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

Planning Alternatives Ltd. ADV lifted its holdings in shares of JPMorgan Diversified Return US Equity ETF (NYSEARCA:JPUS) by 1.8% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 526,199 shares of the company’s stock after buying an additional 9,326 shares during the period. JPMorgan Diversified Return US Equity ETF comprises 9.2% of Planning Alternatives Ltd. ADV’s investment portfolio, making the stock its 4th biggest holding. Planning Alternatives Ltd. ADV owned approximately 13.22% of JPMorgan Diversified Return US Equity ETF worth $60,045,000 as of its most recent SEC filing.

Other large investors have also modified their holdings of the company. Geneos Wealth Management Inc. purchased a new position in JPMorgan Diversified Return US Equity ETF in the 4th quarter valued at approximately $47,000. Private Trust Co. NA increased its stake in JPMorgan Diversified Return US Equity ETF by 1,530.8% in the 4th quarter. Private Trust Co. NA now owns 636 shares of the company’s stock valued at $73,000 after purchasing an additional 597 shares in the last quarter. Stifel Financial Corp purchased a new position in JPMorgan Diversified Return US Equity ETF in the 3rd quarter valued at approximately $201,000. Kelly Financial Group LLC purchased a new position in JPMorgan Diversified Return US Equity ETF in the 4th quarter valued at approximately $231,000. Finally, Integrated Wealth Concepts LLC purchased a new position in JPMorgan Diversified Return US Equity ETF in the 3rd quarter valued at approximately $250,000.

JPMorgan Diversified Return US Equity ETF Price Performance

NYSEARCA JPUS opened at $116.69 on Tuesday. JPMorgan Diversified Return US Equity ETF has a 1-year low of $105.53 and a 1-year high of $124.10. The company has a market capitalization of $441.09 million, a P/E ratio of 19.02 and a beta of 0.98. The business has a 50 day moving average price of $116.66 and a 200 day moving average price of $118.13.

JPMorgan Diversified Return US 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.