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JPUS

JPMorgan Diversified Return US Equity ETF

73 hedge funds and large institutions have $316M invested in JPMorgan Diversified Return US Equity ETF in 2023 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 23 increasing their positions, 31 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 3

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

3% more funds holding

Funds holding: 7173 (+2)

1% more capital invested

Capital invested by funds: $313M → $316M (+$2.64M)

13.49% less ownership

Funds ownership: 77.52%64.03% (-13%)

26% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 31

Holders
73
Holders Change
+2
Holders Change %
+2.82%
% of All Funds
1.16%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.1%
New
9
Increased
23
Reduced
31
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KCM
51
Kathmere Capital Management
Pennsylvania
$267K
CA
52
Continuum Advisory
Idaho
$251K -$17.5K -181 -6%
Stifel Financial
53
Stifel Financial
Missouri
$248K
WI
54
WBI Investments
New Jersey
$229K +$231K +2,398 New
Fidelity Investments
55
Fidelity Investments
Massachusetts
$220K +$45.4K +471 +26%
AAS
56
Ameritas Advisory Services
Nebraska
$219K -$141K -1,462 -39%
CAN
57
Cetera Advisor Networks
California
$214K -$6.75K -70 -3%
ASN
58
Advisory Services Network
Georgia
$173K -$55.7K -577 -24%
Royal Bank of Canada
59
Royal Bank of Canada
Ontario, Canada
$165K -$44.5K -461 -21%
Carson Wealth (CWM LLC)
60
Carson Wealth (CWM LLC)
Nebraska
$141K -$5.4K -56 -4%
OSAM
61
O'Shaughnessy Asset Management
Connecticut
$99.6K +$20.9K +217 +26%
US Bancorp
62
US Bancorp
Minnesota
$83.3K
Northwestern Mutual Wealth Management
63
Northwestern Mutual Wealth Management
Wisconsin
$75.3K -$6.27K -65 -8%
BAM
64
Belpointe Asset Management
Nevada
$57K
CSPIA
65
Cary Street Partners Investment Advisory
Virginia
$47.8K
HI
66
Harbour Investments
Wisconsin
$44K +$193 +2 +0.4%
Qube Research & Technologies (QRT)
67
Qube Research & Technologies (QRT)
United Kingdom
$28.6K -$5.3K -55 -16%
Fifth Third Bancorp
68
Fifth Third Bancorp
Ohio
$17.2K
PWMG
69
Prestige Wealth Management Group
New Jersey
$10.3K
GRP
70
Global Retirement Partners
California
$10.3K
PTC
71
Private Trust Company
Ohio
$6.21K +$6.27K +65 New
SS
72
Sunbelt Securities
Texas
$4.62K +$4.73K +49 New
Commonwealth Equity Services
73
Commonwealth Equity Services
Massachusetts
$2.52K -$93K -964 -4%
Goldman Sachs
74
Goldman Sachs
New York
-$9.1M -95,964 Closed
IA
75
IFP Advisors
Florida
-$164K -2,304 Closed

JPUS Hedge Fund Activity: Q1 2023 in Review

73 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Diversified Return US Equity ETF (JPUS) for Q1 2023, worth a combined $316M — up 0.84% from $313M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new JPUS positions and 3 closed out — a net gain of 6 holders — while 23 added to existing stakes and 31 trimmed.

The largest buyer was Susquehanna International Group, adding an estimated $1.77M. The largest seller was Goldman Sachs, exiting entirely with an estimated $9.1M sold.

  • 73 institutional investors held JPMorgan Diversified Return US Equity ETF (JPUS) as of Q1 2023, up from 71 in Q4 2022.
  • Funds reported $316M of JPMorgan Diversified Return US Equity ETF stock for Q1 2023, up 0.84% quarter-over-quarter.
  • 9 funds opened new JPMorgan Diversified Return US Equity ETF positions in Q1 2023 and 3 closed out, a net change of +6 holders.
  • The largest JPMorgan Diversified Return US Equity ETF buyer in Q1 2023 was Susquehanna International Group, an estimated $1.77M added.
  • The largest JPMorgan Diversified Return US Equity ETF seller in Q1 2023 was Goldman Sachs, an estimated $9.1M sold.

Based on aggregated 13F filings for Q1 2023.