JPMorgan Diversified Return US Mid Cap Equity ETF
JPME
60 hedge funds and large institutions have $243M invested in JPMorgan Diversified Return US Mid Cap Equity ETF in 2022 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 23 increasing their positions, 14 reducing their positions, and 6 closing their positions.
150% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 6
64% more repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 14
19% more capital invested
Capital invested by funds: $203M → $243M (+$39.6M)
13% more funds holding
Funds holding: 53 → 60 (+7)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0.58% less ownership
Funds ownership: 83.12% → 82.54% (-0.58%)
Top Buyers
| 1 |
LPL Financial
San Diego,
California
|
+$7.52M |
| 2 |
Jane Street
New York
|
+$3.78M |
| 3 |
ACA
Aspire Capital Advisors
Seattle,
Washington
|
+$2.09M |
| 4 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$1.84M |
| 5 |
AWC
Adamsbrown Wealth Consultants
Wichita,
Kansas
|
+$1.66M |
Top Sellers
| 1 |
CPO
Cerity Partners OCIO
New York
|
-$2.89M |
| 2 |
WF
Wayfinding Financial
Lynnwood,
Washington
|
-$2.05M |
| 3 |
SL
Systelligence LLC
Bloomington,
Minnesota
|
-$1.29M |
| 4 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
-$799K |
| 5 |
1WM
1900 Wealth Management
San Antonio,
Texas
|
-$663K |
JPME Hedge Fund Activity: Q4 2022 in Review
60 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) for Q4 2022, worth a combined $243M — up 19% from $203M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new JPME positions and 6 closed out — a net gain of 9 holders — while 23 added to existing stakes and 14 trimmed.
The largest buyer was LPL Financial, adding an estimated $7.52M. The largest seller was Cerity Partners OCIO, cutting an estimated $2.89M.
- 60 institutional investors held JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) as of Q4 2022, up from 53 in Q3 2022.
- Funds reported $243M of JPMorgan Diversified Return US Mid Cap Equity ETF stock for Q4 2022, up 19% quarter-over-quarter.
- 15 funds opened new JPMorgan Diversified Return US Mid Cap Equity ETF positions in Q4 2022 and 6 closed out, a net change of +9 holders.
- The largest JPMorgan Diversified Return US Mid Cap Equity ETF buyer in Q4 2022 was LPL Financial, an estimated $7.52M added.
- The largest JPMorgan Diversified Return US Mid Cap Equity ETF seller in Q4 2022 was Cerity Partners OCIO, an estimated $2.89M sold.
Based on aggregated 13F filings for Q4 2022.