We are live on ! Find out more
JPGE

JPMorgan Diversified Return Global Equity ETF

Delisted

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

26 hedge funds and large institutions have $61M invested in JPMorgan Diversified Return Global Equity ETF in 2017 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 9 increasing their positions, 2 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 2

233% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 3

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

69% more capital invested

Capital invested by funds: $36.1M → $61M (+$24.9M)

37% more funds holding

Funds holding: 1926 (+7)

Holders
26
Holders Change
+7
Holders Change %
+36.84%
% of All Funds
0.59%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
10
Increased
9
Reduced
2
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$18.3M
UWM
2
USAdvisors Wealth Management
Minnesota
$7.96M +$7.83M +127,333 New
UBS Group
3
UBS Group
Switzerland
$7.11M +$6.89M +112,030 +6,802%
FCAG
4
First Capital Advisors Group
New Jersey
$4.56M -$359K -5,838 -7%
BFG
5
Barber Financial Group
Kansas
$3.66M +$3.6M +58,544 New
RJFSA
6
Raymond James Financial Services Advisors
Florida
$2.81M +$1.03M +16,670 +59%
Ameriprise
7
Ameriprise
Minnesota
$2.71M +$2.67M +43,468 New
AF
8
Advisornet Financial
Minnesota
$2.37M +$2.33M +37,930 New
FAM
9
Formidable Asset Management
Ohio
$2.01M +$1.98M +32,188 New
BCI
10
Brinker Capital Investments
Pennsylvania
$1.41M -$167K -2,714 -11%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$1.35M +$346K +5,628 +35%
AG
12
Advisor Group
Arizona
$1.2M +$838K +13,616 +244%
Morgan Stanley
13
Morgan Stanley
New York
$1.18M +$28.3K +460 +3%
FAAS
14
First Allied Advisory Services
California
$998K +$982K +15,962 New
MOS
15
MGO One Seven
Ohio
$776K +$764K +12,420 New
Bank of America
16
Bank of America
North Carolina
$465K +$308 +5 +0.1%
MML Investors Services
17
MML Investors Services
Massachusetts
$438K +$17.1K +278 +4%
LTFS
18
Ladenburg Thalmann Financial Services
Florida
$410K +$278K +4,520 +222%
LNC
19
Lincoln National Corp
Pennsylvania
$279K +$274K +4,456 New
CF
20
Centaurus Financial
California
$239K +$235K +3,818 New
OMC
21
Old Mission Capital
Illinois
$237K +$9.9K +161 +4%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$232K +$228K +3,707 New
TIM
23
Tortoise Investment Management
New York
$216K
SFSIG
24
San Francisco Sentry Investment Group
California
$38K
WAP
25
Wealthcare Advisory Partners
Pennsylvania
$30K

JPGE Hedge Fund Activity: Q4 2017 in Review

26 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Diversified Return Global Equity ETF (JPGE) for Q4 2017, worth a combined $61M — up 69% from $36.1M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new JPGE positions and 3 closed out — a net gain of 7 holders — while 9 added to existing stakes and 2 trimmed.

The largest buyer was UBS Group, adding an estimated $6.89M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $3.61M sold.

  • 26 institutional investors held JPMorgan Diversified Return Global Equity ETF (JPGE) as of Q4 2017, up from 19 in Q3 2017.
  • Funds reported $61M of JPMorgan Diversified Return Global Equity ETF stock for Q4 2017, up 69% quarter-over-quarter.
  • 10 funds opened new JPMorgan Diversified Return Global Equity ETF positions in Q4 2017 and 3 closed out, a net change of +7 holders.
  • The largest JPMorgan Diversified Return Global Equity ETF buyer in Q4 2017 was UBS Group, an estimated $6.89M added.
  • The largest JPMorgan Diversified Return Global Equity ETF seller in Q4 2017 was Susquehanna International Group, an estimated $3.61M sold.

Based on aggregated 13F filings for Q4 2017.