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JPMorgan Diversified Return US Mid Cap Equity ETF
JPME

78 hedge funds and large institutions have $279M invested in JPMorgan Diversified Return US Mid Cap Equity ETF in 2024 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 30 increasing their positions, 29 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 7

3% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 29

0.01% more ownership

Funds ownership: 76.22% → 76.23% (+0.01%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

1% less funds holding

Funds holding: 79 → 78 (-1)

5% less capital invested

Capital invested by funds: $295M → $279M (-$15.2M)

Holders
78
Holders Change
-1
Holders Change %
-1.27%
% of All Funds
1.13%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
8
Increased
30
Reduced
29
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TC
Trilogy Capital
California
+$2.68M
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$1.15M
3
Cerity Partners
Cerity Partners
New York
+$936K
4
GWP
Gateway Wealth Partners
Wisconsin
+$904K
5
LWMI
Landmark Wealth Management (Illinois)
Illinois
+$691K

Top Sellers

1
CW
CreativeOne Wealth
Kansas
-$4.81M
2
Morgan Stanley
Morgan Stanley
New York
-$3.48M
3
LPL Financial
LPL Financial
California
-$3.24M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.52M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.07M
Name Holding Trade Value Shares
Change 		Change in
Stake
KPWS
51
Kestra Private Wealth Services
Texas
$377K +$99.5K +1,036 +35%
Mariner
52
Mariner
Kansas
$372K -$181K -1,884 -33%
Osaic Holdings
53
Osaic Holdings
Arizona
$354K -$275K -2,861 -44%
PA
54
PFG Advisors
Arizona
$310K +$37.1K +386 +13%
FWA
55
FSM Wealth Advisors
Ohio
$302K -$5.66K -59 -2%
IF
56
Intrua Financial
Texas
$200K – – –
GRP
57
Global Retirement Partners
California
$180K +$864 +9 +0.5%
SWM
58
Sanctuary Wealth Management
Idaho
$173K -$864 -9 -0.5%
AFG
59
Albion Financial Group
Utah
$153K +$155K +1,610 New
Fidelity Investments
60
Fidelity Investments
Massachusetts
$89.1K +$21.1K +220 +31%
PS
61
Principal Securities
Iowa
$81.6K +$24.6K +256 +43%
AWM
62
Aspire Wealth Management
Massachusetts
$76.7K -$18.1K -189 -19%
BFEC
63
Benjamin F. Edwards & Company
Missouri
$67K +$1.34K +14 +2%
Citigroup
64
Citigroup
New York
$48.1K – – –
PTC
65
Private Trust Company
Ohio
$47.3K +$30K +313 +170%
IA
66
IFP Advisors
Florida
$29.6K +$192 +2 +0.6%
CAS
67
Coppell Advisory Solutions
Texas
$18.8K +$19K +198 New
GG
68
Gleason Group
Kentucky
$17.9K +$18K +188 New
RA
69
Rise Advisors
New York
$8.9K – – –
AWM
70
Avior Wealth Management
Nebraska
$7.42K – – –
AssetMark Inc
71
AssetMark Inc
California
$3.71K +$192 +2 +5%
IRC
72
Investors Research Corp
Georgia
$3.43K – – –
TIM
73
Tortoise Investment Management
New York
$2.38K – – –
Wells Fargo
74
Wells Fargo
California
$2.12K +$2.02K +21 +2,100%
BCWM
75
Bartlett & Co Wealth Management
Ohio
$1.43K – – –
1 2
3
4

JPME Hedge Fund Activity: Q2 2024 in Review

78 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) for Q2 2024, worth a combined $279M — down 5.2% from $295M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new JPME positions and 7 closed out — a net gain of 1 holder — while 30 added to existing stakes and 29 trimmed.

The largest buyer was Trilogy Capital, adding an estimated $2.68M. The largest seller was CreativeOne Wealth, cutting an estimated $4.81M.

  • 78 institutional investors held JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) as of Q2 2024, down from 79 in Q1 2024.
  • Funds reported $279M of JPMorgan Diversified Return US Mid Cap Equity ETF stock for Q2 2024, down 5.2% quarter-over-quarter.
  • 8 funds opened new JPMorgan Diversified Return US Mid Cap Equity ETF positions in Q2 2024 and 7 closed out, a net change of +1 holder.
  • The largest JPMorgan Diversified Return US Mid Cap Equity ETF buyer in Q2 2024 was Trilogy Capital, an estimated $2.68M added.
  • The largest JPMorgan Diversified Return US Mid Cap Equity ETF seller in Q2 2024 was CreativeOne Wealth, an estimated $4.81M sold.

Based on aggregated 13F filings for Q2 2024.