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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$991K |
| 2 |
JP Morgan Chase
New York
|
+$612K |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$479K |
| 4 |
Wells Fargo
San Francisco,
California
|
+$448K |
| 5 |
AWM
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
+$445K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$18.9M |
| 2 |
DJSG
D.J. St. Germain
Springfield,
Massachusetts
|
-$2.7M |
| 3 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
-$1.51M |
| 4 |
GM
GeoWealth Management
Chicago,
Illinois
|
-$1.23M |
| 5 |
MWM
Modera Wealth Management
Westwood,
New Jersey
|
-$955K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HI
76
Harbour Investments
Madison,
Wisconsin
| $6.91K | -$17.6K | -161 | -72% |
|
|
PTC
77
Private Trust Company
Cleveland,
Ohio
| $5.79K | – | – | – |
|
|
NL
78
NWAM LLC
Mercer Island,
Washington
| – | -$423K | -3,865 | Closed |
|
79
Wolverine Trading
Chicago,
Illinois
| – | -$420K | -3,748 | Closed |
|
80
Stifel Financial
St. Louis,
Missouri
| – | -$211K | -1,885 | Closed |
|
81
Comerica Bank
Dallas,
Texas
| – | -$67.2K | -600 | Closed |
|
|
SSB
82
Sandy Spring Bank
Olney,
Maryland
| – | -$28K | -250 | Closed |
|
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.