JPMorgan Diversified Return US Mid Cap Equity ETF
JPME
31 hedge funds and large institutions have $153M invested in JPMorgan Diversified Return US Mid Cap Equity ETF in 2019 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 16 increasing their positions, 8 reducing their positions, and 5 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 8
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
12% more capital invested
Capital invested by funds: $137M → $153M (+$16.1M)
5.65% more ownership
Funds ownership: 79.72% → 85.37% (+5.6%)
6% less funds holding
Funds holding: 33 → 31 (-2)
40% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 5
Top Buyers
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SPIA
26
Steward Partners Investment Advisory
New York
| $11K | – | – | – |
|
|
HR
27
Howe & Rusling
Rochester,
New York
| $10K | – | – | – |
|
|
IRC
28
Investors Research Corp
Atlanta,
Georgia
| $2K | – | – | – |
|
29
Jane Street
New York
| – | -$1.81M | -27,263 | Closed |
|
|
FCA
30
FinTrust Capital Advisors
Greenville,
South Carolina
| – | -$233K | -9,000 | Closed |
|
|
VNA
31
Valley National Advisers
Bethlehem,
Pennsylvania
| – | -$13K | -500 | Closed |
|
|
AG
32
Advisor Group
Phoenix,
Arizona
| – | -$19.9K | -301 | -99% |
|
|
AWM
33
Avior Wealth Management
Omaha,
Nebraska
| – | -$19K | -292 | Closed |
|
|
RFA
34
Reilly Financial Advisors
La Mesa,
California
| – | -$3K | -125 | Closed |
|
35
Fidelity Investments
Boston,
Massachusetts
| – | +$66 | +1 | New |
|
JPME Hedge Fund Activity: Q3 2019 in Review
31 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) for Q3 2019, worth a combined $153M — up 12% from $137M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of JPME and 3 opened new positions — a net loss of 2 holders — while 8 trimmed existing stakes and 16 added.
The largest buyer was GeoWealth Management, adding an estimated $13.4M. The largest seller was Jane Street, exiting entirely with an estimated $1.81M sold.
- 31 institutional investors held JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) as of Q3 2019, down from 33 in Q2 2019.
- Funds reported $153M of JPMorgan Diversified Return US Mid Cap Equity ETF stock for Q3 2019, up 12% quarter-over-quarter.
- 3 funds opened new JPMorgan Diversified Return US Mid Cap Equity ETF positions in Q3 2019 and 5 closed out, a net change of -2 holders.
- The largest JPMorgan Diversified Return US Mid Cap Equity ETF buyer in Q3 2019 was GeoWealth Management, an estimated $13.4M added.
- The largest JPMorgan Diversified Return US Mid Cap Equity ETF seller in Q3 2019 was Jane Street, an estimated $1.81M sold.
Based on aggregated 13F filings for Q3 2019.