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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$1.21M |
| 2 |
Jones Financial Companies
Des Peres,
Missouri
|
+$850K |
| 3 |
Wells Fargo
San Francisco,
California
|
+$655K |
| 4 |
NL
NWAM LLC
Mercer Island,
Washington
|
+$442K |
| 5 |
SCM
Sterneck Capital Management
Kansas City,
Missouri
|
+$317K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$2.48M |
| 2 |
DJSG
D.J. St. Germain
Springfield,
Massachusetts
|
-$1.65M |
| 3 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
-$1.26M |
| 4 |
Jane Street
New York
|
-$1.06M |
| 5 |
MWM
Modera Wealth Management
Westwood,
New Jersey
|
-$1.04M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
Qube Research & Technologies (QRT)
London,
United Kingdom
| $10.1K | +$9.6K | +84 | New |
|
|
HI
77
Harbour Investments
Madison,
Wisconsin
| $7.61K | +$114 | +1 | +2% |
|
|
PTC
78
Private Trust Company
Cleveland,
Ohio
| $4.67K | -$1.6K | -14 | -26% |
|
79
Citadel Advisors
Miami,
Florida
| – | -$703K | -6,443 | Closed |
|
|
MCM
80
MAI Capital Management
Independence,
Ohio
| – | -$226K | -2,070 | Closed |
|
|
VCM
81
Virtue Capital Management
Brentwood,
Tennessee
| – | -$216K | -1,916 | Closed |
|
|
TSWM
82
Tyler-Stone Wealth Management
Beachwood,
Ohio
| – | -$38.8K | -355 | Closed |
|
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.