JPMorgan Diversified Return US Mid Cap Equity ETF
JPME
60 hedge funds and large institutions have $196M invested in JPMorgan Diversified Return US Mid Cap Equity ETF in 2023 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 29 increasing their positions, 16 reducing their positions, and 7 closing their positions.
81% more repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 16
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
29% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 7
0% more funds holding
Funds holding: 60 → 60 (0)
19% less capital invested
Capital invested by funds: $243M → $196M (-$46.6M)
20.74% less ownership
Funds ownership: 82.54% → 61.8% (-21%)
Top Buyers
| 1 |
HighTower Advisors
Chicago,
Illinois
|
+$19.1M |
| 2 |
GA
Goldstein Advisors
Madison,
Wisconsin
|
+$16.9M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$4.33M |
| 4 |
WF
Wayfinding Financial
Lynnwood,
Washington
|
+$2.14M |
| 5 |
CL
Choreo LLC
Rockford,
Illinois
|
+$2.09M |
Top Sellers
| 1 |
SL
Systelligence LLC
Bloomington,
Minnesota
|
-$19.8M |
| 2 |
Jane Street
New York
|
-$9.98M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$2.82M |
| 4 |
1WM
1900 Wealth Management
San Antonio,
Texas
|
-$1.56M |
| 5 |
GVAG
Great Valley Advisor Group
Wilmington,
Delaware
|
-$1.09M |
JPME Hedge Fund Activity: Q1 2023 in Review
60 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) for Q1 2023, worth a combined $196M — down 19% from $243M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new JPME positions and 7 closed out — a net gain of 2 holders — while 29 added to existing stakes and 16 trimmed.
The largest buyer was HighTower Advisors, adding an estimated $19.1M. The largest seller was Systelligence LLC, exiting entirely with an estimated $19.8M sold.
- 60 institutional investors held JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) as of Q1 2023, unchanged from Q4 2022.
- Funds reported $196M of JPMorgan Diversified Return US Mid Cap Equity ETF stock for Q1 2023, down 19% quarter-over-quarter.
- 9 funds opened new JPMorgan Diversified Return US Mid Cap Equity ETF positions in Q1 2023 and 7 closed out, a net change of +2 holders.
- The largest JPMorgan Diversified Return US Mid Cap Equity ETF buyer in Q1 2023 was HighTower Advisors, an estimated $19.1M added.
- The largest JPMorgan Diversified Return US Mid Cap Equity ETF seller in Q1 2023 was Systelligence LLC, an estimated $19.8M sold.
Based on aggregated 13F filings for Q1 2023.