JPMorgan Diversified Return US Mid Cap Equity ETF
JPME
82 hedge funds and large institutions have $319M invested in JPMorgan Diversified Return US Mid Cap Equity ETF in 2024 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 31 increasing their positions, 30 reducing their positions, and 4 closing their positions.
125% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 4
14% more capital invested
Capital invested by funds: $279M → $319M (+$39.6M)
5% more funds holding
Funds holding: 78 → 82 (+4)
3% more repeat investments, than reductions
Existing positions increased: 31 | Existing positions reduced: 30
0.65% more ownership
Funds ownership: 76.23% → 76.88% (+0.65%)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
Top Sellers
| 1 |
GA
Goldstein Advisors
Madison,
Wisconsin
|
-$22.2M |
| 2 |
Jane Street
New York
|
-$944K |
| 3 |
EAM
Empirical Asset Management
Wellesley,
Massachusetts
|
-$712K |
| 4 |
Morgan Stanley
New York
|
-$504K |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$502K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TIM
76
Tortoise Investment Management
White Plains,
New York
| $2.63K | – | – | – |
|
|
FWM
77
FSA Wealth Management
Needham,
Massachusetts
| $2.63K | +$2.5K | +25 | New |
|
|
BCWM
78
Bartlett & Co Wealth Management
Cincinnati,
Ohio
| $1.58K | – | – | – |
|
|
FFA
79
Frazier Financial Advisors
Columbus,
Ohio
| $649 | – | – | – |
|
80
Bank of Montreal
Toronto,
Ontario, Canada
| $314 | – | – | – |
|
|
OSAM
81
O'Shaughnessy Asset Management
Stamford,
Connecticut
| $106 | – | – | – |
|
82
Wells Fargo
San Francisco,
California
| $74 | -$2.1K | -21 | -95% |
|
|
EAM
83
Empirical Asset Management
Wellesley,
Massachusetts
| – | -$712K | -7,478 | Closed |
|
|
84
Citadel Advisors
Miami,
Florida
| – | -$502K | -5,276 | Closed |
|
|
IF
85
Intrua Financial
Houston,
Texas
| – | -$200K | -2,102 | Closed |
|
|
GG
86
Gleason Group
Prospect,
Kentucky
| – | -$17.9K | -188 | Closed |
|
JPME Hedge Fund Activity: Q3 2024 in Review
82 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) for Q3 2024, worth a combined $319M — up 14% from $279M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new JPME positions and 4 closed out — a net gain of 5 holders — while 31 added to existing stakes and 30 trimmed.
The largest buyer was Teamwork Financial Advisors, adding an estimated $11.4M. The largest seller was Goldstein Advisors, cutting an estimated $22.2M.
- 82 institutional investors held JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) as of Q3 2024, up from 78 in Q2 2024.
- Funds reported $319M of JPMorgan Diversified Return US Mid Cap Equity ETF stock for Q3 2024, up 14% quarter-over-quarter.
- 9 funds opened new JPMorgan Diversified Return US Mid Cap Equity ETF positions in Q3 2024 and 4 closed out, a net change of +5 holders.
- The largest JPMorgan Diversified Return US Mid Cap Equity ETF buyer in Q3 2024 was Teamwork Financial Advisors, an estimated $11.4M added.
- The largest JPMorgan Diversified Return US Mid Cap Equity ETF seller in Q3 2024 was Goldstein Advisors, an estimated $22.2M sold.
Based on aggregated 13F filings for Q3 2024.