JPMorgan Diversified Return US Mid Cap Equity ETF
JPME
33 hedge funds and large institutions have $137M invested in JPMorgan Diversified Return US Mid Cap Equity ETF in 2019 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 12 increasing their positions, 6 reducing their positions, and 4 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 6
50% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 4
11% more capital invested
Capital invested by funds: $124M → $137M (+$13.1M)
6% more funds holding
Funds holding: 31 → 33 (+2)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0.1% less ownership
Funds ownership: 79.82% → 79.72% (-0.1%)
Top Buyers
| 1 |
CPO
Cerity Partners OCIO
New York
|
+$2.94M |
| 2 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
+$2M |
| 3 |
Jane Street
New York
|
+$1.79M |
| 4 |
AssetMark Inc
Concord,
California
|
+$1.34M |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$1.18M |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AG
26
Advisor Group
Phoenix,
Arizona
| $20K | +$197 | +3 | +1% |
|
|
AWM
27
Avior Wealth Management
Omaha,
Nebraska
| $19K | – | – | – |
|
|
VNA
28
Valley National Advisers
Bethlehem,
Pennsylvania
| $13K | – | – | – |
|
|
SPIA
29
Steward Partners Investment Advisory
New York
| $11K | +$11.5K | +175 | New |
|
|
HR
30
Howe & Rusling
Rochester,
New York
| $10K | +$9.78K | +149 | New |
|
|
RFA
31
Reilly Financial Advisors
La Mesa,
California
| $3K | – | – | – |
|
|
IRC
32
Investors Research Corp
Atlanta,
Georgia
| $2K | – | – | – |
|
33
Citadel Advisors
Miami,
Florida
| – | -$341K | -5,239 | Closed |
|
|
CA
34
Cetera Advisors
Denver,
Colorado
| – | -$49K | -750 | Closed |
|
35
Fidelity Investments
Boston,
Massachusetts
| – | -$21K | -326 | Closed |
|
|
CFA
36
Carroll Financial Associates
Charlotte,
North Carolina
| – | -$8K | -125 | Closed |
|
37
Wells Fargo
San Francisco,
California
| – | +$66 | +1 | New |
|
JPME Hedge Fund Activity: Q2 2019 in Review
33 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) for Q2 2019, worth a combined $137M — up 11% from $124M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new JPME positions and 4 closed out — a net gain of 2 holders — while 12 added to existing stakes and 6 trimmed.
The largest buyer was Cerity Partners OCIO, adding an estimated $2.94M. The largest seller was Frontier Wealth Management, cutting an estimated $540K.
- 33 institutional investors held JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) as of Q2 2019, up from 31 in Q1 2019.
- Funds reported $137M of JPMorgan Diversified Return US Mid Cap Equity ETF stock for Q2 2019, up 11% quarter-over-quarter.
- 6 funds opened new JPMorgan Diversified Return US Mid Cap Equity ETF positions in Q2 2019 and 4 closed out, a net change of +2 holders.
- The largest JPMorgan Diversified Return US Mid Cap Equity ETF buyer in Q2 2019 was Cerity Partners OCIO, an estimated $2.94M added.
- The largest JPMorgan Diversified Return US Mid Cap Equity ETF seller in Q2 2019 was Frontier Wealth Management, an estimated $540K sold.
Based on aggregated 13F filings for Q2 2019.