls Change
-$35K
Name Holding Trade Value Shares
Change
Change in
Stake
GM
26
GeoWealth Management
Illinois
$1.28M +$1.18M +11,203 +5,211%
LA
27
LexAurum Advisors
Kansas
$1.16M -$7.39K -70 -0.7%
IWN
28
Independent Wealth Network
Iowa
$1.14M +$6.23K +59 +0.6%
CPA
29
Clear Point Advisors
New York
$1.12M -$125K -1,184 -11%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$763K +$585K +5,539 +437%
SAM
31
SignalPoint Asset Management
Missouri
$745K -$5.28K -50 -0.7%
SC
32
Schiavi & Co
Delaware
$736K
PAG
33
Private Advisor Group
New Jersey
$732K +$65K +616 +10%
AQR Capital Management
34
AQR Capital Management
Connecticut
$725K +$683K +6,475 New
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$670K +$7.92K +75 +1%
IFA
36
Interactive Financial Advisors
Illinois
$661K +$505K +4,783 +427%
BAM
37
Bellevue Asset Management
Washington
$614K -$404K -3,828 -41%
OCM
38
One Capital Management
California
$542K -$18.8K -178 -4%
CW
39
CreativeOne Wealth
Kansas
$536K -$148K -1,398 -23%
Citigroup
40
Citigroup
New York
$532K +$1.58K +15 +0.3%
HighTower Advisors
41
HighTower Advisors
Illinois
$525K +$495K +4,691 New
FM
42
Foster & Motley
Ohio
$489K -$5.7K -54 -1%
BIAS
43
Beacon Investment Advisory Services
New Jersey
$457K -$81.8K -775 -16%
NL
44
NWAM LLC
Washington
$423K
Wolverine Trading
45
Wolverine Trading
Illinois
$420K +$81K +768 +26%
IF
46
Intrua Financial
Texas
$412K
Ameriprise
47
Ameriprise
Minnesota
$383K +$21.6K +205 +6%
RJA
48
Raymond James & Associates
Florida
$377K +$6.86K +65 +2%
PG
49
Patten Group
Tennessee
$375K -$1.21M -11,509 -77%
Cetera Investment Advisers
50
Cetera Investment Advisers
Illinois
$364K +$343K +3,250 New

JPUS Hedge Fund Activity: Q1 2024 in Review

79 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Diversified Return US Equity ETF (JPUS) for Q1 2024, worth a combined $337M — down 4.5% from $352M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new JPUS positions and 5 closed out — a net gain of 4 holders — while 24 added to existing stakes and 33 trimmed.

The largest buyer was Jane Street, adding an estimated $1.35M. The largest seller was Bank of America, cutting an estimated $24.2M.

  • 79 institutional investors held JPMorgan Diversified Return US Equity ETF (JPUS) as of Q1 2024, up from 75 in Q4 2023.
  • Funds reported $337M of JPMorgan Diversified Return US Equity ETF stock for Q1 2024, down 4.5% quarter-over-quarter.
  • 9 funds opened new JPMorgan Diversified Return US Equity ETF positions in Q1 2024 and 5 closed out, a net change of +4 holders.
  • The largest JPMorgan Diversified Return US Equity ETF buyer in Q1 2024 was Jane Street, an estimated $1.35M added.
  • The largest JPMorgan Diversified Return US Equity ETF seller in Q1 2024 was Bank of America, an estimated $24.2M sold.

Based on aggregated 13F filings for Q1 2024.