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JPUS

JPMorgan Diversified Return US Equity ETF

74 hedge funds and large institutions have $538M invested in JPMorgan Diversified Return US Equity ETF in 2021 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 21 increasing their positions, 26 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 9

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

11% more capital invested

Capital invested by funds: $484M → $538M (+$54.8M)

6% more funds holding

Funds holding: 7074 (+4)

5.11% more ownership

Funds ownership: 71.82%76.93% (+5.1%)

19% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 26

Holders
74
Holders Change
+4
Holders Change %
+5.71%
% of All Funds
1.14%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.12%
New
14
Increased
21
Reduced
26
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TA
51
TrueWealth Advisors
Alabama
$316K +$3.47K +34 +1%
IFA
52
Interactive Financial Advisors
Illinois
$309K -$5K -49 -2%
5L
53
55I LLC
Massachusetts
$304K +$292K +2,864 New
CFG
54
Cooper Financial Group
California
$299K +$6.94K +68 +2%
KCM
55
Kathmere Capital Management
Pennsylvania
$297K
CA
56
Continuum Advisory
Idaho
$289K
AAS
57
Ameritas Advisory Services
Nebraska
$272K +$262K +2,563 New
EFS
58
Essex Financial Services
Connecticut
$264K -$108K -1,060 -30%
FM
59
Foster & Motley
Ohio
$258K +$32.9K +322 +15%
ACK
60
Andrew C. Karlinski
$234K +$225K +2,206 New
Truist Financial
61
Truist Financial
North Carolina
$217K +$208K +2,042 New
VCM
62
Virtue Capital Management
Tennessee
$209K +$201K +1,971 New
Fidelity Investments
63
Fidelity Investments
Massachusetts
$178K -$87.1K -854 -34%
MA
64
MUFG Americas
New York
$131K
JP Morgan Chase
65
JP Morgan Chase
New York
$97K -$99.4K -974 -52%
Qube Research & Technologies (QRT)
66
Qube Research & Technologies (QRT)
United Kingdom
$51K +$19.5K +191 +66%
BW
67
Bison Wealth
Georgia
$40K
TSWM
68
Tyler-Stone Wealth Management
Ohio
$38K +$36.2K +355 New
Northwestern Mutual Wealth Management
69
Northwestern Mutual Wealth Management
Wisconsin
$37K
Fifth Third Bancorp
70
Fifth Third Bancorp
Ohio
$19K
JWBC
71
John W. Brooker & Co
California
$16K
PNC Financial Services Group
72
PNC Financial Services Group
Pennsylvania
$14K
TCM
73
TD Capital Management
Tennessee
$13K +$102 +1 +0.8%
CWP
74
Concord Wealth Partners
Virginia
$7K +$6.74K +66 New
Goldman Sachs
75
Goldman Sachs
New York
-$4.21M -43,795 Closed

JPUS Hedge Fund Activity: Q4 2021 in Review

74 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Diversified Return US Equity ETF (JPUS) for Q4 2021, worth a combined $538M — up 11% from $484M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new JPUS positions and 9 closed out — a net gain of 5 holders — while 21 added to existing stakes and 26 trimmed.

The largest buyer was CreativeOne Wealth, adding an estimated $2.93M. The largest seller was D.J. St. Germain, cutting an estimated $8.59M.

  • 74 institutional investors held JPMorgan Diversified Return US Equity ETF (JPUS) as of Q4 2021, up from 70 in Q3 2021.
  • Funds reported $538M of JPMorgan Diversified Return US Equity ETF stock for Q4 2021, up 11% quarter-over-quarter.
  • 14 funds opened new JPMorgan Diversified Return US Equity ETF positions in Q4 2021 and 9 closed out, a net change of +5 holders.
  • The largest JPMorgan Diversified Return US Equity ETF buyer in Q4 2021 was CreativeOne Wealth, an estimated $2.93M added.
  • The largest JPMorgan Diversified Return US Equity ETF seller in Q4 2021 was D.J. St. Germain, an estimated $8.59M sold.

Based on aggregated 13F filings for Q4 2021.