JPMorgan Diversified Return US Mid Cap Equity ETF
JPME
33 hedge funds and large institutions have $167M invested in JPMorgan Diversified Return US Mid Cap Equity ETF in 2019 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 15 increasing their positions, 9 reducing their positions, and 3 closing their positions.
67% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 3
67% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 9
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
9% more capital invested
Capital invested by funds: $153M → $167M (+$13.2M)
6% more funds holding
Funds holding: 31 → 33 (+2)
3.8% less ownership
Funds ownership: 85.37% → 81.58% (-3.8%)
Top Buyers
| 1 |
Jane Street
New York
|
+$5.11M |
| 2 |
CPO
Cerity Partners OCIO
New York
|
+$2.76M |
| 3 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
+$653K |
| 4 |
AssetMark Inc
Concord,
California
|
+$497K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$410K |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SFS
26
Sowell Financial Services
North Little Rock,
Arkansas
| $37K | +$8.31K | +122 | +30% |
|
27
JP Morgan Chase
New York
| $31K | -$318K | -4,671 | -91% |
|
|
HR
28
Howe & Rusling
Rochester,
New York
| $23K | +$12.5K | +183 | +123% |
|
29
UBS Group
Zurich,
Switzerland
| $10K | -$132K | -1,943 | -93% |
|
|
MAM
30
Meeder Asset Management
Dublin,
Ohio
| $5K | +$5.11K | +75 | New |
|
|
IRC
31
Investors Research Corp
Atlanta,
Georgia
| $3K | – | – | – |
|
|
OIA
32
OneDigital Investment Advisors
Overland Park,
Kansas
| – | -$203K | -3,044 | Closed |
|
|
SPIA
33
Steward Partners Investment Advisory
New York
| – | -$11K | -175 | Closed |
|
JPME Hedge Fund Activity: Q4 2019 in Review
33 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) for Q4 2019, worth a combined $167M — up 8.6% from $153M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new JPME positions and 3 closed out — a net gain of 2 holders — while 15 added to existing stakes and 9 trimmed.
The largest buyer was Jane Street, opening a new position worth an estimated $5.11M. The largest seller was GeoWealth Management, cutting an estimated $9.52M.
- 33 institutional investors held JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) as of Q4 2019, up from 31 in Q3 2019.
- Funds reported $167M of JPMorgan Diversified Return US Mid Cap Equity ETF stock for Q4 2019, up 8.6% quarter-over-quarter.
- 5 funds opened new JPMorgan Diversified Return US Mid Cap Equity ETF positions in Q4 2019 and 3 closed out, a net change of +2 holders.
- The largest JPMorgan Diversified Return US Mid Cap Equity ETF buyer in Q4 2019 was Jane Street, an estimated $5.11M added.
- The largest JPMorgan Diversified Return US Mid Cap Equity ETF seller in Q4 2019 was GeoWealth Management, an estimated $9.52M sold.
Based on aggregated 13F filings for Q4 2019.