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.
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)
Top Buyers
Top Sellers
| 1 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
-$4.81M |
| 2 |
Morgan Stanley
New York
|
-$3.48M |
| 3 |
LPL Financial
San Diego,
California
|
-$3.24M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.52M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.07M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FFA
76
Frazier Financial Advisors
Columbus,
Ohio
| $585 | – | – | – |
|
77
Bank of Montreal
Toronto,
Ontario, Canada
| $288 | – | – | – |
|
|
OSAM
78
O'Shaughnessy Asset Management
Stamford,
Connecticut
| $95 | – | – | – |
|
|
79
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$1.52M | -15,294 | Closed |
|
80
Goldman Sachs
New York
| – | -$609K | -6,147 | Closed |
|
81
UBS Group
Zurich,
Switzerland
| – | -$482K | -4,864 | Closed |
|
|
RJA
82
Raymond James & Associates
St Petersburg,
Florida
| – | -$201K | -2,027 | Closed |
|
|
HGERS
83
Householder Group Estate & Retirement Specialist
Scottsdale,
Arizona
| – | -$9.72K | -98 | Closed |
|
|
APC
84
Aspire Private Capital
Cornelius,
North Carolina
| – | -$4.66K | -47 | Closed |
|
|
NFSG
85
Newbridge Financial Services Group
Boca Raton,
Florida
| – | -$694 | -7 | Closed |
|
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.