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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 $57.3M invested in JPMorgan Diversified Return Global Equity ETF in 2019 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 9 increasing their positions, 16 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

20% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 5

0% more funds holding

Funds holding: 4242 (0)

8% less capital invested

Capital invested by funds: $62.3M → $57.3M (-$4.97M)

44% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 16

Holders
42
Holders Change
Holders Change %
0%
% of All Funds
0.83%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
6
Increased
9
Reduced
16
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AG
26
Advisor Group
Arizona
$292K
UBS Group
27
UBS Group
Switzerland
$281K -$74.7K -1,228 -21%
Ameriprise
28
Ameriprise
Minnesota
$275K +$40.6K +667 +18%
MWM
29
Mission Wealth Management
California
$266K +$4.2K +69 +2%
LNC
30
Lincoln National Corp
Pennsylvania
$201K +$197K +3,233 New
BAM
31
Belpointe Asset Management
Nevada
$145K
BEAM
32
Baker Ellis Asset Management
Washington
$131K
TIM
33
Tortoise Investment Management
New York
$122K
Wells Fargo
34
Wells Fargo
California
$50K
APA
35
American Portfolios Advisors
New York
$43.6K
SFSIG
36
San Francisco Sentry Investment Group
California
$37K
Fidelity Investments
37
Fidelity Investments
Massachusetts
$31K -$1.03K -17 -3%
LTFS
38
Ladenburg Thalmann Financial Services
Florida
$23K
SFS
39
Sowell Financial Services
Arkansas
$10K +$2.8K +46 +41%
TCWM
40
Total Clarity Wealth Management
Illinois
$7K +$7.06K +116 New
Citigroup
41
Citigroup
New York
$5K +$4.44K +73 New
IRC
42
Investors Research Corp
Georgia
$4K
PFGIA
43
Patriot Financial Group Insurance Agency
Massachusetts
$1K
JP Morgan Chase
44
JP Morgan Chase
New York
-$411K -6,937 Closed
TIM
45
Total Investment Management
Arizona
-$337K -5,694 Closed
KM
46
Kalos Management
Georgia
-$245K -4,012 Closed
FAAS
47
First Allied Advisory Services
California
-$114K -1,913 Closed
ASN
48
Advisory Services Network
Georgia
-$2K -28 Closed

JPGE Hedge Fund Activity: Q4 2019 in Review

42 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Diversified Return Global Equity ETF (JPGE) for Q4 2019, worth a combined $57.3M — down 8% from $62.3M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new JPGE positions and 5 closed out — a net gain of 1 holder — while 9 added to existing stakes and 16 trimmed.

The largest buyer was Evoke Wealth, opening a new position worth an estimated $854K. The largest seller was Citadel Advisors, cutting an estimated $6.79M.

  • 42 institutional investors held JPMorgan Diversified Return Global Equity ETF (JPGE) as of Q4 2019, unchanged from Q3 2019.
  • Funds reported $57.3M of JPMorgan Diversified Return Global Equity ETF stock for Q4 2019, down 8% quarter-over-quarter.
  • 6 funds opened new JPMorgan Diversified Return Global Equity ETF positions in Q4 2019 and 5 closed out, a net change of +1 holder.
  • The largest JPMorgan Diversified Return Global Equity ETF buyer in Q4 2019 was Evoke Wealth, an estimated $854K added.
  • The largest JPMorgan Diversified Return Global Equity ETF seller in Q4 2019 was Citadel Advisors, an estimated $6.79M sold.

Based on aggregated 13F filings for Q4 2019.