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JPGE

JPMorgan Diversified Return Global Equity ETF

Delisted

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

37 hedge funds and large institutions have $93.5M invested in JPMorgan Diversified Return Global Equity ETF in 2019 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 10 increasing their positions, 12 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 6

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

3% less funds holding

Funds holding: 3837 (-1)

7% less capital invested

Capital invested by funds: $101M → $93.5M (-$7.21M)

17% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 12

Holders
37
Holders Change
-1
Holders Change %
-2.63%
% of All Funds
0.8%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
7
Increased
10
Reduced
12
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TIM
1
Total Investment Management
Arizona
$46.1M -$1.26M -21,600 -3%
Morgan Stanley
2
Morgan Stanley
New York
$9.99M +$682K +11,738 +7%
UWM
3
USAdvisors Wealth Management
Minnesota
$8.95M +$202K +3,484 +2%
Jane Street
4
Jane Street
New York
$5.83M +$1.05M +18,008 +22%
Citadel Advisors
5
Citadel Advisors
Florida
$3.73M -$601K -10,348 -14%
BFG
6
Barber Financial Group
Kansas
$3.23M +$237K +4,085 +8%
Ameriprise
7
Ameriprise
Minnesota
$2.92M +$223K +3,832 +8%
NEIRG
8
New England Investment & Retirement Group
Massachusetts
$1.8M -$1.26M -21,654 -42%
BCI
9
Brinker Capital Investments
Pennsylvania
$1.79M -$214K -3,676 -11%
AF
10
Advisornet Financial
Minnesota
$1.32M -$34.8K -599 -3%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$864K +$3.25K +56 +0.4%
RJT
12
Raymond James Trust
Florida
$842K
MML Investors Services
13
MML Investors Services
Massachusetts
$789K +$7.9K +136 +1%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$727K -$4.48M -77,148 -86%
AIC
15
Ameritas Investment Company
Nebraska
$597K +$585K +10,063 New
LPL Financial
16
LPL Financial
California
$554K +$162K +2,794 +43%
Bank of America
17
Bank of America
North Carolina
$424K -$51K -877 -11%
JP Morgan Chase
18
JP Morgan Chase
New York
$412K +$23.8K +409 +6%
HighTower Advisors
19
HighTower Advisors
Illinois
$381K
AG
20
Advisor Group
Arizona
$281K -$14.4K -247 -5%
MWM
21
Mission Wealth Management
California
$251K +$245K +4,223 New
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$241K +$236K +4,057 New
ACM
23
AlphaStar Capital Management
North Carolina
$223K +$218K +3,751 New
MOS
24
MGO One Seven
Ohio
$211K -$139K -2,400 -40%
LNC
25
Lincoln National Corp
Pennsylvania
$210K +$205K +3,536 New

JPGE Hedge Fund Activity: Q1 2019 in Review

37 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Diversified Return Global Equity ETF (JPGE) for Q1 2019, worth a combined $93.5M — down 7.2% from $101M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new JPGE positions and 6 closed out — a net gain of 1 holder — while 10 added to existing stakes and 12 trimmed.

The largest buyer was Jane Street, adding an estimated $1.05M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $4.48M.

  • 37 institutional investors held JPMorgan Diversified Return Global Equity ETF (JPGE) as of Q1 2019, down from 38 in Q4 2018.
  • Funds reported $93.5M of JPMorgan Diversified Return Global Equity ETF stock for Q1 2019, down 7.2% quarter-over-quarter.
  • 7 funds opened new JPMorgan Diversified Return Global Equity ETF positions in Q1 2019 and 6 closed out, a net change of +1 holder.
  • The largest JPMorgan Diversified Return Global Equity ETF buyer in Q1 2019 was Jane Street, an estimated $1.05M added.
  • The largest JPMorgan Diversified Return Global Equity ETF seller in Q1 2019 was Raymond James Financial Services Advisors, an estimated $4.48M sold.

Based on aggregated 13F filings for Q1 2019.