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JPMorgan Diversified Return US Mid Cap Equity ETF

46 hedge funds and large institutions have $194M invested in JPMorgan Diversified Return US Mid Cap Equity ETF in 2022 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 17 increasing their positions, 13 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

50% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 6

31% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 13

7% more funds holding

Funds holding: 4346 (+3)

1.6% less ownership

Funds ownership: 84.56%82.96% (-1.6%)

6% less capital invested

Capital invested by funds: $206M → $194M (-$11.5M)

Holders
46
Holders Change
+3
Holders Change %
+6.98%
% of All Funds
0.77%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
9
Increased
17
Reduced
13
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
5L
26
55I LLC
Massachusetts
$274K +$67.5K +768 +29%
FWM
27
Frontier Wealth Management
Missouri
$253K -$113K -1,284 -29%
EAM
28
Empirical Asset Management
Massachusetts
$225K +$245K +2,792 New
HS
29
Horan Securities
United States
$154K +$22.4K +255 +16%
IA
30
IFP Advisors
Florida
$137K
MPCG
31
Matrix Private Capital Group
New York
$116K
CFGS
32
Concourse Financial Group Securities
Alabama
$75K +$81.6K +928 New
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$68K -$3.02M -34,395 -98%
APC
34
Aspire Private Capital
North Carolina
$62K
JP Morgan Chase
35
JP Morgan Chase
New York
$49K +$52.8K +601 New
Fidelity Investments
36
Fidelity Investments
Massachusetts
$34K
Citigroup
37
Citigroup
New York
$21K -$10.9K -124 -33%
Rockefeller Capital Management
38
Rockefeller Capital Management
New York
$21K +$88 +1 +0.4%
GRP
39
Global Retirement Partners
California
$20K
SWM
40
SeaCrest Wealth Management
New York
$20K +$21.5K +245 New
Carson Wealth (CWM LLC)
41
Carson Wealth (CWM LLC)
Nebraska
$16K +$17.6K +200 New
SL
42
Savior LLC
Massachusetts
$15K +$16.2K +184 New
Fifth Third Bancorp
43
Fifth Third Bancorp
Ohio
$10K
IRC
44
Investors Research Corp
Georgia
$3K
DI
45
Disciplined Investments
Oklahoma
$2K +$88 +1 +4%
Goldman Sachs
46
Goldman Sachs
New York
-$3.38M -36,082 Closed
Susquehanna International Group
47
Susquehanna International Group
Pennsylvania
-$2.81M -30,050 Closed
MML Investors Services
48
MML Investors Services
Massachusetts
-$238K -2,548 Closed
SCA
49
Stonebridge Capital Advisors
Minnesota
-$67K -721 Closed
MCC
50
Money Concepts Capital
Florida
-$25K -267 Closed

JPME Hedge Fund Activity: Q2 2022 in Review

46 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) for Q2 2022, worth a combined $194M — down 5.6% from $206M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new JPME positions and 6 closed out — a net gain of 3 holders — while 17 added to existing stakes and 13 trimmed.

The largest buyer was Systelligence LLC, adding an estimated $17.9M. The largest seller was Richard P. Slaughter Associates, cutting an estimated $4.03M.

  • 46 institutional investors held JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) as of Q2 2022, up from 43 in Q1 2022.
  • Funds reported $194M of JPMorgan Diversified Return US Mid Cap Equity ETF stock for Q2 2022, down 5.6% quarter-over-quarter.
  • 9 funds opened new JPMorgan Diversified Return US Mid Cap Equity ETF positions in Q2 2022 and 6 closed out, a net change of +3 holders.
  • The largest JPMorgan Diversified Return US Mid Cap Equity ETF buyer in Q2 2022 was Systelligence LLC, an estimated $17.9M added.
  • The largest JPMorgan Diversified Return US Mid Cap Equity ETF seller in Q2 2022 was Richard P. Slaughter Associates, an estimated $4.03M sold.

Based on aggregated 13F filings for Q2 2022.