We are live on
!
Find out more
JPMorgan Diversified Return US Mid Cap Equity ETF
JPME
JPME
75 hedge funds and large institutions have $305M invested in JPMorgan Diversified Return US Mid Cap Equity ETF in 2023 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 29 increasing their positions, 25 reducing their positions, and 8 closing their positions.
New
Increased
Maintained
Reduced
Closed
113% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 8
21% more capital invested
Capital invested by funds: $252M → $305M (+$52.2M)
16% more repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 25
14% more funds holding
Funds holding: 66 → 75 (+9)
7.61% more ownership
Funds ownership: 76.8% → 84.4% (+7.6%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Holders
75
Holders Change
+9
Holders Change %
+13.64%
% of All Funds
1.09%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
17
Increased
29
Reduced
25
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
Morgan Stanley
New York
|
+$27.2M |
| 2 |
LPL Financial
San Diego,
California
|
+$2.74M |
| 3 |
NEWAS
N.E.W. Advisory Services
De Pere,
Wisconsin
|
+$1.67M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$1.51M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$1.3M |
Top Sellers
| 1 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
-$7.42M |
| 2 |
Jane Street
New York
|
-$1.44M |
| 3 |
TC
Trilogy Capital
Irvine,
California
|
-$1.15M |
| 4 |
GM
GeoWealth Management
Chicago,
Illinois
|
-$1.07M |
| 5 |
1WM
1900 Wealth Management
San Antonio,
Texas
|
-$959K |
