JPMorgan Diversified Return US Mid Cap Equity ETF
JPME
79 hedge funds and large institutions have $295M invested in JPMorgan Diversified Return US Mid Cap Equity ETF in 2024 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 26 increasing their positions, 35 reducing their positions, and 7 closing their positions.
71% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 7
5% more funds holding
Funds holding: 75 → 79 (+4)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
3% less capital invested
Capital invested by funds: $305M → $295M (-$10M)
8.18% less ownership
Funds ownership: 84.4% → 76.22% (-8.2%)
26% less repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 35
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
+$5.82M |
| 2 |
DAS
Dynamic Advisor Solutions
Phoenix,
Arizona
|
+$1.71M |
| 3 |
Jane Street
New York
|
+$1.09M |
| 4 |
GA
Goldstein Advisors
Madison,
Wisconsin
|
+$976K |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$739K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$28.9M |
| 2 |
JSW
Journey Strategic Wealth
Summit,
New Jersey
|
-$3.9M |
| 3 |
ACA
Aspire Capital Advisors
Seattle,
Washington
|
-$3.17M |
| 4 |
WF
Wayfinding Financial
Lynnwood,
Washington
|
-$2.12M |
| 5 |
LPL Financial
San Diego,
California
|
-$1.89M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FFA
76
Frazier Financial Advisors
Columbus,
Ohio
| $607 | -$21.9K | -235 | -98% |
|
77
Bank of Montreal
Toronto,
Ontario, Canada
| $297 | +$280 | +3 | New |
|
|
OSAM
78
O'Shaughnessy Asset Management
Stamford,
Connecticut
| $91 | +$93 | +1 | New |
|
79
Wells Fargo
San Francisco,
California
| $67 | +$93 | +1 | New |
|
|
ACA
80
Aspire Capital Advisors
Seattle,
Washington
| – | -$3.17M | -34,512 | Closed |
|
|
WF
81
Wayfinding Financial
Lynnwood,
Washington
| – | -$2.12M | -23,113 | Closed |
|
82
Citadel Advisors
Miami,
Florida
| – | -$1.4M | -15,230 | Closed |
|
|
CW
83
CIC Wealth
Rockville,
Maryland
| – | -$429K | -4,667 | Closed |
|
|
CA
84
Clearstead Advisors
Cleveland,
Ohio
| – | -$29.7K | -323 | Closed |
|
|
CIM
85
Contravisory Investment Management
Norwell,
Massachusetts
| – | -$7.9K | -86 | Closed |
|
|
BWL
86
Bogart Wealth LLC
Mclean,
Virginia
| – | -$92 | -1 | Closed |
|
JPME Hedge Fund Activity: Q1 2024 in Review
79 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) for Q1 2024, worth a combined $295M — down 3.3% from $305M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new JPME positions and 7 closed out — a net gain of 5 holders — while 26 added to existing stakes and 35 trimmed.
The largest buyer was CreativeOne Wealth, adding an estimated $5.82M. The largest seller was Morgan Stanley, cutting an estimated $28.9M.
- 79 institutional investors held JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) as of Q1 2024, up from 75 in Q4 2023.
- Funds reported $295M of JPMorgan Diversified Return US Mid Cap Equity ETF stock for Q1 2024, down 3.3% quarter-over-quarter.
- 12 funds opened new JPMorgan Diversified Return US Mid Cap Equity ETF positions in Q1 2024 and 7 closed out, a net change of +5 holders.
- The largest JPMorgan Diversified Return US Mid Cap Equity ETF buyer in Q1 2024 was CreativeOne Wealth, an estimated $5.82M added.
- The largest JPMorgan Diversified Return US Mid Cap Equity ETF seller in Q1 2024 was Morgan Stanley, an estimated $28.9M sold.
Based on aggregated 13F filings for Q1 2024.