JPMorgan Diversified Return US Mid Cap Equity ETF
JPME
29 hedge funds and large institutions have $103M invested in JPMorgan Diversified Return US Mid Cap Equity ETF in 2018 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 9 increasing their positions, 8 reducing their positions, and 2 closing their positions.
450% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 2
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
45% more funds holding
Funds holding: 20 → 29 (+9)
42% more capital invested
Capital invested by funds: $72.3M → $103M (+$30.6M)
18.56% more ownership
Funds ownership: 63.31% → 81.87% (+19%)
13% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 8
Top Buyers
Top Sellers
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$12.4M |
| 2 |
JP Morgan Chase
New York
|
-$7.38M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$2.85M |
| 4 |
LPL Financial
San Diego,
California
|
-$1.65M |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$1.16M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
VNA
26
Valley National Advisers
Bethlehem,
Pennsylvania
| $13K | – | – | – |
|
27
UBS Group
Zurich,
Switzerland
| $3K | -$6.03K | -97 | -65% |
|
|
PFGIA
28
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| $2K | +$2.92K | +47 | New |
|
|
29
Citadel Advisors
Miami,
Florida
| – | -$2.85M | -42,495 | Closed |
|
|
RFA
30
Reilly Financial Advisors
La Mesa,
California
| – | -$3K | -125 | Closed |
|
31
Fidelity Investments
Boston,
Massachusetts
| – | +$311 | +5 | New |
|
JPME Hedge Fund Activity: Q4 2018 in Review
29 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) for Q4 2018, worth a combined $103M — up 42% from $72.3M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new JPME positions and 2 closed out — a net gain of 9 holders — while 9 added to existing stakes and 8 trimmed.
The largest buyer was Cerity Partners OCIO, opening a new position worth an estimated $29.8M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $12.4M.
- 29 institutional investors held JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) as of Q4 2018, up from 20 in Q3 2018.
- Funds reported $103M of JPMorgan Diversified Return US Mid Cap Equity ETF stock for Q4 2018, up 42% quarter-over-quarter.
- 11 funds opened new JPMorgan Diversified Return US Mid Cap Equity ETF positions in Q4 2018 and 2 closed out, a net change of +9 holders.
- The largest JPMorgan Diversified Return US Mid Cap Equity ETF buyer in Q4 2018 was Cerity Partners OCIO, an estimated $29.8M added.
- The largest JPMorgan Diversified Return US Mid Cap Equity ETF seller in Q4 2018 was Raymond James Financial Services Advisors, an estimated $12.4M sold.
Based on aggregated 13F filings for Q4 2018.