JPMorgan Diversified Return US Equity ETF
JPUS
71 hedge funds and large institutions have $313M invested in JPMorgan Diversified Return US Equity ETF in 2022 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 26 increasing their positions, 25 reducing their positions, and 11 closing their positions.
4% more repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 25
0% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 11
1.26% less ownership
Funds ownership: 78.78% → 77.52% (-1.3%)
1% less funds holding
Funds holding: 72 → 71 (-1)
15% less capital invested
Capital invested by funds: $368M → $313M (-$54.6M)
17% less funds holding in top 10
Funds holding in top 10: 6 → 5 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
+$5.41M |
| 2 |
JP Morgan Chase
New York
|
+$3.95M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$3.18M |
| 4 |
DJSG
D.J. St. Germain
Springfield,
Massachusetts
|
+$2.26M |
| 5 |
QA
Quantitative Advantage
Minnetonka,
Minnesota
|
+$1.18M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MWM
Modera Wealth Management
Westwood,
New Jersey
|
-$8.73M |
| 2 |
OCM
One Capital Management
Westlake Village,
California
|
-$7.54M |
| 3 |
Jane Street
New York
|
-$7.17M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$6.63M |
| 5 |
Morgan Stanley
New York
|
-$2.88M |
JPUS Hedge Fund Activity: Q4 2022 in Review
71 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Diversified Return US Equity ETF (JPUS) for Q4 2022, worth a combined $313M — down 15% from $368M a quarter earlier.
Fund positioning in JPUS was balanced in Q4 2022: 11 funds opened new positions, 11 closed out, 26 added to existing stakes and 25 trimmed.
The largest buyer was Apollon Wealth Management, opening a new position worth an estimated $5.41M. The largest seller was Modera Wealth Management, cutting an estimated $8.73M.
- 71 institutional investors held JPMorgan Diversified Return US Equity ETF (JPUS) as of Q4 2022, down from 72 in Q3 2022.
- Funds reported $313M of JPMorgan Diversified Return US Equity ETF stock for Q4 2022, down 15% quarter-over-quarter.
- 11 funds opened new JPMorgan Diversified Return US Equity ETF positions in Q4 2022 and 11 closed out, a net change of 0 holders.
- The largest JPMorgan Diversified Return US Equity ETF buyer in Q4 2022 was Apollon Wealth Management, an estimated $5.41M added.
- The largest JPMorgan Diversified Return US Equity ETF seller in Q4 2022 was Modera Wealth Management, an estimated $8.73M sold.
Based on aggregated 13F filings for Q4 2022.