JPMorgan Diversified Return Global Equity ETF
JPGE
JPGE was delisted on the 19th of June, 2020.
8 hedge funds and large institutions have $35.1M invested in JPMorgan Diversified Return Global Equity ETF in 2015 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, 4 reducing their positions, and 2 closing their positions.
1% less capital invested
Capital invested by funds: $35.3M → $35.1M (-$239K)
11% less funds holding
Funds holding: 9 → 8 (-1)
50% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 2
75% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$528K |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$50.1K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$1.54M |
| 2 |
VKH
Virtu KCG Holdings
New York
|
-$416K |
| 3 |
Jane Street
New York
|
-$220K |
| 4 |
TIM
Tortoise Investment Management
White Plains,
New York
|
-$47.6K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$2K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
JP Morgan Chase
New York
| $25M | – | – | – |
|
|
2
Jane Street
New York
| $6.91M | -$220K | -4,386 | -3% |
|
|
3
Morgan Stanley
New York
| $1.15M | -$1.54M | -30,651 | -58% |
|
|
4
Ameriprise
Minneapolis,
Minnesota
| $940K | +$528K | +10,535 | +132% |
|
|
TIM
5
Tortoise Investment Management
White Plains,
New York
| $794K | -$47.6K | -950 | -6% |
|
|
MFS
6
MSI Financial Services
Springfield,
Massachusetts
| $243K | -$1.25K | -25 | -0.5% |
|
|
7
UBS Group
Zurich,
Switzerland
| $51K | +$50.1K | +1,000 | New |
|
|
VKH
8
Virtu KCG Holdings
New York
| – | -$416K | -8,532 | Closed |
|
|
9
Bank of America
Charlotte,
North Carolina
| – | -$2K | -48 | Closed |
|
JPGE Hedge Fund Activity: Q1 2015 in Review
8 of the 3,754 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Diversified Return Global Equity ETF (JPGE) for Q1 2015, worth a combined $35.1M — down 0.68% from $35.3M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of JPGE and 1 opened new positions — a net loss of 1 holder — while 4 trimmed existing stakes and 1 added.
The largest buyer was Ameriprise, adding an estimated $528K. The largest seller was Morgan Stanley, cutting an estimated $1.54M.
- 8 institutional investors held JPMorgan Diversified Return Global Equity ETF (JPGE) as of Q1 2015, down from 9 in Q4 2014.
- Funds reported $35.1M of JPMorgan Diversified Return Global Equity ETF stock for Q1 2015, down 0.68% quarter-over-quarter.
- 1 fund opened new JPMorgan Diversified Return Global Equity ETF positions in Q1 2015 and 2 closed out, a net change of -1 holder.
- The largest JPMorgan Diversified Return Global Equity ETF buyer in Q1 2015 was Ameriprise, an estimated $528K added.
- The largest JPMorgan Diversified Return Global Equity ETF seller in Q1 2015 was Morgan Stanley, an estimated $1.54M sold.
Based on aggregated 13F filings for Q1 2015.