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JPMorgan Diversified Return US Mid Cap Equity ETF
JPME

66 hedge funds and large institutions have $252M invested in JPMorgan Diversified Return US Mid Cap Equity ETF in 2023 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 31 increasing their positions, 22 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 5

41% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 22

8% more funds holding

Funds holding: 61 → 66 (+5)

3.82% less ownership

Funds ownership: 80.62% → 76.8% (-3.8%)

11% less capital invested

Capital invested by funds: $285M → $252M (-$32.7M)

67% less funds holding in top 10

Funds holding in top 10: 3 → 1 (-2)

Holders
66
Holders Change
+5
Holders Change %
+8.2%
% of All Funds
1.05%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
10
Increased
31
Reduced
22
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JSW
Journey Strategic Wealth
New Jersey
+$4.03M
2
DAS
Dynamic Advisor Solutions
Arizona
+$3.17M
3
LPL Financial
LPL Financial
California
+$1.89M
4
HighTower Advisors
HighTower Advisors
Illinois
+$1.35M
5
Morgan Stanley
Morgan Stanley
New York
+$1.31M

Top Sellers

1
AWC
Adamsbrown Wealth Consultants
Kansas
-$9.75M
2
Cerity Partners
Cerity Partners
New York
-$9.72M
3
CW
CreativeOne Wealth
Kansas
-$9.57M
4
GM
GeoWealth Management
Illinois
-$2.66M
5
LAS
LWM Advisory Services
Florida
-$1.99M
Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
51
Aspire Wealth Management
Massachusetts
$94.6K +$1.67K +19 +2%
Fidelity Investments
52
Fidelity Investments
Massachusetts
$50.6K +$616 +7 +1%
CSPIA
53
Cary Street Partners Investment Advisory
Virginia
$42.2K – – –
Citigroup
54
Citigroup
New York
$29.7K +$8.8K +100 +39%
APC
55
Aspire Private Capital
North Carolina
$25K -$58.9K -669 -69%
BFEC
56
Benjamin F. Edwards & Company
Missouri
$21K +$1.32K +15 +6%
PTC
57
Private Trust Company
Ohio
$20.1K +$21.1K +240 New
AAG
58
Armstrong Advisory Group
Massachusetts
$19.5K +$20.5K +233 New
Comerica Bank
59
Comerica Bank
Texas
$14.4K +$15.1K +172 New
RA
60
Rise Advisors
New York
$7.71K -$3.08K -35 -28%
AWM
61
Avior Wealth Management
Nebraska
$6.52K +$6.86K +78 New
IRC
62
Investors Research Corp
Georgia
$3.01K – – –
OSAM
63
O'Shaughnessy Asset Management
Connecticut
$2.68K +$2.82K +32 New
TIM
64
Tortoise Investment Management
New York
$2.09K +$2.2K +25 New
BCWM
65
Bartlett & Co Wealth Management
Ohio
$167 +$176 +2 New
CAPTRUST Financial Advisors
66
CAPTRUST Financial Advisors
North Carolina
– -$225K -2,549 Closed
UBS Group
67
UBS Group
Switzerland
– -$168K -1,900 Closed
HS
68
Horan Securities
United States
– -$114K -1,295 Closed
AssetMark Inc
69
AssetMark Inc
California
– -$37.9K -429 Closed
DI
70
Disciplined Investments
Oklahoma
– -$2.14K -24 Closed
BC
71
Bartlett & Co
Ohio
– +$176 +2 New
1 2
3

JPME Hedge Fund Activity: Q3 2023 in Review

66 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) for Q3 2023, worth a combined $252M — down 11% from $285M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new JPME positions and 5 closed out — a net gain of 5 holders — while 31 added to existing stakes and 22 trimmed.

The largest buyer was Journey Strategic Wealth, opening a new position worth an estimated $4.03M. The largest seller was Adamsbrown Wealth Consultants, cutting an estimated $9.75M.

  • 66 institutional investors held JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) as of Q3 2023, up from 61 in Q2 2023.
  • Funds reported $252M of JPMorgan Diversified Return US Mid Cap Equity ETF stock for Q3 2023, down 11% quarter-over-quarter.
  • 10 funds opened new JPMorgan Diversified Return US Mid Cap Equity ETF positions in Q3 2023 and 5 closed out, a net change of +5 holders.
  • The largest JPMorgan Diversified Return US Mid Cap Equity ETF buyer in Q3 2023 was Journey Strategic Wealth, an estimated $4.03M added.
  • The largest JPMorgan Diversified Return US Mid Cap Equity ETF seller in Q3 2023 was Adamsbrown Wealth Consultants, an estimated $9.75M sold.

Based on aggregated 13F filings for Q3 2023.