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.
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
Top Buyers
| 1 |
AWC
Adamsbrown Wealth Consultants
Wichita,
Kansas
|
+$6.14M |
| 2 |
LPL Financial
San Diego,
California
|
+$4.57M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$2.67M |
| 4 |
WF
Wayfinding Financial
Lynnwood,
Washington
|
+$2.28M |
| 5 |
Jane Street
New York
|
+$1.95M |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Rockefeller Capital Management
New York
| $5K | -$16.3K | -192 | -72% |
|
|
IRC
52
Investors Research Corp
Atlanta,
Georgia
| $3K | – | – | – |
|
|
DI
53
Disciplined Investments
Tulsa,
Oklahoma
| $2K | – | – | – |
|
54
JP Morgan Chase
New York
| – | -$49K | -601 | Closed |
|
|
SWM
55
SeaCrest Wealth Management
Purchase,
New York
| – | -$20K | -245 | Closed |
|
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.