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JPMorgan Diversified Return US Mid Cap Equity ETF
JPME

53 hedge funds and large institutions have $203M invested in JPMorgan Diversified Return US Mid Cap Equity ETF in 2022 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 17 increasing their positions, 17 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

267% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 3

15% more funds holding

Funds holding: 46 → 53 (+7)

5% more capital invested

Capital invested by funds: $194M → $203M (+$9.06M)

0.16% more ownership

Funds ownership: 82.96% → 83.12% (+0.16%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 17

Holders
53
Holders Change
+7
Holders Change %
+15.22%
% of All Funds
0.91%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
11
Increased
17
Reduced
17
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWC
Adamsbrown Wealth Consultants
Kansas
+$6.14M
2
LPL Financial
LPL Financial
California
+$4.57M
3
Ameriprise
Ameriprise
Minnesota
+$2.67M
4
WF
Wayfinding Financial
Washington
+$2.28M
5
Jane Street
Jane Street
New York
+$1.95M

Top Sellers

1
SL
Systelligence LLC
Minnesota
-$437K
2
1WM
1900 Wealth Management
Texas
-$422K
3
LAS
LWM Advisory Services
Florida
-$419K
4
CPO
Cerity Partners OCIO
New York
-$268K
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$228K
Name Holding Trade Value Shares
Change 		Change in
Stake
Osaic Holdings
26
Osaic Holdings
Arizona
$579K -$22.3K -263 -3%
KAS
27
Kestra Advisory Services
Texas
$560K +$623K +7,336 New
Susquehanna International Group
28
Susquehanna International Group
Pennsylvania
$556K +$618K +7,275 New
5L
29
55I LLC
Massachusetts
$446K +$208K +2,448 +72%
UBS Group
30
UBS Group
Switzerland
$388K +$431K +5,080 New
EAM
31
Empirical Asset Management
Massachusetts
$355K +$157K +1,854 +66%
TFS
32
Thoroughbred Financial Services
Tennessee
$335K +$373K +4,393 New
IA
33
Integrity Advisory
Kansas
$320K +$356K +4,190 New
DAS
34
Dynamic Advisor Solutions
Arizona
$243K +$270K +3,178 New
PAG
35
Private Advisor Group
New Jersey
$240K -$40.1K -472 -13%
CAPTRUST Financial Advisors
36
CAPTRUST Financial Advisors
North Carolina
$213K +$237K +2,794 New
APA
37
American Portfolios Advisors
New York
$162K +$180K +2,119 New
IA
38
IFP Advisors
Florida
$148K +$13K +153 +7%
HS
39
Horan Securities
United States
$146K +$509 +6 +0.3%
MPCG
40
Matrix Private Capital Group
New York
$110K – – –
MCC
41
Money Concepts Capital
Florida
$84K +$93.1K +1,097 New
Carson Wealth (CWM LLC)
42
Carson Wealth (CWM LLC)
Nebraska
$65K +$55.4K +653 +327%
APC
43
Aspire Private Capital
North Carolina
$60K +$1.27K +15 +2%
CFGS
44
Concourse Financial Group Securities
Alabama
$54K -$18.7K -220 -24%
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
$34K -$33.4K -394 -47%
Fidelity Investments
46
Fidelity Investments
Massachusetts
$33K – – –
GRP
47
Global Retirement Partners
California
$21K – – –
Citigroup
48
Citigroup
New York
$19K – – –
SL
49
Savior LLC
Massachusetts
$14K – – –
Fifth Third Bancorp
50
Fifth Third Bancorp
Ohio
$9K – – –
1
2
3

JPME Hedge Fund Activity: Q3 2022 in Review

53 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) for Q3 2022, worth a combined $203M — up 4.7% from $194M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new JPME positions and 3 closed out — a net gain of 8 holders — while 17 added to existing stakes and 17 trimmed.

The largest buyer was Adamsbrown Wealth Consultants, opening a new position worth an estimated $6.14M. The largest seller was Systelligence LLC, cutting an estimated $437K.

  • 53 institutional investors held JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) as of Q3 2022, up from 46 in Q2 2022.
  • Funds reported $203M of JPMorgan Diversified Return US Mid Cap Equity ETF stock for Q3 2022, up 4.7% quarter-over-quarter.
  • 11 funds opened new JPMorgan Diversified Return US Mid Cap Equity ETF positions in Q3 2022 and 3 closed out, a net change of +8 holders.
  • The largest JPMorgan Diversified Return US Mid Cap Equity ETF buyer in Q3 2022 was Adamsbrown Wealth Consultants, an estimated $6.14M added.
  • The largest JPMorgan Diversified Return US Mid Cap Equity ETF seller in Q3 2022 was Systelligence LLC, an estimated $437K sold.

Based on aggregated 13F filings for Q3 2022.