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JPUS

JPMorgan Diversified Return US Equity ETF

73 hedge funds and large institutions have $316M invested in JPMorgan Diversified Return US Equity ETF in 2023 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 23 increasing their positions, 31 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 3

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

3% more funds holding

Funds holding: 7173 (+2)

1% more capital invested

Capital invested by funds: $313M → $316M (+$2.64M)

13.49% less ownership

Funds ownership: 77.52%64.03% (-13%)

26% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 31

Holders
73
Holders Change
+2
Holders Change %
+2.82%
% of All Funds
1.16%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.1%
New
9
Increased
23
Reduced
31
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PA
1
Planning Alternatives
Michigan
$49.1M +$184K +1,903 +0.4%
Bank of America
2
Bank of America
North Carolina
$45M +$163K +1,689 +0.4%
MWM
3
Modera Wealth Management
New Jersey
$36.1M -$3.05M -31,636 -8%
UBS Group
4
UBS Group
Switzerland
$32.6M -$886K -9,188 -3%
QA
5
Quantitative Advantage
Minnesota
$18.9M +$551K +5,709 +3%
Morgan Stanley
6
Morgan Stanley
New York
$18.4M -$212K -2,196 -1%
LPL Financial
7
LPL Financial
California
$16.4M +$940K +9,741 +6%
CW
8
CreativeOne Wealth
Kansas
$14.3M +$387K +4,014 +3%
SCM
9
Sterneck Capital Management
Missouri
$7.26M +$8.29K +86 +0.1%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$5.92M +$1.1M +11,375 +22%
AWM
11
Apollon Wealth Management
South Carolina
$5.9M +$391K +4,057 +7%
OCM
12
One Capital Management
California
$5.57M -$43K -446 -0.8%
EFMC
13
Empire Financial Management Company
New York
$5.31M +$5.36M +55,517 New
BAM
14
Bellevue Asset Management
Washington
$5.26M +$31.7K +329 +0.6%
GM
15
GeoWealth Management
Illinois
$5.03M -$108K -1,124 -2%
JP Morgan Chase
16
JP Morgan Chase
New York
$4.62M +$510K +5,289 +12%
FCAG
17
First Capital Advisors Group
New Jersey
$4.57M +$43.7K +453 +1%
SIA
18
SkyView Investment Advisors
New Jersey
$4.57M +$43.7K +453 +1%
HWA
19
HHM Wealth Advisors
Tennessee
$3.24M -$27.5K -285 -0.8%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$2.71M +$1.77M +18,386 +184%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$2.2M -$7.72K -80 -0.3%
EWA
22
Etesian Wealth Advisors
Oregon
$1.93M +$20.6K +214 +1%
FPCP
23
Fort Point Capital Partners
California
$1.53M +$41.6K +431 +3%
Wells Fargo
24
Wells Fargo
California
$1.16M -$80.3K -832 -6%
IWN
25
Independent Wealth Network
Iowa
$1.15M +$8.59K +89 +0.7%

JPUS Hedge Fund Activity: Q1 2023 in Review

73 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Diversified Return US Equity ETF (JPUS) for Q1 2023, worth a combined $316M — up 0.84% from $313M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new JPUS positions and 3 closed out — a net gain of 6 holders — while 23 added to existing stakes and 31 trimmed.

The largest buyer was Susquehanna International Group, adding an estimated $1.77M. The largest seller was Goldman Sachs, exiting entirely with an estimated $9.1M sold.

  • 73 institutional investors held JPMorgan Diversified Return US Equity ETF (JPUS) as of Q1 2023, up from 71 in Q4 2022.
  • Funds reported $316M of JPMorgan Diversified Return US Equity ETF stock for Q1 2023, up 0.84% quarter-over-quarter.
  • 9 funds opened new JPMorgan Diversified Return US Equity ETF positions in Q1 2023 and 3 closed out, a net change of +6 holders.
  • The largest JPMorgan Diversified Return US Equity ETF buyer in Q1 2023 was Susquehanna International Group, an estimated $1.77M added.
  • The largest JPMorgan Diversified Return US Equity ETF seller in Q1 2023 was Goldman Sachs, an estimated $9.1M sold.

Based on aggregated 13F filings for Q1 2023.