JPMorgan Diversified Return US Mid Cap Equity ETF
JPME
6 hedge funds and large institutions have $35.5M invested in JPMorgan Diversified Return US Mid Cap Equity ETF in 2017 Q2 according to their latest regulatory filings, with 0 funds opening new positions, 3 increasing their positions, 1 reducing their positions, and 2 closing their positions.
200% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 1
2% less capital invested
Capital invested by funds: $36.1M → $35.5M (-$630K)
11.78% less ownership
Funds ownership: 78.44% → 66.66% (-12%)
25% less funds holding
Funds holding: 8 → 6 (-2)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FWM
Frontier Wealth Management
Kansas City,
Missouri
|
+$179K |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$174K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$2.92K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$1.16M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$514K |
| 3 |
JP Morgan Chase
New York
|
-$267K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
JP Morgan Chase
New York
| $30.9M | -$267K | -4,572 | -0.9% |
|
|
FWM
2
Frontier Wealth Management
Kansas City,
Missouri
| $4.28M | +$179K | +3,071 | +4% |
|
|
3
Bank of America
Charlotte,
North Carolina
| $303K | +$174K | +2,979 | +139% |
|
|
4
Royal Bank of Canada
Toronto,
Ontario, Canada
| $15K | +$2.92K | +50 | +25% |
|
|
VNA
5
Valley National Advisers
Bethlehem,
Pennsylvania
| $13K | – | – | – |
|
|
AG
6
Advisor Group
Phoenix,
Arizona
| $4K | – | – | – |
|
|
7
Jane Street
New York
| – | -$1.16M | -20,192 | Closed |
|
|
8
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$514K | -8,921 | Closed |
|
JPME Hedge Fund Activity: Q2 2017 in Review
6 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) for Q2 2017, worth a combined $35.5M — down 1.7% from $36.1M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of JPME and 0 opened new positions — a net loss of 2 holders — while 1 trimmed existing stakes and 3 added.
The largest buyer was Frontier Wealth Management, adding an estimated $179K. The largest seller was Jane Street, exiting entirely with an estimated $1.16M sold.
- 6 institutional investors held JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) as of Q2 2017, down from 8 in Q1 2017.
- Funds reported $35.5M of JPMorgan Diversified Return US Mid Cap Equity ETF stock for Q2 2017, down 1.7% quarter-over-quarter.
- 0 funds opened new JPMorgan Diversified Return US Mid Cap Equity ETF positions in Q2 2017 and 2 closed out, a net change of -2 holders.
- The largest JPMorgan Diversified Return US Mid Cap Equity ETF buyer in Q2 2017 was Frontier Wealth Management, an estimated $179K added.
- The largest JPMorgan Diversified Return US Mid Cap Equity ETF seller in Q2 2017 was Jane Street, an estimated $1.16M sold.
Based on aggregated 13F filings for Q2 2017.