JPMorgan Long/Short ETF
JPLS
JPLS was delisted on the 12th of June, 2020.
9 hedge funds and large institutions have $27.5M invested in JPMorgan Long/Short ETF in 2019 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and 1 closing their positions.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
29% more funds holding
Funds holding: 7 → 9 (+2)
17% more capital invested
Capital invested by funds: $23.6M → $27.5M (+$3.91M)
0% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCM
Sterneck Capital Management
Kansas City,
Missouri
|
+$2.94M |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$632K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$45.1K |
| 4 |
Jane Street
New York
|
+$7.37K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Axa
Paris,
France
|
-$687K |
| 2 |
JP Morgan Chase
New York
|
-$25.9K |
| 3 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$12.2K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
JP Morgan Chase
New York
| $21.9M | -$25.9K | -1,178 | -0.1% |
|
|
SCM
2
Sterneck Capital Management
Kansas City,
Missouri
| $2.94M | +$2.94M | +134,125 | New |
|
|
EH
3
Equitable Holdings
New York
| $1.04M | +$1.04M | +47,560 | New |
|
|
4
Jane Street
New York
| $877K | +$7.37K | +336 | +0.8% |
|
|
5
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $632K | +$632K | +28,804 | New |
|
|
6
UBS Group
Zurich,
Switzerland
| $67K | +$45.1K | +2,055 | +206% |
|
|
BCI
7
Brinker Capital Investments
Berwyn,
Pennsylvania
| $48K | -$12.2K | -554 | -20% |
|
|
PA
8
Parallel Advisors
San Francisco,
California
| $23K | – | – | – |
|
|
LTFS
9
Ladenburg Thalmann Financial Services
Miami,
Florida
| $14K | – | – | – |
|
|
10
Axa
Paris,
France
| – | -$687K | -31,250 | Closed |
|
JPLS Hedge Fund Activity: Q4 2019 in Review
9 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Long/Short ETF (JPLS) for Q4 2019, worth a combined $27.5M — up 17% from $23.6M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new JPLS positions and 1 closed out — a net gain of 2 holders — while 2 added to existing stakes and 2 trimmed.
The largest buyer was Sterneck Capital Management, opening a new position worth an estimated $2.94M. The largest seller was Axa, exiting entirely with an estimated $687K sold.
- 9 institutional investors held JPMorgan Long/Short ETF (JPLS) as of Q4 2019, up from 7 in Q3 2019.
- Funds reported $27.5M of JPMorgan Long/Short ETF stock for Q4 2019, up 17% quarter-over-quarter.
- 3 funds opened new JPMorgan Long/Short ETF positions in Q4 2019 and 1 closed out, a net change of +2 holders.
- The largest JPMorgan Long/Short ETF buyer in Q4 2019 was Sterneck Capital Management, an estimated $2.94M added.
- The largest JPMorgan Long/Short ETF seller in Q4 2019 was Axa, an estimated $687K sold.
Based on aggregated 13F filings for Q4 2019.