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JPGE

JPMorgan Diversified Return Global Equity ETF

Delisted

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

41 hedge funds and large institutions have $49M invested in JPMorgan Diversified Return Global Equity ETF in 2019 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 11 increasing their positions, 15 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 3

11% more funds holding

Funds holding: 3741 (+4)

27% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 15

48% less capital invested

Capital invested by funds: $93.5M → $49M (-$44.5M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
41
Holders Change
+4
Holders Change %
+10.81%
% of All Funds
0.89%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
7
Increased
11
Reduced
15
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$10.3M +$251K +4,218 +3%
UCFA
2
United Capital Financial Advisors
Texas
$6.6M +$6.58M +110,830 New
Jane Street
3
Jane Street
New York
$5.94M +$92.7K +1,560 +2%
Citadel Advisors
4
Citadel Advisors
Florida
$3.8M +$56.4K +950 +2%
BFG
5
Barber Financial Group
Kansas
$3.31M +$66.4K +1,117 +2%
CF
6
Centaurus Financial
California
$2.67M +$2.52M +42,365 +1,689%
AWM
7
AE Wealth Management
Kansas
$2.21M +$2.21M +37,158 New
NEIRG
8
New England Investment & Retirement Group
Massachusetts
$1.85M +$39.1K +659 +2%
Ameriprise
9
Ameriprise
Minnesota
$1.59M -$1.33M -22,392 -46%
BCI
10
Brinker Capital Investments
Pennsylvania
$1.45M -$349K -5,878 -19%
AF
11
Advisornet Financial
Minnesota
$1.3M -$26.6K -447 -2%
RJT
12
Raymond James Trust
Florida
$842K -$2.14K -36 -0.3%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$750K -$117K -1,970 -14%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$698K -$31.4K -529 -4%
PAG
15
Private Advisor Group
New Jersey
$691K +$490K +8,246 +246%
MML Investors Services
16
MML Investors Services
Massachusetts
$679K -$112K -1,888 -14%
LPL Financial
17
LPL Financial
California
$567K +$11.1K +187 +2%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$422K +$421K +7,093 New
Bank of America
19
Bank of America
North Carolina
$415K -$10.8K -181 -3%
JP Morgan Chase
20
JP Morgan Chase
New York
$412K
HighTower Advisors
21
HighTower Advisors
Illinois
$371K -$12.9K -218 -3%
TIM
22
Total Investment Management
Arizona
$324K -$47M -790,853 -99%
AG
23
Advisor Group
Arizona
$283K -$475 -8 -0.2%
MWM
24
Mission Wealth Management
California
$243K -$8.02K -135 -3%
ACM
25
AlphaStar Capital Management
North Carolina
$239K +$16.1K +271 +7%

JPGE Hedge Fund Activity: Q2 2019 in Review

41 of the 4,605 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Diversified Return Global Equity ETF (JPGE) for Q2 2019, worth a combined $49M — down 48% from $93.5M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new JPGE positions and 3 closed out — a net gain of 4 holders — while 11 added to existing stakes and 15 trimmed.

The largest buyer was United Capital Financial Advisors, opening a new position worth an estimated $6.58M. The largest seller was Total Investment Management, cutting an estimated $47M.

  • 41 institutional investors held JPMorgan Diversified Return Global Equity ETF (JPGE) as of Q2 2019, up from 37 in Q1 2019.
  • Funds reported $49M of JPMorgan Diversified Return Global Equity ETF stock for Q2 2019, down 48% quarter-over-quarter.
  • 7 funds opened new JPMorgan Diversified Return Global Equity ETF positions in Q2 2019 and 3 closed out, a net change of +4 holders.
  • The largest JPMorgan Diversified Return Global Equity ETF buyer in Q2 2019 was United Capital Financial Advisors, an estimated $6.58M added.
  • The largest JPMorgan Diversified Return Global Equity ETF seller in Q2 2019 was Total Investment Management, an estimated $47M sold.

Based on aggregated 13F filings for Q2 2019.