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JPUS

JPMorgan Diversified Return US Equity ETF
JPUS

85 hedge funds and large institutions have $314M invested in JPMorgan Diversified Return US Equity ETF in 2024 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 22 increasing their positions, 31 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

333% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 3

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

10% more funds holding

Funds holding: 77 → 85 (+8)

0.07% less ownership

Funds ownership: 71.99% → 71.92% (-0.07%)

2% less capital invested

Capital invested by funds: $321M → $314M (-$7.01M)

29% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 31

Holders
85
Holders Change
+8
Holders Change %
+10.39%
% of All Funds
1.12%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
13
Increased
22
Reduced
31
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$6.12M
2
CIA
Concurrent Investment Advisors
Florida
+$2.62M
3
VT
Vise Technologies
New York
+$1.73M
4
PA
Planning Alternatives
Michigan
+$1.11M
5
Jones Financial Companies
Jones Financial Companies
Missouri
+$966K

Top Sellers

Rank Fund Capital Flow
1
DJSG
D.J. St. Germain
Massachusetts
-$2.51M
2
MWM
Modera Wealth Management
New Jersey
-$1.49M
3
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
-$1.01M
4
LPL Financial
LPL Financial
California
-$868K
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$789K
Name Holding Trade Value Shares
Change 		Change in
Stake
Ameriprise
51
Ameriprise
Minnesota
$395K +$17.2K +144 +4%
CW
52
CreativeOne Wealth
Kansas
$393K -$135K -1,131 -25%
AFG
53
Albion Financial Group
Utah
$365K – – –
IF
54
Intrua Financial
Texas
$357K – – –
Cetera Investment Advisers
55
Cetera Investment Advisers
Illinois
$331K -$14.4K -121 -4%
BOC
56
Blue Oak Capital
California
$328K +$343K +2,874 New
KCM
57
Kathmere Capital Management
Pennsylvania
$319K – – –
KAS
58
Kestra Advisory Services
Texas
$317K -$37K -310 -10%
Truist Financial
59
Truist Financial
North Carolina
$314K – – –
NSAM
60
North Star Asset Management
Wisconsin
$268K – – –
FFN
61
Focus Financial Network
Minnesota
$263K +$1.67K +14 +0.6%
BRWA
62
B. Riley Wealth Advisors
Florida
$237K – – –
KFG
63
Kelly Financial Group
Connecticut
$231K +$242K +2,025 New
CA
64
Continuum Advisory
Idaho
$179K -$35.8K -300 -16%
ACA
65
Aptus Capital Advisors
Alabama
$170K -$62.1K -520 -26%
MCM
66
MAI Capital Management
Ohio
$142K +$149K +1,249 New
HNB
67
Huntington National Bank
Ohio
$124K – – –
OSAM
68
O'Shaughnessy Asset Management
Connecticut
$119K – – –
AA
69
Ancora Advisors
Ohio
$115K -$41.8K -350 -26%
Carson Wealth (CWM LLC)
70
Carson Wealth (CWM LLC)
Nebraska
$113K +$478 +4 +0.4%
Royal Bank of Canada
71
Royal Bank of Canada
Ontario, Canada
$110K -$488K -4,087 -81%
PTC
72
Private Trust Company
Ohio
$72.6K +$71.3K +597 +1,531%
Northwestern Mutual Wealth Management
73
Northwestern Mutual Wealth Management
Wisconsin
$56.6K -$266K -2,231 -82%
FFA
74
Farther Finance Advisors
California
$51.8K – – –
SWM
75
Sanctuary Wealth Management
Idaho
$51.6K – – –
1 2
3
4

JPUS Hedge Fund Activity: Q4 2024 in Review

85 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Diversified Return US Equity ETF (JPUS) for Q4 2024, worth a combined $314M — down 2.2% from $321M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new JPUS positions and 3 closed out — a net gain of 10 holders — while 22 added to existing stakes and 31 trimmed.

The largest buyer was Bank of America, adding an estimated $6.12M. The largest seller was D.J. St. Germain, cutting an estimated $2.51M.

  • 85 institutional investors held JPMorgan Diversified Return US Equity ETF (JPUS) as of Q4 2024, up from 77 in Q3 2024.
  • Funds reported $314M of JPMorgan Diversified Return US Equity ETF stock for Q4 2024, down 2.2% quarter-over-quarter.
  • 13 funds opened new JPMorgan Diversified Return US Equity ETF positions in Q4 2024 and 3 closed out, a net change of +10 holders.
  • The largest JPMorgan Diversified Return US Equity ETF buyer in Q4 2024 was Bank of America, an estimated $6.12M added.
  • The largest JPMorgan Diversified Return US Equity ETF seller in Q4 2024 was D.J. St. Germain, an estimated $2.51M sold.

Based on aggregated 13F filings for Q4 2024.