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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
KAS
51
Kestra Advisory Services
Texas
$343K +$844 +8 +0.3%
PS
52
Principal Securities
Iowa
$339K -$120K -1,136 -27%
KCM
53
Kathmere Capital Management
Pennsylvania
$313K
Truist Financial
54
Truist Financial
North Carolina
$308K -$6.01K -57 -2%
Fidelity Investments
55
Fidelity Investments
Massachusetts
$292K +$65.6K +622 +31%
Goldman Sachs
56
Goldman Sachs
New York
$273K -$2.87M -27,159 -92%
NSAM
57
North Star Asset Management
Wisconsin
$263K
FFN
58
Focus Financial Network
Minnesota
$259K -$2K -19 -0.8%
MCM
59
MAI Capital Management
Ohio
$232K +$106 +1 +0%
Citadel Advisors
60
Citadel Advisors
Florida
$231K -$197K -1,869 -48%
AA
61
Ancora Advisors
Ohio
$231K -$26.1K -247 -11%
ACA
62
Aptus Capital Advisors
Alabama
$225K
Stifel Financial
63
Stifel Financial
Missouri
$211K -$69.4K -658 -26%
VCM
64
Virtue Capital Management
Tennessee
$208K +$202K +1,916 New
CA
65
Continuum Advisory
Idaho
$207K +$197K +1,871 New
ASN
66
Advisory Services Network
Georgia
$203K
Carson Wealth (CWM LLC)
67
Carson Wealth (CWM LLC)
Nebraska
$128K +$211 +2 +0.2%
HNB
68
Huntington National Bank
Ohio
$125K
OSAM
69
O'Shaughnessy Asset Management
Connecticut
$117K
Northwestern Mutual Wealth Management
70
Northwestern Mutual Wealth Management
Wisconsin
$67.6K +$1.05K +10 +2%
Comerica Bank
71
Comerica Bank
Texas
$67.2K
Jones Financial Companies
72
Jones Financial Companies
Missouri
$52.8K +$49.7K +471 New
SWM
73
Sanctuary Wealth Management
Idaho
$50.6K -$528 -5 -1%
TSWM
74
Tyler-Stone Wealth Management
Ohio
$39.8K
US Bancorp
75
US Bancorp
Minnesota
$30.8K +$29K +275 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.