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JPGE

JPMorgan Diversified Return Global Equity ETF

Delisted

JPGE was delisted on the 19th of June, 2020.

42 hedge funds and large institutions have $62.3M invested in JPMorgan Diversified Return Global Equity ETF in 2019 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 17 increasing their positions, 11 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 11

27% more capital invested

Capital invested by funds: $49M → $62.3M (+$13.3M)

20% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 5

2% more funds holding

Funds holding: 4142 (+1)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
42
Holders Change
+1
Holders Change %
+2.44%
% of All Funds
0.92%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
6
Increased
17
Reduced
11
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
26
Mission Wealth Management
California
$250K +$7.41K +126 +3%
KM
27
Kalos Management
Georgia
$245K +$23K +392 +11%
Ameriprise
28
Ameriprise
Minnesota
$222K -$1.35M -22,970 -86%
RCAG
29
Rehmann Capital Advisory Group
Michigan
$124K +$145K +2,462 New
BEAM
30
Baker Ellis Asset Management
Washington
$124K -$29.4K -500 -19%
TIM
31
Tortoise Investment Management
New York
$116K
FAAS
32
First Allied Advisory Services
California
$114K +$112K +1,913 New
Wells Fargo
33
Wells Fargo
California
$47K
APA
34
American Portfolios Advisors
New York
$41.5K
SFSIG
35
San Francisco Sentry Investment Group
California
$36K
Fidelity Investments
36
Fidelity Investments
Massachusetts
$30K +$1K +17 +3%
LTFS
37
Ladenburg Thalmann Financial Services
Florida
$22K +$6K +102 +37%
AIC
38
Ameritas Investment Company
Nebraska
$20K +$19.1K +324 New
SFS
39
Sowell Financial Services
Arkansas
$7K +$6.58K +112 New
IRC
40
Investors Research Corp
Georgia
$4K
ASN
41
Advisory Services Network
Georgia
$2K
PFGIA
42
Patriot Financial Group Insurance Agency
Massachusetts
$1K +$1K +17 New
NEIRG
43
New England Investment & Retirement Group
Massachusetts
-$1.85M -31,001 Closed
ACM
44
AlphaStar Capital Management
North Carolina
-$239K -4,022 Closed
HS
45
Horan Securities
United States
-$16K -275 Closed
Northwestern Mutual Wealth Management
46
Northwestern Mutual Wealth Management
Wisconsin
-$2K -40 Closed

JPGE Hedge Fund Activity: Q3 2019 in Review

42 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Diversified Return Global Equity ETF (JPGE) for Q3 2019, worth a combined $62.3M — up 27% from $49M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new JPGE positions and 5 closed out — a net gain of 1 holder — while 17 added to existing stakes and 11 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $3.81M. The largest seller was New England Investment & Retirement Group, exiting entirely with an estimated $1.85M sold.

  • 42 institutional investors held JPMorgan Diversified Return Global Equity ETF (JPGE) as of Q3 2019, up from 41 in Q2 2019.
  • Funds reported $62.3M of JPMorgan Diversified Return Global Equity ETF stock for Q3 2019, up 27% quarter-over-quarter.
  • 6 funds opened new JPMorgan Diversified Return Global Equity ETF positions in Q3 2019 and 5 closed out, a net change of +1 holder.
  • The largest JPMorgan Diversified Return Global Equity ETF buyer in Q3 2019 was Citadel Advisors, an estimated $3.81M added.
  • The largest JPMorgan Diversified Return Global Equity ETF seller in Q3 2019 was New England Investment & Retirement Group, an estimated $1.85M sold.

Based on aggregated 13F filings for Q3 2019.