JPMorgan Diversified Return US Mid Cap Equity ETF
JPME
31 hedge funds and large institutions have $124M invested in JPMorgan Diversified Return US Mid Cap Equity ETF in 2019 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 12 increasing their positions, 9 reducing their positions, and 6 closing their positions.
33% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 6
33% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 9
21% more capital invested
Capital invested by funds: $103M → $124M (+$21.4M)
7% more funds holding
Funds holding: 29 → 31 (+2)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
2.05% less ownership
Funds ownership: 81.87% → 79.82% (-2%)
Top Buyers
| 1 |
CPO
Cerity Partners OCIO
New York
|
+$3.93M |
| 2 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
+$1.99M |
| 3 |
MPWT
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
+$1.91M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$1.38M |
| 5 |
AssetMark Inc
Concord,
California
|
+$1.24M |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AG
26
Advisor Group
Phoenix,
Arizona
| $20K | – | – | – |
|
|
AWM
27
Avior Wealth Management
Omaha,
Nebraska
| $19K | +$63 | +1 | +0.3% |
|
|
VNA
28
Valley National Advisers
Bethlehem,
Pennsylvania
| $13K | – | – | – |
|
|
CFA
29
Carroll Financial Associates
Charlotte,
North Carolina
| $8K | +$7.87K | +125 | New |
|
|
RFA
30
Reilly Financial Advisors
La Mesa,
California
| $3K | +$7.87K | +125 | New |
|
|
IRC
31
Investors Research Corp
Atlanta,
Georgia
| $2K | +$2.27K | +36 | New |
|
32
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$1.01M | -17,660 | Closed |
|
33
Jane Street
New York
| – | -$856K | -14,989 | Closed |
|
34
Ameriprise
Minneapolis,
Minnesota
| – | -$69K | -1,200 | Closed |
|
|
MOS
35
MGO One Seven
Beachwood,
Ohio
| – | -$45K | -800 | Closed |
|
36
UBS Group
Zurich,
Switzerland
| – | -$3K | -52 | Closed |
|
|
PFGIA
37
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| – | -$2K | -47 | Closed |
|
JPME Hedge Fund Activity: Q1 2019 in Review
31 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) for Q1 2019, worth a combined $124M — up 21% from $103M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new JPME positions and 6 closed out — a net gain of 2 holders — while 12 added to existing stakes and 9 trimmed.
The largest buyer was Cerity Partners OCIO, adding an estimated $3.93M. The largest seller was Raymond James & Associates, cutting an estimated $1.49M.
- 31 institutional investors held JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) as of Q1 2019, up from 29 in Q4 2018.
- Funds reported $124M of JPMorgan Diversified Return US Mid Cap Equity ETF stock for Q1 2019, up 21% quarter-over-quarter.
- 8 funds opened new JPMorgan Diversified Return US Mid Cap Equity ETF positions in Q1 2019 and 6 closed out, a net change of +2 holders.
- The largest JPMorgan Diversified Return US Mid Cap Equity ETF buyer in Q1 2019 was Cerity Partners OCIO, an estimated $3.93M added.
- The largest JPMorgan Diversified Return US Mid Cap Equity ETF seller in Q1 2019 was Raymond James & Associates, an estimated $1.49M sold.
Based on aggregated 13F filings for Q1 2019.