JPMorgan Diversified Return US Mid Cap Equity ETF
JPME
9 hedge funds and large institutions have $43.4M invested in JPMorgan Diversified Return US Mid Cap Equity ETF in 2017 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and 0 closing their positions.
50% more funds holding
Funds holding: 6 → 9 (+3)
22% more capital invested
Capital invested by funds: $35.5M → $43.4M (+$7.88M)
0% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 2
7.07% less ownership
Funds ownership: 66.66% → 59.58% (-7.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$2.86M |
| 2 |
AG
Advisor Group
Phoenix,
Arizona
|
+$2.45M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$916K |
| 4 |
SI
SII Investments
Appleton,
Wisconsin
|
+$730K |
| 5 |
LPL Financial
San Diego,
California
|
+$270K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FWM
Frontier Wealth Management
Kansas City,
Missouri
|
-$351K |
| 2 |
JP Morgan Chase
New York
|
-$30.1K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
JP Morgan Chase
New York
| $31.6M | -$30.1K | -506 | -0.1% |
|
|
FWM
2
Frontier Wealth Management
Kansas City,
Missouri
| $4.04M | -$351K | -5,906 | -8% |
|
|
3
Jane Street
New York
| $2.92M | +$2.86M | +48,064 | New |
|
|
AG
4
Advisor Group
Phoenix,
Arizona
| $2.51M | +$2.45M | +41,226 | +61,531% |
|
|
5
Bank of America
Charlotte,
North Carolina
| $1.25M | +$916K | +15,399 | +301% |
|
|
SI
6
SII Investments
Appleton,
Wisconsin
| $750K | +$730K | +12,273 | New |
|
|
7
LPL Financial
San Diego,
California
| $276K | +$270K | +4,537 | New |
|
8
Royal Bank of Canada
Toronto,
Ontario, Canada
| $15K | – | – | – |
|
|
VNA
9
Valley National Advisers
Bethlehem,
Pennsylvania
| $13K | – | – | – |
|
JPME Hedge Fund Activity: Q3 2017 in Review
9 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 Q3 2017, worth a combined $43.4M — up 22% from $35.5M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new JPME positions and 0 closed out — a net gain of 3 holders — while 2 added to existing stakes and 2 trimmed.
The largest buyer was Jane Street, opening a new position worth an estimated $2.86M. The largest seller was Frontier Wealth Management, cutting an estimated $351K.
- 9 institutional investors held JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) as of Q3 2017, up from 6 in Q2 2017.
- Funds reported $43.4M of JPMorgan Diversified Return US Mid Cap Equity ETF stock for Q3 2017, up 22% quarter-over-quarter.
- 3 funds opened new JPMorgan Diversified Return US Mid Cap Equity ETF positions in Q3 2017 and 0 closed out, a net change of +3 holders.
- The largest JPMorgan Diversified Return US Mid Cap Equity ETF buyer in Q3 2017 was Jane Street, an estimated $2.86M added.
- The largest JPMorgan Diversified Return US Mid Cap Equity ETF seller in Q3 2017 was Frontier Wealth Management, an estimated $351K sold.
Based on aggregated 13F filings for Q3 2017.