JPMorgan Diversified Return US Mid Cap Equity ETF
JPME
32 hedge funds and large institutions have $202M invested in JPMorgan Diversified Return US Mid Cap Equity ETF in 2020 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 11 increasing their positions, 11 reducing their positions, and 6 closing their positions.
29% more capital invested
Capital invested by funds: $156M → $202M (+$45.8M)
7.56% more ownership
Funds ownership: 71.42% → 78.98% (+7.6%)
0% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 11
9% less funds holding
Funds holding: 35 → 32 (-3)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
33% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$5.77M |
| 2 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
+$1.56M |
| 3 |
Goldman Sachs
New York
|
+$1.27M |
| 4 |
Morgan Stanley
New York
|
+$1.13M |
| 5 |
RW
RVW Wealth
Los Angeles,
California
|
+$370K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CPO
Cerity Partners OCIO
New York
|
-$2.42M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$2.18M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.36M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$907K |
| 5 |
WI
WBI Investments
Red Bank,
New Jersey
|
-$850K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BW
26
Bison Wealth
Atlanta,
Georgia
| $34K | – | – | – |
|
|
HR
27
Howe & Rusling
Rochester,
New York
| $16K | – | – | – |
|
|
MPWT
28
MassMutual Private Wealth & Trust
Windsor,
Connecticut
| $16K | – | – | – |
|
29
JP Morgan Chase
New York
| $14K | -$18.3K | -260 | -59% |
|
|
SFS
30
Sowell Financial Services
North Little Rock,
Arkansas
| $6K | – | – | – |
|
|
IRC
31
Investors Research Corp
Atlanta,
Georgia
| $3K | – | – | – |
|
|
DI
32
Disciplined Investments
Tulsa,
Oklahoma
| $2K | – | – | – |
|
|
SWP
33
Summit Wealth Partners
Orlando,
Florida
| – | -$387K | -6,031 | Closed |
|
34
Citigroup
New York
| – | -$192K | -2,994 | Closed |
|
|
HCA
35
Horan Capital Advisors
Cincinnati,
Ohio
| – | -$109K | -1,704 | Closed |
|
36
BlackRock
New York
| – | -$2K | -36 | Closed |
|
37
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$2K | -26 | Closed |
|
38
Wells Fargo
San Francisco,
California
| – | -$70 | -1 | Closed |
|
JPME Hedge Fund Activity: Q4 2020 in Review
32 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) for Q4 2020, worth a combined $202M — up 29% from $156M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of JPME and 4 opened new positions — a net loss of 2 holders — while 11 trimmed existing stakes and 11 added.
The largest buyer was Jane Street, opening a new position worth an estimated $5.77M. The largest seller was Cerity Partners OCIO, cutting an estimated $2.42M.
- 32 institutional investors held JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) as of Q4 2020, down from 35 in Q3 2020.
- Funds reported $202M of JPMorgan Diversified Return US Mid Cap Equity ETF stock for Q4 2020, up 29% quarter-over-quarter.
- 4 funds opened new JPMorgan Diversified Return US Mid Cap Equity ETF positions in Q4 2020 and 6 closed out, a net change of -2 holders.
- The largest JPMorgan Diversified Return US Mid Cap Equity ETF buyer in Q4 2020 was Jane Street, an estimated $5.77M added.
- The largest JPMorgan Diversified Return US Mid Cap Equity ETF seller in Q4 2020 was Cerity Partners OCIO, an estimated $2.42M sold.
Based on aggregated 13F filings for Q4 2020.