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JPUS

JPMorgan Diversified Return US Equity ETF
JPUS

77 hedge funds and large institutions have $321M invested in JPMorgan Diversified Return US Equity ETF in 2024 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 23 increasing their positions, 31 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 4

7% more capital invested

Capital invested by funds: $301M → $321M (+$20.6M)

1% more funds holding

Funds holding: 76 → 77 (+1)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

0.86% less ownership

Funds ownership: 72.85% → 71.99% (-0.86%)

26% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 31

Holders
77
Holders Change
+1
Holders Change %
+1.32%
% of All Funds
1.11%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
5
Increased
23
Reduced
31
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$1.21M
2
Jones Financial Companies
Jones Financial Companies
Missouri
+$850K
3
Wells Fargo
Wells Fargo
California
+$655K
4
NL
NWAM LLC
Washington
+$442K
5
SCM
Sterneck Capital Management
Missouri
+$317K

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$2.48M
2
DJSG
D.J. St. Germain
Massachusetts
-$1.65M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$1.26M
4
Jane Street
Jane Street
New York
-$1.06M
5
MWM
Modera Wealth Management
New Jersey
-$1.04M
Name Holding Trade Value Shares
Change 		Change in
Stake
IF
51
Intrua Financial
Texas
$375K -$62.9K -550 -15%
KAS
52
Kestra Advisory Services
Texas
$370K +$1.37K +12 +0.4%
Cetera Investment Advisers
53
Cetera Investment Advisers
Illinois
$362K -$20.8K -182 -6%
KCM
54
Kathmere Capital Management
Pennsylvania
$335K – – –
Truist Financial
55
Truist Financial
North Carolina
$329K – – –
Northwestern Mutual Wealth Management
56
Northwestern Mutual Wealth Management
Wisconsin
$326K +$250K +2,188 +406%
NSAM
57
North Star Asset Management
Wisconsin
$281K – – –
FFN
58
Focus Financial Network
Minnesota
$274K +$1.03K +9 +0.4%
NA
59
NewEdge Advisors
Louisiana
$258K +$237K +2,075 +2,470%
IWC
60
Integrated Wealth Concepts
Massachusetts
$250K +$239K +2,093 New
BRWA
61
B. Riley Wealth Advisors
Florida
$248K – – –
ACA
62
Aptus Capital Advisors
Alabama
$241K – – –
CA
63
Continuum Advisory
Idaho
$225K – – –
ASN
64
Advisory Services Network
Georgia
$221K – – –
Stifel Financial
65
Stifel Financial
Missouri
$201K +$192K +1,680 New
AA
66
Ancora Advisors
Ohio
$163K -$67.4K -590 -30%
HNB
67
Huntington National Bank
Ohio
$130K – – –
OSAM
68
O'Shaughnessy Asset Management
Connecticut
$126K – – –
Carson Wealth (CWM LLC)
69
Carson Wealth (CWM LLC)
Nebraska
$118K +$343 +3 +0.3%
FFA
70
Farther Finance Advisors
California
$54.3K – – –
SWM
71
Sanctuary Wealth Management
Idaho
$54.1K – – –
PS
72
Principal Securities
Iowa
$42.1K – – –
US Bancorp
73
US Bancorp
Minnesota
$32.9K – – –
GM
74
GeoWealth Management
Illinois
$20.6K – – –
CFD
75
Creative Financial Designs
Indiana
$12K +$11.4K +100 New
1 2
3
4

JPUS Hedge Fund Activity: Q3 2024 in Review

77 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Diversified Return US Equity ETF (JPUS) for Q3 2024, worth a combined $321M — up 6.9% from $301M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new JPUS positions and 4 closed out — a net gain of 1 holder — while 23 added to existing stakes and 31 trimmed.

The largest buyer was LPL Financial, adding an estimated $1.21M. The largest seller was Bank of America, cutting an estimated $2.48M.

  • 77 institutional investors held JPMorgan Diversified Return US Equity ETF (JPUS) as of Q3 2024, up from 76 in Q2 2024.
  • Funds reported $321M of JPMorgan Diversified Return US Equity ETF stock for Q3 2024, up 6.9% quarter-over-quarter.
  • 5 funds opened new JPMorgan Diversified Return US Equity ETF positions in Q3 2024 and 4 closed out, a net change of +1 holder.
  • The largest JPMorgan Diversified Return US Equity ETF buyer in Q3 2024 was LPL Financial, an estimated $1.21M added.
  • The largest JPMorgan Diversified Return US Equity ETF seller in Q3 2024 was Bank of America, an estimated $2.48M sold.

Based on aggregated 13F filings for Q3 2024.