JPMorgan Diversified Return US Mid Cap Equity ETF
JPME
35 hedge funds and large institutions have $182M invested in JPMorgan Diversified Return US Mid Cap Equity ETF in 2021 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 11 increasing their positions, 14 reducing their positions, and 2 closing their positions.
150% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 2
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
9% more funds holding
Funds holding: 32 → 35 (+3)
2.74% more ownership
Funds ownership: 78.98% → 81.72% (+2.7%)
10% less capital invested
Capital invested by funds: $202M → $182M (-$19.9M)
21% less repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 14
Top Buyers
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$4.46M |
| 2 |
Goldman Sachs
New York
|
+$4.09M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$3.19M |
| 4 |
CPO
Cerity Partners OCIO
New York
|
+$1.25M |
| 5 |
GM
GeoWealth Management
Chicago,
Illinois
|
+$1.03M |
Top Sellers
| 1 |
AssetMark Inc
Concord,
California
|
-$11.6M |
| 2 |
RW
RVW Wealth
Los Angeles,
California
|
-$10.1M |
| 3 |
Jane Street
New York
|
-$6.16M |
| 4 |
1WM
1900 Wealth Management
San Antonio,
Texas
|
-$5.56M |
| 5 |
RPSA
Richard P. Slaughter Associates
Austin,
Texas
|
-$3.97M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Fidelity Investments
Boston,
Massachusetts
| $39K | +$37K | +466 | New |
|
|
BW
27
Bison Wealth
Atlanta,
Georgia
| $37K | – | – | – |
|
|
SFS
28
Sowell Financial Services
North Little Rock,
Arkansas
| $27K | +$18.4K | +232 | +305% |
|
29
JP Morgan Chase
New York
| $15K | – | – | – |
|
|
1WM
30
1900 Wealth Management
San Antonio,
Texas
| $14.9K | -$5.56M | -70,069 | -28% |
|
|
MPWT
31
MassMutual Private Wealth & Trust
Windsor,
Connecticut
| $6K | -$11.1K | -140 | -65% |
|
|
BFC
32
Bedel Financial Consulting
Indianapolis,
Indiana
| $4K | +$3.65K | +46 | New |
|
|
IRC
33
Investors Research Corp
Atlanta,
Georgia
| $3K | – | – | – |
|
|
DI
34
Disciplined Investments
Tulsa,
Oklahoma
| $2K | – | – | – |
|
|
35
AssetMark Inc
Concord,
California
| – | -$11.6M | -154,776 | Closed |
|
|
36
Jane Street
New York
| – | -$6.16M | -81,891 | Closed |
|
37
Wells Fargo
San Francisco,
California
| – | +$79 | +1 | New |
|
JPME Hedge Fund Activity: Q1 2021 in Review
35 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) for Q1 2021, worth a combined $182M — down 9.9% from $202M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new JPME positions and 2 closed out — a net gain of 3 holders — while 11 added to existing stakes and 14 trimmed.
The largest buyer was Royal Bank of Canada, adding an estimated $4.46M. The largest seller was AssetMark Inc, exiting entirely with an estimated $11.6M sold.
- 35 institutional investors held JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) as of Q1 2021, up from 32 in Q4 2020.
- Funds reported $182M of JPMorgan Diversified Return US Mid Cap Equity ETF stock for Q1 2021, down 9.9% quarter-over-quarter.
- 5 funds opened new JPMorgan Diversified Return US Mid Cap Equity ETF positions in Q1 2021 and 2 closed out, a net change of +3 holders.
- The largest JPMorgan Diversified Return US Mid Cap Equity ETF buyer in Q1 2021 was Royal Bank of Canada, an estimated $4.46M added.
- The largest JPMorgan Diversified Return US Mid Cap Equity ETF seller in Q1 2021 was AssetMark Inc, an estimated $11.6M sold.
Based on aggregated 13F filings for Q1 2021.