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JPGE

JPMorgan Diversified Return Global Equity ETF

Delisted

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

42 hedge funds and large institutions have $57.3M invested in JPMorgan Diversified Return Global Equity ETF in 2019 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 9 increasing their positions, 16 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

20% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 5

0% more funds holding

Funds holding: 4242 (0)

8% less capital invested

Capital invested by funds: $62.3M → $57.3M (-$4.97M)

44% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 16

Holders
42
Holders Change
Holders Change %
0%
% of All Funds
0.83%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
6
Increased
9
Reduced
16
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UWM
1
USAdvisors Wealth Management
Minnesota
$10.7M +$616K +10,114 +6%
Morgan Stanley
2
Morgan Stanley
New York
$10.7M -$87.3K -1,434 -0.8%
JWBC
3
John W. Brooker & Co
California
$6.25M +$6.11M +100,373 New
UCFA
4
United Capital Financial Advisors
Texas
$5.09M -$1.05M -17,288 -17%
Jane Street
5
Jane Street
New York
$3.43M -$6.04M -99,218 -64%
BFG
6
Barber Financial Group
Kansas
$3.15M -$170K -2,787 -5%
CF
7
Centaurus Financial
California
$2.88M +$4.93K +81 +0.2%
AWM
8
AE Wealth Management
Kansas
$2.58M +$57.5K +945 +2%
AF
9
Advisornet Financial
Minnesota
$1.36M -$23.4K -384 -2%
Citadel Advisors
10
Citadel Advisors
Florida
$1.06M -$6.79M -111,522 -87%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$848K -$478K -7,854 -37%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$710K -$22K -361 -3%
EW
13
Evoke Wealth
California
$709K +$854K +14,025 New
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$660K -$122K -2,007 -16%
RJT
15
Raymond James Trust
Florida
$655K
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$635K +$213K +3,506 +52%
AIC
17
Ameritas Investment Company
Nebraska
$584K +$551K +9,059 +2,796%
LPL Financial
18
LPL Financial
California
$576K +$10.8K +177 +2%
BCI
19
Brinker Capital Investments
Pennsylvania
$528K
PAG
20
Private Advisor Group
New Jersey
$480K -$58.5K -961 -11%
MML Investors Services
21
MML Investors Services
Massachusetts
$460K -$36.7K -603 -8%
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$358K -$502K -8,244 -59%
HighTower Advisors
23
HighTower Advisors
Illinois
$357K -$28.9K -474 -8%
Bank of America
24
Bank of America
North Carolina
$337K -$92.9K -1,526 -22%
VF
25
Virtu Financial
New York
$309K +$302K +4,969 New

JPGE Hedge Fund Activity: Q4 2019 in Review

42 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Diversified Return Global Equity ETF (JPGE) for Q4 2019, worth a combined $57.3M — down 8% from $62.3M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new JPGE positions and 5 closed out — a net gain of 1 holder — while 9 added to existing stakes and 16 trimmed.

The largest buyer was Evoke Wealth, opening a new position worth an estimated $854K. The largest seller was Citadel Advisors, cutting an estimated $6.79M.

  • 42 institutional investors held JPMorgan Diversified Return Global Equity ETF (JPGE) as of Q4 2019, unchanged from Q3 2019.
  • Funds reported $57.3M of JPMorgan Diversified Return Global Equity ETF stock for Q4 2019, down 8% quarter-over-quarter.
  • 6 funds opened new JPMorgan Diversified Return Global Equity ETF positions in Q4 2019 and 5 closed out, a net change of +1 holder.
  • The largest JPMorgan Diversified Return Global Equity ETF buyer in Q4 2019 was Evoke Wealth, an estimated $854K added.
  • The largest JPMorgan Diversified Return Global Equity ETF seller in Q4 2019 was Citadel Advisors, an estimated $6.79M sold.

Based on aggregated 13F filings for Q4 2019.