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JPMorgan Diversified Return US Mid Cap Equity ETF

22 hedge funds and large institutions have $76.5M invested in JPMorgan Diversified Return US Mid Cap Equity ETF in 2018 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 10 increasing their positions, 2 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 2

29% more funds holding

Funds holding: 1722 (+5)

18% more capital invested

Capital invested by funds: $65.1M → $76.5M (+$11.5M)

5.52% more ownership

Funds ownership: 68.27%73.79% (+5.5%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
22
Holders Change
+5
Holders Change %
+29.41%
% of All Funds
0.5%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
6
Increased
10
Reduced
2
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$19.1M +$451 +7 +0%
CW
2
CreativeOne Wealth
Kansas
$16.4M +$2.74M +42,584 +20%
RJFSA
3
Raymond James Financial Services Advisors
Florida
$16M +$1.15M +17,861 +8%
Jane Street
4
Jane Street
New York
$5.84M +$1.76M +27,290 +44%
FWM
5
Frontier Wealth Management
Missouri
$5.38M +$367K +5,706 +7%
AssetMark Inc
6
AssetMark Inc
California
$3.35M +$1.91M +29,623 +135%
AP
7
Appleton Partners
Massachusetts
$3.08M +$715K +11,108 +30%
Bank of America
8
Bank of America
North Carolina
$2.93M -$328K -5,089 -10%
LPL Financial
9
LPL Financial
California
$2.21M +$273K +4,243 +14%
RJA
10
Raymond James & Associates
Florida
$1.24M +$914K +14,195 +290%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$365K +$363K +5,634 New
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$256K +$17.5K +272 +7%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$240K +$238K +3,699 New
AG
14
Advisor Group
Arizona
$46K -$16K -249 -26%
SFSIG
15
San Francisco Sentry Investment Group
California
$21K +$20.6K +320 New
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$16K
VNA
17
Valley National Advisers
Pennsylvania
$13K
LTFS
18
Ladenburg Thalmann Financial Services
Florida
$10K
BCA
19
Bay Colony Advisors
Massachusetts
$7K +$7.14K +111 New
Northwestern Mutual Wealth Management
20
Northwestern Mutual Wealth Management
Wisconsin
$6K +$6.44K +100 New
RFA
21
Reilly Financial Advisors
California
$3K
TWA
22
TCI Wealth Advisors
Arizona
+$772 +12 New

JPME Hedge Fund Activity: Q2 2018 in Review

22 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) for Q2 2018, worth a combined $76.5M — up 18% from $65.1M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new JPME positions and 0 closed out — a net gain of 6 holders — while 10 added to existing stakes and 2 trimmed.

The largest buyer was CreativeOne Wealth, adding an estimated $2.74M. The largest seller was Bank of America, cutting an estimated $328K.

  • 22 institutional investors held JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) as of Q2 2018, up from 17 in Q1 2018.
  • Funds reported $76.5M of JPMorgan Diversified Return US Mid Cap Equity ETF stock for Q2 2018, up 18% quarter-over-quarter.
  • 6 funds opened new JPMorgan Diversified Return US Mid Cap Equity ETF positions in Q2 2018 and 0 closed out, a net change of +6 holders.
  • The largest JPMorgan Diversified Return US Mid Cap Equity ETF buyer in Q2 2018 was CreativeOne Wealth, an estimated $2.74M added.
  • The largest JPMorgan Diversified Return US Mid Cap Equity ETF seller in Q2 2018 was Bank of America, an estimated $328K sold.

Based on aggregated 13F filings for Q2 2018.