JPMorgan Diversified Return US Mid Cap Equity ETF
JPME
14 hedge funds and large institutions have $46.4M invested in JPMorgan Diversified Return US Mid Cap Equity ETF in 2017 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 4 increasing their positions, 3 reducing their positions, and closing their positions.
56% more funds holding
Funds holding: 9 → 14 (+5)
33% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 3
7% more capital invested
Capital invested by funds: $43.4M → $46.4M (+$3.03M)
3.54% less ownership
Funds ownership: 59.58% → 56.04% (-3.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$13.9M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$1.36M |
| 3 |
Jane Street
New York
|
+$1.03M |
| 4 |
AP
Appleton Partners
Boston,
Massachusetts
|
+$825K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$294K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$14.2M |
| 2 |
AG
Advisor Group
Phoenix,
Arizona
|
-$2.52M |
| 3 |
LPL Financial
San Diego,
California
|
-$27.4K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
JP Morgan Chase
New York
| $18.7M | -$14.2M | -227,037 | -44% |
|
|
RJFSA
2
Raymond James Financial Services Advisors
St. Petersburg,
Florida
| $14.1M | +$13.9M | +221,656 | New |
|
|
FWM
3
Frontier Wealth Management
Kansas City,
Missouri
| $4.37M | +$138K | +2,196 | +3% |
|
|
4
Jane Street
New York
| $4.11M | +$1.03M | +16,364 | +34% |
|
|
5
Bank of America
Charlotte,
North Carolina
| $1.61M | +$294K | +4,689 | +23% |
|
|
6
Citadel Advisors
Miami,
Florida
| $1.38M | +$1.36M | +21,641 | New |
|
|
AP
7
Appleton Partners
Boston,
Massachusetts
| $839K | +$825K | +13,157 | New |
|
|
SI
8
SII Investments
Appleton,
Wisconsin
| $819K | +$42.9K | +684 | +6% |
|
|
9
LPL Financial
San Diego,
California
| $261K | -$27.4K | -437 | -10% |
|
|
AG
10
Advisor Group
Phoenix,
Arizona
| $70K | -$2.52M | -40,202 | -97% |
|
|
MOS
11
MGO One Seven
Beachwood,
Ohio
| $51K | +$50.2K | +800 | New |
|
12
Royal Bank of Canada
Toronto,
Ontario, Canada
| $16K | – | – | – |
|
|
VNA
13
Valley National Advisers
Bethlehem,
Pennsylvania
| $14K | – | – | – |
|
|
BCI
14
Brinker Capital Investments
Berwyn,
Pennsylvania
| – | +$376 | +6 | New |
|
JPME Hedge Fund Activity: Q4 2017 in Review
14 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) for Q4 2017, worth a combined $46.4M — up 7% from $43.4M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new JPME positions and 0 closed out — a net gain of 5 holders — while 4 added to existing stakes and 3 trimmed.
The largest buyer was Raymond James Financial Services Advisors, opening a new position worth an estimated $13.9M. The largest seller was JP Morgan Chase, cutting an estimated $14.2M.
- 14 institutional investors held JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) as of Q4 2017, up from 9 in Q3 2017.
- Funds reported $46.4M of JPMorgan Diversified Return US Mid Cap Equity ETF stock for Q4 2017, up 7% quarter-over-quarter.
- 5 funds opened new JPMorgan Diversified Return US Mid Cap Equity ETF positions in Q4 2017 and 0 closed out, a net change of +5 holders.
- The largest JPMorgan Diversified Return US Mid Cap Equity ETF buyer in Q4 2017 was Raymond James Financial Services Advisors, an estimated $13.9M added.
- The largest JPMorgan Diversified Return US Mid Cap Equity ETF seller in Q4 2017 was JP Morgan Chase, an estimated $14.2M sold.
Based on aggregated 13F filings for Q4 2017.