JPMorgan Diversified Return US Equity ETF (NYSEARCA:JPUS) is Planning Alternatives Ltd. ADV’s 4th Largest Position

Planning Alternatives Ltd. ADV increased its stake in JPMorgan Diversified Return US Equity ETF (NYSEARCA:JPUS) by 0.0% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 516,873 shares of the company’s stock after buying an additional 127 shares during the period. JPMorgan Diversified Return US Equity ETF accounts for 9.4% of Planning Alternatives Ltd. ADV’s portfolio, making the stock its 4th largest position. Planning Alternatives Ltd. ADV owned approximately 12.99% of JPMorgan Diversified Return US Equity ETF worth $61,857,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors and hedge funds have also bought and sold shares of the company. Sterneck Capital Management LLC boosted its stake in JPMorgan Diversified Return US Equity ETF by 3.5% during the third quarter. Sterneck Capital Management LLC now owns 81,810 shares of the company’s stock worth $9,791,000 after acquiring an additional 2,772 shares in the last quarter. Apollon Wealth Management LLC grew its stake in shares of JPMorgan Diversified Return US Equity ETF by 2.7% in the 3rd quarter. Apollon Wealth Management LLC now owns 37,295 shares of the company’s stock worth $4,463,000 after buying an additional 977 shares during the last quarter. RHS Financial LLC increased its position in JPMorgan Diversified Return US Equity ETF by 12.3% during the 2nd quarter. RHS Financial LLC now owns 20,609 shares of the company’s stock valued at $2,250,000 after buying an additional 2,256 shares in the last quarter. Commonwealth Equity Services LLC raised its stake in JPMorgan Diversified Return US Equity ETF by 2.0% during the second quarter. Commonwealth Equity Services LLC now owns 19,118 shares of the company’s stock valued at $2,087,000 after buying an additional 375 shares during the last quarter. Finally, Albion Financial Group UT bought a new stake in JPMorgan Diversified Return US Equity ETF in the second quarter worth $349,000.

JPMorgan Diversified Return US Equity ETF Stock Performance

NYSEARCA:JPUS opened at $121.69 on Friday. The firm has a 50-day simple moving average of $119.42 and a two-hundred day simple moving average of $114.46. The firm has a market cap of $484.34 million, a P/E ratio of 16.38 and a beta of 0.80. JPMorgan Diversified Return US Equity ETF has a fifty-two week low of $97.00 and a fifty-two week high of $122.41.

JPMorgan Diversified Return US Equity ETF Company 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.