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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$6.12M |
| 2 |
CIA
Concurrent Investment Advisors
Tampa,
Florida
|
+$2.62M |
| 3 |
VT
Vise Technologies
New York
|
+$1.73M |
| 4 |
PA
Planning Alternatives
Birmingham,
Michigan
|
+$1.11M |
| 5 |
Jones Financial Companies
Des Peres,
Missouri
|
+$966K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DJSG
D.J. St. Germain
Springfield,
Massachusetts
|
-$2.51M |
| 2 |
MWM
Modera Wealth Management
Westwood,
New Jersey
|
-$1.49M |
| 3 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
-$1.01M |
| 4 |
LPL Financial
San Diego,
California
|
-$868K |
| 5 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
-$789K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GWM
76
Geneos Wealth Management
Englewood,
Colorado
| $46.8K | +$49K | +410 | New |
|
|
AG
77
AmeriFlex Group
Las Vegas,
Nevada
| $43.9K | +$44.5K | +373 | New |
|
|
PS
78
Principal Securities
Des Moines,
Iowa
| $40.2K | – | – | – |
|
79
US Bancorp
Minneapolis,
Minnesota
| $31.4K | – | – | – |
|
|
NWM
80
Nova Wealth Management
Bonita Springs,
Florida
| $22.5K | +$23.5K | +197 | New |
|
|
GM
81
GeoWealth Management
Chicago,
Illinois
| $19.7K | – | – | – |
|
82
Comerica Bank
Dallas,
Texas
| $13.8K | +$14.4K | +121 | New |
|
|
CFD
83
Creative Financial Designs
Kokomo,
Indiana
| $11.5K | +$119 | +1 | +1% |
|
84
Qube Research & Technologies (QRT)
London,
United Kingdom
| $9.59K | – | – | – |
|
|
HI
85
Harbour Investments
Madison,
Wisconsin
| $7.31K | – | – | – |
|
|
AWM
86
Avior Wealth Management
Omaha,
Nebraska
| $200 | +$119 | +1 | New |
|
|
IWC
87
Integrated Wealth Concepts
Waltham,
Massachusetts
| – | -$250K | -2,093 | Closed |
|
|
ASN
88
Advisory Services Network
Atlanta,
Georgia
| – | -$221K | -2,028 | Closed |
|
89
Stifel Financial
St. Louis,
Missouri
| – | -$201K | -1,680 | Closed |
|
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.