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JPUS

JPMorgan Diversified Return US Equity ETF

79 hedge funds and large institutions have $337M invested in JPMorgan Diversified Return US Equity ETF in 2024 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 24 increasing their positions, 33 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 5

5% more funds holding

Funds holding: 7579 (+4)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

5% less capital invested

Capital invested by funds: $352M → $337M (-$15.9M)

3.11% less ownership

Funds ownership: 78.21%75.1% (-3.1%)

27% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 33

Holders
79
Holders Change
+4
Holders Change %
+5.33%
% of All Funds
1.14%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
9
Increased
24
Reduced
33
Closed
5
Calls
$448K
Puts
Net Calls
+$448K
Net Calls Change
-$35K
Name Holding Trade Value Shares
Change
Change in
Stake
PA
1
Planning Alternatives
Michigan
$57.8M -$227K -2,152 -0.4%
DJSG
2
D.J. St. Germain
Massachusetts
$56.5M -$2.59M -24,524 -5%
MWM
3
Modera Wealth Management
New Jersey
$37.9M -$886K -8,400 -2%
UBS Group
4
UBS Group
Switzerland
$34.8M -$2.11M -20,020 -6%
Bank of America
5
Bank of America
North Carolina
$26.5M -$24.2M -229,202 -49%
CAPTRUST Financial Advisors
6
CAPTRUST Financial Advisors
North Carolina
$23.8M -$290K -2,750 -1%
Wealth Enhancement Advisory Services
7
Wealth Enhancement Advisory Services
Minnesota
$21.1M -$829K -7,854 -4%
SCM
8
Sterneck Capital Management
Missouri
$8.54M +$373K +3,537 +5%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$7.1M +$73.9K +700 +1%
JP Morgan Chase
10
JP Morgan Chase
New York
$5.74M -$159K -1,511 -3%
Morgan Stanley
11
Morgan Stanley
New York
$5.33M -$12.2M -116,011 -71%
AWM
12
Apollon Wealth Management
South Carolina
$3.61M +$73.5K +696 +2%
HWA
13
HHM Wealth Advisors
Tennessee
$3M -$230K -2,178 -8%
LPL Financial
14
LPL Financial
California
$2.56M +$16.8K +159 +0.7%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$2.54M
MWA
16
MN Wealth Advisors
Kansas
$2.3M -$12.5K -118 -0.6%
EWA
17
Etesian Wealth Advisors
Oregon
$2.2M -$125K -1,188 -6%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$2.1M +$26K +246 +1%
RF
19
RHS Financial
California
$2.06M +$119K +1,128 +7%
Jane Street
20
Jane Street
New York
$1.95M +$1.35M +12,758 +273%
EFMC
21
Empire Financial Management Company
New York
$1.75M -$233K -2,212 -12%
FPCP
22
Fort Point Capital Partners
California
$1.71M -$55.7K -528 -3%
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$1.7M -$583K -5,520 -27%
Osaic Holdings
24
Osaic Holdings
Arizona
$1.53M +$39.8K +377 +3%
Wells Fargo
25
Wells Fargo
California
$1.44M +$249K +2,363 +23%

JPUS Hedge Fund Activity: Q1 2024 in Review

79 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Diversified Return US Equity ETF (JPUS) for Q1 2024, worth a combined $337M — down 4.5% from $352M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new JPUS positions and 5 closed out — a net gain of 4 holders — while 24 added to existing stakes and 33 trimmed.

The largest buyer was Jane Street, adding an estimated $1.35M. The largest seller was Bank of America, cutting an estimated $24.2M.

  • 79 institutional investors held JPMorgan Diversified Return US Equity ETF (JPUS) as of Q1 2024, up from 75 in Q4 2023.
  • Funds reported $337M of JPMorgan Diversified Return US Equity ETF stock for Q1 2024, down 4.5% quarter-over-quarter.
  • 9 funds opened new JPMorgan Diversified Return US Equity ETF positions in Q1 2024 and 5 closed out, a net change of +4 holders.
  • The largest JPMorgan Diversified Return US Equity ETF buyer in Q1 2024 was Jane Street, an estimated $1.35M added.
  • The largest JPMorgan Diversified Return US Equity ETF seller in Q1 2024 was Bank of America, an estimated $24.2M sold.

Based on aggregated 13F filings for Q1 2024.