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JPGE

JPMorgan Diversified Return Global Equity ETF

Delisted

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

38 hedge funds and large institutions have $101M invested in JPMorgan Diversified Return Global Equity ETF in 2018 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 14 increasing their positions, 12 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

17% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 12

6% more funds holding

Funds holding: 3638 (+2)

30% less capital invested

Capital invested by funds: $144M → $101M (-$43.1M)

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
38
Holders Change
+2
Holders Change %
+5.56%
% of All Funds
0.85%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
6
Increased
14
Reduced
12
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TIM
1
Total Investment Management
Arizona
$47.7M +$72.4K +1,266 +0.2%
Morgan Stanley
2
Morgan Stanley
New York
$8.52M +$537K +9,395 +6%
UWM
3
USAdvisors Wealth Management
Minnesota
$8.01M +$25.6K +448 +0.3%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$4.86M +$168K +2,931 +3%
Jane Street
5
Jane Street
New York
$4.36M -$1.85M -32,395 -29%
Citadel Advisors
6
Citadel Advisors
Florida
$3.98M +$4.18M +73,170 New
IWC
7
Integrated Wealth Concepts
Massachusetts
$3.34M +$928K +16,232 +36%
NEIRG
8
New England Investment & Retirement Group
Massachusetts
$2.83M -$32.4K -567 -1%
BFG
9
Barber Financial Group
Kansas
$2.74M +$205K +3,581 +8%
Ameriprise
10
Ameriprise
Minnesota
$2.46M +$88.1K +1,542 +4%
OA
11
Opes Advisors
California
$2.14M +$2.25M +39,294 New
BCI
12
Brinker Capital Investments
Pennsylvania
$1.84M -$220K -3,843 -10%
AF
13
Advisornet Financial
Minnesota
$1.25M -$193K -3,372 -13%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$789K +$1.6K +28 +0.2%
RJT
15
Raymond James Trust
Florida
$772K
PAG
16
Private Advisor Group
New Jersey
$756K +$571K +9,990 +255%
MML Investors Services
17
MML Investors Services
Massachusetts
$716K +$18.9K +331 +3%
Bank of America
18
Bank of America
North Carolina
$437K +$44.3K +775 +11%
LPL Financial
19
LPL Financial
California
$356K +$374K +6,549 New
JP Morgan Chase
20
JP Morgan Chase
New York
$355K -$3.31K -58 -0.9%
FCAG
21
First Capital Advisors Group
New Jersey
$350K -$3.55M -62,061 -91%
HighTower Advisors
22
HighTower Advisors
Illinois
$349K +$367K +6,421 New
MOS
23
MGO One Seven
Ohio
$324K -$137K -2,400 -29%
AG
24
Advisor Group
Arizona
$273K -$28.4K -496 -9%
VF
25
Virtu Financial
New York
$254K +$267K +4,671 New

JPGE Hedge Fund Activity: Q4 2018 in Review

38 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Diversified Return Global Equity ETF (JPGE) for Q4 2018, worth a combined $101M — down 30% from $144M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new JPGE positions and 4 closed out — a net gain of 2 holders — while 14 added to existing stakes and 12 trimmed.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $4.18M. The largest seller was Sowell Financial Services, exiting entirely with an estimated $37.6M sold.

  • 38 institutional investors held JPMorgan Diversified Return Global Equity ETF (JPGE) as of Q4 2018, up from 36 in Q3 2018.
  • Funds reported $101M of JPMorgan Diversified Return Global Equity ETF stock for Q4 2018, down 30% quarter-over-quarter.
  • 6 funds opened new JPMorgan Diversified Return Global Equity ETF positions in Q4 2018 and 4 closed out, a net change of +2 holders.
  • The largest JPMorgan Diversified Return Global Equity ETF buyer in Q4 2018 was Citadel Advisors, an estimated $4.18M added.
  • The largest JPMorgan Diversified Return Global Equity ETF seller in Q4 2018 was Sowell Financial Services, an estimated $37.6M sold.

Based on aggregated 13F filings for Q4 2018.