Planning Alternatives Ltd. ADV Has $1.11 Million Stake in JPMorgan Diversified Return U.S. Equity ETF $JPUS

Planning Alternatives Ltd. ADV reduced its stake in shares of JPMorgan Diversified Return U.S. Equity ETF (NYSEARCA:JPUS) by 29.4% during the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 8,523 shares of the company’s stock after selling 3,556 shares during the quarter. Planning Alternatives Ltd. ADV’s holdings in JPMorgan Diversified Return U.S. Equity ETF were worth $1,110,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also modified their holdings of JPUS. AQR Capital Management LLC raised its position in JPMorgan Diversified Return U.S. Equity ETF by 0.7% in the 4th quarter. AQR Capital Management LLC now owns 12,676 shares of the company’s stock worth $1,571,000 after purchasing an additional 85 shares during the last quarter. Cetera Investment Advisers boosted its position in JPMorgan Diversified Return U.S. Equity ETF by 3.8% in the 4th quarter. Cetera Investment Advisers now owns 3,409 shares of the company’s stock valued at $422,000 after buying an additional 126 shares during the last quarter. Aptus Capital Advisors LLC boosted its position in JPMorgan Diversified Return U.S. Equity ETF by 9.3% in the 3rd quarter. Aptus Capital Advisors LLC now owns 1,631 shares of the company’s stock valued at $202,000 after buying an additional 139 shares during the last quarter. RHS Financial LLC increased its stake in shares of JPMorgan Diversified Return U.S. Equity ETF by 1.6% in the 4th quarter. RHS Financial LLC now owns 10,842 shares of the company’s stock valued at $1,344,000 after buying an additional 168 shares during the period. Finally, Ameriprise Financial Inc. increased its stake in shares of JPMorgan Diversified Return U.S. Equity ETF by 6.6% in the 3rd quarter. Ameriprise Financial Inc. now owns 2,812 shares of the company’s stock valued at $352,000 after buying an additional 174 shares during the period.

JPMorgan Diversified Return U.S. Equity ETF Price Performance

JPUS stock opened at $141.10 on Monday. JPMorgan Diversified Return U.S. Equity ETF has a twelve month low of $117.15 and a twelve month high of $142.43. The company has a market cap of $451.52 million, a P/E ratio of 17.74 and a beta of 0.80. The business has a fifty day moving average of $138.46 and a 200-day moving average of $134.31.

JPMorgan Diversified Return U.S. Equity ETF Profile

The JPMorgan Diversified Return U.S. Equity ETF (JPUS) is an exchange-traded fund that mostly invests in large cap equity. The fund tracks an index of large-cap US stocks selected from the Russell 1000 using relative value, momentum, and quality factors. The fund is weighted for equal risk contribution at the sector level and holdings are equal-weighted within sectors. JPUS was launched on Sep 29, 2015 and is managed by JPMorgan Chase.