JPMorgan Diversified Return US Mid Cap Equity ETF
JPME
35 hedge funds and large institutions have $156M invested in JPMorgan Diversified Return US Mid Cap Equity ETF in 2020 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 9 increasing their positions, 14 reducing their positions, and 5 closing their positions.
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
20% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 5
3% more funds holding
Funds holding: 34 → 35 (+1)
0% more capital invested
Capital invested by funds: $155M → $156M (+$428K)
1.91% less ownership
Funds ownership: 73.33% → 71.42% (-1.9%)
36% less repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 14
Top Buyers
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BW
26
Bison Wealth
Atlanta,
Georgia
| $29K | +$28.8K | +450 | New |
|
27
JP Morgan Chase
New York
| $28K | – | – | – |
|
|
MPWT
28
MassMutual Private Wealth & Trust
Windsor,
Connecticut
| $14K | -$2.68M | -41,775 | -99% |
|
|
HR
29
Howe & Rusling
Rochester,
New York
| $14K | +$5.7K | +89 | +72% |
|
|
SFS
30
Sowell Financial Services
North Little Rock,
Arkansas
| $5K | – | – | – |
|
31
BlackRock
New York
| $2K | -$2.37K | -37 | -51% |
|
|
IRC
32
Investors Research Corp
Atlanta,
Georgia
| $2K | – | – | – |
|
33
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $2K | +$1.67K | +26 | New |
|
|
DI
34
Disciplined Investments
Tulsa,
Oklahoma
| $1K | – | – | – |
|
35
Citadel Advisors
Miami,
Florida
| – | -$5.39M | -89,224 | Closed |
|
|
FVWA
36
Foster Victor Wealth Advisors
Greenville,
South Carolina
| – | -$443K | -7,339 | Closed |
|
|
CAN
37
Cetera Advisor Networks
El Segundo,
California
| – | -$46K | -755 | Closed |
|
38
UBS Group
Zurich,
Switzerland
| – | -$38K | -635 | Closed |
|
JPME Hedge Fund Activity: Q3 2020 in Review
35 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) for Q3 2020, worth a combined $156M — up 0.28% from $155M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new JPME positions and 5 closed out — a net gain of 1 holder — while 9 added to existing stakes and 14 trimmed.
The largest buyer was GeoWealth Management, adding an estimated $2.4M. The largest seller was Citadel Advisors, exiting entirely with an estimated $5.39M sold.
- 35 institutional investors held JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) as of Q3 2020, up from 34 in Q2 2020.
- Funds reported $156M of JPMorgan Diversified Return US Mid Cap Equity ETF stock for Q3 2020, up 0.28% quarter-over-quarter.
- 6 funds opened new JPMorgan Diversified Return US Mid Cap Equity ETF positions in Q3 2020 and 5 closed out, a net change of +1 holder.
- The largest JPMorgan Diversified Return US Mid Cap Equity ETF buyer in Q3 2020 was GeoWealth Management, an estimated $2.4M added.
- The largest JPMorgan Diversified Return US Mid Cap Equity ETF seller in Q3 2020 was Citadel Advisors, an estimated $5.39M sold.
Based on aggregated 13F filings for Q3 2020.