JPMorgan Diversified Return Global Equity ETF
JPGE
JPGE was delisted on the 19th of June, 2020.
9 hedge funds and large institutions have $35.3M invested in JPMorgan Diversified Return Global Equity ETF in 2014 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 3 increasing their positions, 2 reducing their positions, and closing their positions.
80% more funds holding
Funds holding: 5 → 9 (+4)
55% more capital invested
Capital invested by funds: $22.7M → $35.3M (+$12.6M)
50% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$14.7M |
| 2 |
VKH
Virtu KCG Holdings
New York
|
+$417K |
| 3 |
TIM
Tortoise Investment Management
White Plains,
New York
|
+$413K |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$391K |
| 5 |
MFS
MSI Financial Services
Springfield,
Massachusetts
|
+$234K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$3.2M |
| 2 |
Jane Street
New York
|
-$166K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
JP Morgan Chase
New York
| $24M | +$14.7M | +301,508 | +158% |
|
|
2
Jane Street
New York
| $6.85M | -$166K | -3,384 | -2% |
|
|
3
Morgan Stanley
New York
| $2.6M | -$3.2M | -65,328 | -55% |
|
|
TIM
4
Tortoise Investment Management
White Plains,
New York
| $809K | +$413K | +8,445 | +104% |
|
|
VKH
5
Virtu KCG Holdings
New York
| $416K | +$417K | +8,532 | New |
|
|
6
Ameriprise
Minneapolis,
Minnesota
| $389K | +$391K | +7,989 | New |
|
|
MFS
7
MSI Financial Services
Springfield,
Massachusetts
| $235K | +$234K | +4,774 | +9,548% |
|
8
Bank of America
Charlotte,
North Carolina
| $2K | +$2.35K | +48 | New |
|
9
Parallax Volatility Advisers
San Francisco,
California
| – | +$49 | +1 | New |
|
JPGE Hedge Fund Activity: Q4 2014 in Review
9 of the 3,751 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Diversified Return Global Equity ETF (JPGE) for Q4 2014, worth a combined $35.3M — up 55% from $22.7M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new JPGE positions and 0 closed out — a net gain of 4 holders — while 3 added to existing stakes and 2 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $14.7M. The largest seller was Morgan Stanley, cutting an estimated $3.2M.
- 9 institutional investors held JPMorgan Diversified Return Global Equity ETF (JPGE) as of Q4 2014, up from 5 in Q3 2014.
- Funds reported $35.3M of JPMorgan Diversified Return Global Equity ETF stock for Q4 2014, up 55% quarter-over-quarter.
- 4 funds opened new JPMorgan Diversified Return Global Equity ETF positions in Q4 2014 and 0 closed out, a net change of +4 holders.
- The largest JPMorgan Diversified Return Global Equity ETF buyer in Q4 2014 was JP Morgan Chase, an estimated $14.7M added.
- The largest JPMorgan Diversified Return Global Equity ETF seller in Q4 2014 was Morgan Stanley, an estimated $3.2M sold.
Based on aggregated 13F filings for Q4 2014.