JPMorgan Diversified Return US Mid Cap Equity ETF
JPME
33 hedge funds and large institutions have $189M invested in JPMorgan Diversified Return US Mid Cap Equity ETF in 2021 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 14 increasing their positions, 11 reducing their positions, and 6 closing their positions.
27% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 11
0% more capital invested
Capital invested by funds: $189M → $189M (+$640K)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
3.45% less ownership
Funds ownership: 82.83% → 79.38% (-3.5%)
6% less funds holding
Funds holding: 35 → 33 (-2)
33% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 6
Top Buyers
Top Sellers
| 1 |
Goldman Sachs
New York
|
-$7.6M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$2.89M |
| 3 |
AC
Apella Capital
West Hartford,
Connecticut
|
-$2.55M |
| 4 |
CPO
Cerity Partners OCIO
New York
|
-$2.54M |
| 5 |
Jane Street
New York
|
-$1.45M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
APC
26
Aspire Private Capital
Cornelius,
North Carolina
| $75K | +$4.26K | +46 | +6% |
|
27
Fidelity Investments
Boston,
Massachusetts
| $41K | – | – | – |
|
28
Citigroup
New York
| $36K | +$35.1K | +379 | New |
|
|
IA
29
IFP Advisors
Tampa,
Florida
| $10K | – | – | – |
|
30
Wells Fargo
San Francisco,
California
| $9K | +$8.51K | +92 | +9,200% |
|
|
IRC
31
Investors Research Corp
Atlanta,
Georgia
| $3K | – | – | – |
|
|
DI
32
Disciplined Investments
Tulsa,
Oklahoma
| $2K | +$93 | +1 | +4% |
|
|
33
Jane Street
New York
| – | -$1.45M | -16,569 | Closed |
|
|
FTUS
34
Flow Traders U.S.
New York
| – | -$418K | -4,779 | Closed |
|
35
UBS Group
Zurich,
Switzerland
| – | -$149K | -1,608 | -100% |
|
|
BW
36
Bison Wealth
Atlanta,
Georgia
| – | -$39K | -450 | Closed |
|
37
JP Morgan Chase
New York
| – | -$16K | -184 | Closed |
|
|
MPWT
38
MassMutual Private Wealth & Trust
Windsor,
Connecticut
| – | -$7K | -75 | Closed |
|
|
GRP
39
Global Retirement Partners
San Rafael,
California
| – | -$3K | -36 | Closed |
|
JPME Hedge Fund Activity: Q4 2021 in Review
33 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) for Q4 2021, worth a combined $189M — up 0.34% from $189M 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 14 added.
The largest buyer was CreativeOne Wealth, adding an estimated $1.66M. The largest seller was Goldman Sachs, cutting an estimated $7.6M.
- 33 institutional investors held JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) as of Q4 2021, down from 35 in Q3 2021.
- Funds reported $189M of JPMorgan Diversified Return US Mid Cap Equity ETF stock for Q4 2021, up 0.34% quarter-over-quarter.
- 4 funds opened new JPMorgan Diversified Return US Mid Cap Equity ETF positions in Q4 2021 and 6 closed out, a net change of -2 holders.
- The largest JPMorgan Diversified Return US Mid Cap Equity ETF buyer in Q4 2021 was CreativeOne Wealth, an estimated $1.66M added.
- The largest JPMorgan Diversified Return US Mid Cap Equity ETF seller in Q4 2021 was Goldman Sachs, an estimated $7.6M sold.
Based on aggregated 13F filings for Q4 2021.