JPMorgan Diversified Return US Mid Cap Equity ETF
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.
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)
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 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
Wells Fargo
San Francisco,
California
| $9 | -$123K | -1,438 | Closed |
|
|
RJA
77
Raymond James & Associates
St Petersburg,
Florida
| – | -$322K | -3,845 | Closed |
|
|
FTUS
78
Flow Traders U.S.
New York
| – | -$260K | -3,103 | Closed |
|
|
MPCG
79
Matrix Private Capital Group
New York
| – | -$120K | -1,434 | Closed |
|
|
CSPIA
80
Cary Street Partners Investment Advisory
Richmond,
Virginia
| – | -$42.2K | -505 | Closed |
|
|
AAG
81
Armstrong Advisory Group
Needham,
Massachusetts
| – | -$19.5K | -233 | Closed |
|
82
Comerica Bank
Dallas,
Texas
| – | -$14.4K | -172 | Closed |
|
|
OSAM
83
O'Shaughnessy Asset Management
Stamford,
Connecticut
| – | -$2.68K | -32 | Closed |
|
JPME Hedge Fund Activity: Q4 2023 in Review
75 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) for Q4 2023, worth a combined $305M — up 21% from $252M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new JPME positions and 8 closed out — a net gain of 9 holders — while 29 added to existing stakes and 25 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $27.2M. The largest seller was CreativeOne Wealth, cutting an estimated $7.42M.
- 75 institutional investors held JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) as of Q4 2023, up from 66 in Q3 2023.
- Funds reported $305M of JPMorgan Diversified Return US Mid Cap Equity ETF stock for Q4 2023, up 21% quarter-over-quarter.
- 17 funds opened new JPMorgan Diversified Return US Mid Cap Equity ETF positions in Q4 2023 and 8 closed out, a net change of +9 holders.
- The largest JPMorgan Diversified Return US Mid Cap Equity ETF buyer in Q4 2023 was Morgan Stanley, an estimated $27.2M added.
- The largest JPMorgan Diversified Return US Mid Cap Equity ETF seller in Q4 2023 was CreativeOne Wealth, an estimated $7.42M sold.
Based on aggregated 13F filings for Q4 2023.