JPMorgan Diversified Return US Equity ETF
JPUS
98 hedge funds and large institutions have $693M invested in JPMorgan Diversified Return US Equity ETF in 2019 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 38 increasing their positions, 32 reducing their positions, and 3 closing their positions.
533% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 3
19% more repeat investments, than reductions
Existing positions increased: 38 | Existing positions reduced: 32
18% more funds holding
Funds holding: 83 → 98 (+15)
8% more capital invested
Capital invested by funds: $642M → $693M (+$50.2M)
6% more funds holding in top 10
Funds holding in top 10: 16 → 17 (+1)
2.9% more ownership
Funds ownership: 79.87% → 82.77% (+2.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GSWM
Golden State Wealth Management
Santa Ana,
California
|
+$52.2M |
| 2 |
DJSG
D.J. St. Germain
Springfield,
Massachusetts
|
+$10.2M |
| 3 |
MWM
Modera Wealth Management
Westwood,
New Jersey
|
+$7.14M |
| 4 |
PA
Planning Alternatives
Birmingham,
Michigan
|
+$4.95M |
| 5 |
ACM
Avalon Capital Management
Port Of Redwood City,
California
|
+$4.94M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GM
GeoWealth Management
Chicago,
Illinois
|
-$21M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$20.3M |
| 3 |
PFG
Pacific Financial Group
Bellevue,
Washington
|
-$10.7M |
| 4 |
FWM
Frontier Wealth Management
Kansas City,
Missouri
|
-$5.57M |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$5.21M |
JPUS Hedge Fund Activity: Q4 2019 in Review
98 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Diversified Return US Equity ETF (JPUS) for Q4 2019, worth a combined $693M — up 7.8% from $642M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new JPUS positions and 3 closed out — a net gain of 16 holders — while 38 added to existing stakes and 32 trimmed.
The largest buyer was Golden State Wealth Management, opening a new position worth an estimated $52.2M. The largest seller was GeoWealth Management, cutting an estimated $21M.
- 98 institutional investors held JPMorgan Diversified Return US Equity ETF (JPUS) as of Q4 2019, up from 83 in Q3 2019.
- Funds reported $693M of JPMorgan Diversified Return US Equity ETF stock for Q4 2019, up 7.8% quarter-over-quarter.
- 19 funds opened new JPMorgan Diversified Return US Equity ETF positions in Q4 2019 and 3 closed out, a net change of +16 holders.
- The largest JPMorgan Diversified Return US Equity ETF buyer in Q4 2019 was Golden State Wealth Management, an estimated $52.2M added.
- The largest JPMorgan Diversified Return US Equity ETF seller in Q4 2019 was GeoWealth Management, an estimated $21M sold.
Based on aggregated 13F filings for Q4 2019.