JPMorgan Diversified Return US Mid Cap Equity ETF
JPME
35 hedge funds and large institutions have $192M invested in JPMorgan Diversified Return US Mid Cap Equity ETF in 2021 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 11 increasing their positions, 14 reducing their positions, and 4 closing their positions.
6% more capital invested
Capital invested by funds: $182M → $192M (+$10.5M)
0% more funds holding
Funds holding: 35 → 35 (0)
0% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 4
3.61% less ownership
Funds ownership: 81.72% → 78.11% (-3.6%)
21% less repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 14
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| 1 |
AC
Apella Capital
West Hartford,
Connecticut
|
+$3.92M |
| 2 |
Goldman Sachs
New York
|
+$2.89M |
| 3 |
GM
GeoWealth Management
Chicago,
Illinois
|
+$1.2M |
| 4 |
Jane Street
New York
|
+$815K |
| 5 |
CPO
Cerity Partners OCIO
New York
|
+$518K |
Top Sellers
| 1 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
-$15.9M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$3.32M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$3.07M |
| 4 |
1WM
1900 Wealth Management
San Antonio,
Texas
|
-$1.06M |
| 5 |
TC
Trilogy Capital
Irvine,
California
|
-$691K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
JP Morgan Chase
New York
| $52K | +$35.2K | +404 | +220% |
|
|
BW
27
Bison Wealth
Atlanta,
Georgia
| $40K | – | – | – |
|
28
Fidelity Investments
Boston,
Massachusetts
| $38K | -$3.4K | -39 | -8% |
|
|
HR
29
Howe & Rusling
Rochester,
New York
| $10K | -$34.3K | -394 | -77% |
|
|
IA
30
IFP Advisors
Tampa,
Florida
| $9K | +$9.14K | +105 | New |
|
|
MPWT
31
MassMutual Private Wealth & Trust
Windsor,
Connecticut
| $7K | – | – | – |
|
|
IRC
32
Investors Research Corp
Atlanta,
Georgia
| $3K | – | – | – |
|
|
DI
33
Disciplined Investments
Tulsa,
Oklahoma
| $2K | – | – | – |
|
|
34
Citadel Advisors
Miami,
Florida
| – | -$3.32M | -40,130 | Closed |
|
|
WI
35
WBI Investments
Red Bank,
New Jersey
| – | -$352K | -4,251 | Closed |
|
|
SFS
36
Sowell Financial Services
North Little Rock,
Arkansas
| – | -$27K | -308 | Closed |
|
|
BFC
37
Bedel Financial Consulting
Indianapolis,
Indiana
| – | -$4K | -46 | Closed |
|
38
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | +$261 | +3 | New |
|
JPME Hedge Fund Activity: Q2 2021 in Review
35 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) for Q2 2021, worth a combined $192M — up 5.8% from $182M a quarter earlier.
Fund positioning in JPME was balanced in Q2 2021: 4 funds opened new positions, 4 closed out, 11 added to existing stakes and 14 trimmed.
The largest buyer was Apella Capital, opening a new position worth an estimated $3.92M. The largest seller was CreativeOne Wealth, cutting an estimated $15.9M.
- 35 institutional investors held JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) as of Q2 2021, unchanged from Q1 2021.
- Funds reported $192M of JPMorgan Diversified Return US Mid Cap Equity ETF stock for Q2 2021, up 5.8% quarter-over-quarter.
- 4 funds opened new JPMorgan Diversified Return US Mid Cap Equity ETF positions in Q2 2021 and 4 closed out, a net change of 0 holders.
- The largest JPMorgan Diversified Return US Mid Cap Equity ETF buyer in Q2 2021 was Apella Capital, an estimated $3.92M added.
- The largest JPMorgan Diversified Return US Mid Cap Equity ETF seller in Q2 2021 was CreativeOne Wealth, an estimated $15.9M sold.
Based on aggregated 13F filings for Q2 2021.