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JPUS

JPMorgan Diversified Return US Equity ETF
JPUS

76 hedge funds and large institutions have $301M invested in JPMorgan Diversified Return US Equity ETF in 2024 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 20 increasing their positions, 39 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

2.24% less ownership

Funds ownership: 75.1% → 72.85% (-2.2%)

4% less funds holding

Funds holding: 79 → 76 (-3)

11% less capital invested

Capital invested by funds: $337M → $301M (-$35.7M)

49% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 39

60% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 5

Holders
76
Holders Change
-3
Holders Change %
-3.8%
% of All Funds
1.1%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
2
Increased
20
Reduced
39
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
+$991K
2
JP Morgan Chase
JP Morgan Chase
New York
+$612K
3
Citadel Advisors
Citadel Advisors
Florida
+$479K
4
Wells Fargo
Wells Fargo
California
+$448K
5
AWM
Apollon Wealth Management
South Carolina
+$445K

Top Sellers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
-$18.9M
2
DJSG
D.J. St. Germain
Massachusetts
-$2.7M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$1.51M
4
GM
GeoWealth Management
Illinois
-$1.23M
5
MWM
Modera Wealth Management
New Jersey
-$955K
Name Holding Trade Value Shares
Change 		Change in
Stake
AFG
51
Albion Financial Group
Utah
$349K +$349K +3,200 New
KAS
52
Kestra Advisory Services
Texas
$336K +$1.53K +14 +0.5%
KCM
53
Kathmere Capital Management
Pennsylvania
$305K – – –
Truist Financial
54
Truist Financial
North Carolina
$300K – – –
FFN
55
Focus Financial Network
Minnesota
$259K -$18.2K -167 -7%
NSAM
56
North Star Asset Management
Wisconsin
$257K – – –
BRWA
57
B. Riley Wealth Advisors
Florida
$227K +$227K +2,075 New
MCM
58
MAI Capital Management
Ohio
$226K +$218 +2 +0.1%
ASN
59
Advisory Services Network
Georgia
$221K +$24K +220 +12%
ACA
60
Aptus Capital Advisors
Alabama
$220K – – –
VCM
61
Virtue Capital Management
Tennessee
$216K – – –
AA
62
Ancora Advisors
Ohio
$213K -$11.7K -107 -5%
CA
63
Continuum Advisory
Idaho
$204K – – –
HNB
64
Huntington National Bank
Ohio
$118K – – –
OSAM
65
O'Shaughnessy Asset Management
Connecticut
$114K – – –
Carson Wealth (CWM LLC)
66
Carson Wealth (CWM LLC)
Nebraska
$107K -$18K -165 -14%
Jones Financial Companies
67
Jones Financial Companies
Missouri
$106K +$54.2K +496 +105%
Northwestern Mutual Wealth Management
68
Northwestern Mutual Wealth Management
Wisconsin
$58.8K -$6.99K -64 -11%
SWM
69
Sanctuary Wealth Management
Idaho
$49.4K – – –
FFA
70
Farther Finance Advisors
California
$49.3K +$26.2K +240 +112%
TSWM
71
Tyler-Stone Wealth Management
Ohio
$38.8K – – –
PS
72
Principal Securities
Iowa
$38.4K -$292K -2,671 -88%
US Bancorp
73
US Bancorp
Minnesota
$30K – – –
GM
74
GeoWealth Management
Illinois
$18.8K -$1.23M -11,246 -98%
NA
75
NewEdge Advisors
Louisiana
$9.17K – – –
1 2
3
4

JPUS Hedge Fund Activity: Q2 2024 in Review

76 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Diversified Return US Equity ETF (JPUS) for Q2 2024, worth a combined $301M — down 11% from $337M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of JPUS and 2 opened new positions — a net loss of 3 holders — while 39 trimmed existing stakes and 20 added.

The largest buyer was Goldman Sachs, adding an estimated $991K. The largest seller was UBS Group, cutting an estimated $18.9M.

  • 76 institutional investors held JPMorgan Diversified Return US Equity ETF (JPUS) as of Q2 2024, down from 79 in Q1 2024.
  • Funds reported $301M of JPMorgan Diversified Return US Equity ETF stock for Q2 2024, down 11% quarter-over-quarter.
  • 2 funds opened new JPMorgan Diversified Return US Equity ETF positions in Q2 2024 and 5 closed out, a net change of -3 holders.
  • The largest JPMorgan Diversified Return US Equity ETF buyer in Q2 2024 was Goldman Sachs, an estimated $991K added.
  • The largest JPMorgan Diversified Return US Equity ETF seller in Q2 2024 was UBS Group, an estimated $18.9M sold.

Based on aggregated 13F filings for Q2 2024.