JPMorgan Diversified Return US Mid Cap Equity ETF
JPME
35 hedge funds and large institutions have $189M invested in JPMorgan Diversified Return US Mid Cap Equity ETF in 2021 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 11 increasing their positions, 11 reducing their positions, and 2 closing their positions.
100% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 2
4.72% more ownership
Funds ownership: 78.11% → 82.83% (+4.7%)
0% more funds holding
Funds holding: 35 → 35 (0)
0% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 11
2% less capital invested
Capital invested by funds: $192M → $189M (-$3.46M)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.3M |
| 2 |
Morgan Stanley
New York
|
+$1.15M |
| 3 |
CPO
Cerity Partners OCIO
New York
|
+$1.02M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$673K |
| 5 |
Jane Street
New York
|
+$643K |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
APC
26
Aspire Private Capital
Cornelius,
North Carolina
| $65K | +$65.8K | +738 | New |
|
|
BW
27
Bison Wealth
Atlanta,
Georgia
| $39K | – | – | – |
|
28
Fidelity Investments
Boston,
Massachusetts
| $37K | – | – | – |
|
29
JP Morgan Chase
New York
| $16K | -$36K | -404 | -69% |
|
|
IA
30
IFP Advisors
Tampa,
Florida
| $9K | – | – | – |
|
|
MPWT
31
MassMutual Private Wealth & Trust
Windsor,
Connecticut
| $7K | – | – | – |
|
|
IRC
32
Investors Research Corp
Atlanta,
Georgia
| $3K | – | – | – |
|
|
GRP
33
Global Retirement Partners
San Rafael,
California
| $3K | +$3.21K | +36 | New |
|
|
DI
34
Disciplined Investments
Tulsa,
Oklahoma
| $2K | – | – | – |
|
|
HR
35
Howe & Rusling
Rochester,
New York
| – | -$10K | -118 | Closed |
|
JPME Hedge Fund Activity: Q3 2021 in Review
35 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) for Q3 2021, worth a combined $189M — down 1.8% from $192M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new JPME positions and 2 closed out — a net gain of 2 holders — while 11 added to existing stakes and 11 trimmed.
The largest buyer was Royal Bank of Canada, adding an estimated $1.3M. The largest seller was GeoWealth Management, cutting an estimated $3.42M.
- 35 institutional investors held JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) as of Q3 2021, unchanged from Q2 2021.
- Funds reported $189M of JPMorgan Diversified Return US Mid Cap Equity ETF stock for Q3 2021, down 1.8% quarter-over-quarter.
- 4 funds opened new JPMorgan Diversified Return US Mid Cap Equity ETF positions in Q3 2021 and 2 closed out, a net change of +2 holders.
- The largest JPMorgan Diversified Return US Mid Cap Equity ETF buyer in Q3 2021 was Royal Bank of Canada, an estimated $1.3M added.
- The largest JPMorgan Diversified Return US Mid Cap Equity ETF seller in Q3 2021 was GeoWealth Management, an estimated $3.42M sold.
Based on aggregated 13F filings for Q3 2021.