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JPUS

JPMorgan Diversified Return US Equity ETF

22 hedge funds and large institutions have $158M invested in JPMorgan Diversified Return US Equity ETF in 2016 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 11 increasing their positions, 2 reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

450% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 2

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

57% more funds holding

Funds holding: 1422 (+8)

39% more capital invested

Capital invested by funds: $114M → $158M (+$44.6M)

46.65% less ownership

Funds ownership: 138.89%92.25% (-47%)

Holders
22
Holders Change
+8
Holders Change %
+57.14%
% of All Funds
0.55%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
8
Increased
11
Reduced
2
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$68.4M +$40.3M +690,100 +148%
TIM
2
Total Investment Management
Arizona
$28.4M +$28M +480,209 New
NA
3
Nottingham Advisors
New York
$28.4M +$1.79M +30,710 +7%
CB
4
Community Bank
New York
$7M +$2.04M +35,000 +42%
QA
5
Quantitative Advantage
Minnesota
$4.15M +$3.81M +65,376 +1,398%
Jane Street
6
Jane Street
New York
$3.75M -$41.6M -713,266 -92%
FWM
7
Frontier Wealth Management
Missouri
$3.75M +$766K +13,122 +26%
BT
8
Beacon Trust
New Jersey
$2.65M +$2.61M +44,726 New
SWM
9
SVA Wealth Management
Wisconsin
$2.43M +$2.4M +41,106 New
SCM
10
Sterneck Capital Management
Missouri
$2.21M +$70K +1,200 +3%
Bank of America
11
Bank of America
North Carolina
$1.96M +$498K +8,542 +35%
UBS Group
12
UBS Group
Switzerland
$1.44M +$85.9K +1,473 +6%
SFG
13
SNS Financial Group
Minnesota
$1.38M +$89.7K +1,537 +7%
SAM
14
Shamrock Asset Management
Texas
$769K +$758K +12,985 New
LPL Financial
15
LPL Financial
California
$547K +$536K +9,187 New
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$436K +$200K +3,430 +87%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$376K +$123K +2,100 +49%
ICOA
18
Investment Centers of America
North Dakota
$202K +$200K +3,425 New
LTFS
19
Ladenburg Thalmann Financial Services
Florida
$57K -$71.5K -1,225 -56%
Wells Fargo
20
Wells Fargo
California
$42K +$41.1K +704 New
MWM
21
Mascoma Wealth Management
New Hampshire
$10K +$9.92K +170 New
MFS
22
MSI Financial Services
Massachusetts
$3K

JPUS Hedge Fund Activity: Q4 2016 in Review

22 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Diversified Return US Equity ETF (JPUS) for Q4 2016, worth a combined $158M — up 39% from $114M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new JPUS positions and 0 closed out — a net gain of 8 holders — while 11 added to existing stakes and 2 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $40.3M. The largest seller was Jane Street, cutting an estimated $41.6M.

  • 22 institutional investors held JPMorgan Diversified Return US Equity ETF (JPUS) as of Q4 2016, up from 14 in Q3 2016.
  • Funds reported $158M of JPMorgan Diversified Return US Equity ETF stock for Q4 2016, up 39% quarter-over-quarter.
  • 8 funds opened new JPMorgan Diversified Return US Equity ETF positions in Q4 2016 and 0 closed out, a net change of +8 holders.
  • The largest JPMorgan Diversified Return US Equity ETF buyer in Q4 2016 was JP Morgan Chase, an estimated $40.3M added.
  • The largest JPMorgan Diversified Return US Equity ETF seller in Q4 2016 was Jane Street, an estimated $41.6M sold.

Based on aggregated 13F filings for Q4 2016.