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JPGE

JPMorgan Diversified Return Global Equity ETF

Delisted

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

32 hedge funds and large institutions have $114M invested in JPMorgan Diversified Return Global Equity ETF in 2018 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 13 increasing their positions, 7 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 2

87% more capital invested

Capital invested by funds: $61M → $114M (+$53.3M)

86% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 7

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

23% more funds holding

Funds holding: 2632 (+6)

Holders
32
Holders Change
+6
Holders Change %
+23.08%
% of All Funds
0.73%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
8
Increased
13
Reduced
7
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TIM
1
Total Investment Management
Arizona
$48.7M +$49.5M +788,281 New
UWM
2
USAdvisors Wealth Management
Minnesota
$8.56M +$711K +11,323 +9%
UBS Group
3
UBS Group
Switzerland
$7.35M +$337K +5,372 +5%
Jane Street
4
Jane Street
New York
$6.51M +$6.62M +105,508 New
RJFSA
5
Raymond James Financial Services Advisors
Florida
$6.48M +$3.76M +59,979 +133%
Morgan Stanley
6
Morgan Stanley
New York
$5.07M +$3.97M +63,293 +336%
FCAG
7
First Capital Advisors Group
New Jersey
$4.57M +$64.3K +1,025 +1%
NEIRG
8
New England Investment & Retirement Group
Massachusetts
$3.34M +$3.4M +54,135 New
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$3M +$3.05M +48,628 New
Ameriprise
10
Ameriprise
Minnesota
$2.99M +$315K +5,016 +12%
Citadel Advisors
11
Citadel Advisors
Florida
$2.83M +$2.88M +45,853 New
BFG
12
Barber Financial Group
Kansas
$2.7M -$929K -14,806 -25%
AF
13
Advisornet Financial
Minnesota
$2.19M -$151K -2,400 -6%
CF
14
Centaurus Financial
California
$1.69M +$1.48M +23,630 +619%
BCI
15
Brinker Capital Investments
Pennsylvania
$1.68M +$293K +4,661 +21%
AG
16
Advisor Group
Arizona
$1.16M -$22.2K -354 -2%
FAAS
17
First Allied Advisory Services
California
$1.07M +$93.8K +1,494 +9%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$772K -$575K -9,161 -42%
MOS
19
MGO One Seven
Ohio
$735K -$31.6K -504 -4%
OMC
20
Old Mission Capital
Illinois
$480K +$250K +3,985 +105%
Bank of America
21
Bank of America
North Carolina
$475K +$15.2K +242 +3%
MML Investors Services
22
MML Investors Services
Massachusetts
$452K +$20.3K +324 +5%
JP Morgan Chase
23
JP Morgan Chase
New York
$417K -$17.9M -285,616 -98%
LTFS
24
Ladenburg Thalmann Financial Services
Florida
$350K -$54.9K -874 -13%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$255K +$27.1K +431 +12%

JPGE Hedge Fund Activity: Q1 2018 in Review

32 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Diversified Return Global Equity ETF (JPGE) for Q1 2018, worth a combined $114M — up 87% from $61M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new JPGE positions and 2 closed out — a net gain of 6 holders — while 13 added to existing stakes and 7 trimmed.

The largest buyer was Total Investment Management, opening a new position worth an estimated $49.5M. The largest seller was JP Morgan Chase, cutting an estimated $17.9M.

  • 32 institutional investors held JPMorgan Diversified Return Global Equity ETF (JPGE) as of Q1 2018, up from 26 in Q4 2017.
  • Funds reported $114M of JPMorgan Diversified Return Global Equity ETF stock for Q1 2018, up 87% quarter-over-quarter.
  • 8 funds opened new JPMorgan Diversified Return Global Equity ETF positions in Q1 2018 and 2 closed out, a net change of +6 holders.
  • The largest JPMorgan Diversified Return Global Equity ETF buyer in Q1 2018 was Total Investment Management, an estimated $49.5M added.
  • The largest JPMorgan Diversified Return Global Equity ETF seller in Q1 2018 was JP Morgan Chase, an estimated $17.9M sold.

Based on aggregated 13F filings for Q1 2018.