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JPMorgan Diversified Return US Mid Cap Equity ETF

29 hedge funds and large institutions have $103M invested in JPMorgan Diversified Return US Mid Cap Equity ETF in 2018 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 9 increasing their positions, 8 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

450% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 2

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

45% more funds holding

Funds holding: 2029 (+9)

42% more capital invested

Capital invested by funds: $72.3M → $103M (+$30.6M)

18.56% more ownership

Funds ownership: 63.31%81.87% (+19%)

13% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 8

Holders
29
Holders Change
+9
Holders Change %
+45%
% of All Funds
0.65%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
11
Increased
9
Reduced
8
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CPO
1
Cerity Partners OCIO
New York
$27.4M +$29.8M +479,591 New
CW
2
CreativeOne Wealth
Kansas
$17.1M +$1.39M +22,353 +8%
FVWA
3
Foster Victor Wealth Advisors
South Carolina
$16.9M +$18.3M +295,362 New
TC
4
Trilogy Capital
California
$8.93M +$9.71M +156,277 New
PFG
5
Pacific Financial Group
Washington
$6.93M +$7.54M +121,299 New
FWM
6
Frontier Wealth Management
Missouri
$4.64M +$215K +3,460 +4%
AssetMark Inc
7
AssetMark Inc
California
$4.58M +$751K +12,095 +18%
AP
8
Appleton Partners
Massachusetts
$3.27M +$282K +4,545 +9%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$2.95M -$12.4M -200,175 -79%
Bank of America
10
Bank of America
North Carolina
$2.59M -$7.95K -128 -0.3%
RJA
11
Raymond James & Associates
Florida
$1.6M -$1.16M -18,734 -40%
OIA
12
OneDigital Investment Advisors
Kansas
$1.26M +$1.37M +22,123 New
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$1.01M +$1.1M +17,660 New
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$919K +$76.1K +1,225 +8%
Jane Street
15
Jane Street
New York
$856K -$736K -11,842 -44%
LPL Financial
16
LPL Financial
California
$697K -$1.65M -26,590 -69%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$518K +$250K +4,027 +80%
JP Morgan Chase
18
JP Morgan Chase
New York
$302K -$7.38M -118,865 -96%
LTFS
19
Ladenburg Thalmann Financial Services
Florida
$177K +$79K +1,272 +70%
SFSIG
20
San Francisco Sentry Investment Group
California
$88K +$870 +14 +0.9%
Ameriprise
21
Ameriprise
Minnesota
$69K +$74.6K +1,200 New
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$49K +$37.8K +608 +243%
MOS
23
MGO One Seven
Ohio
$45K +$49.7K +800 New
AG
24
Advisor Group
Arizona
$17K -$25.1K -404 -57%
AWM
25
Avior Wealth Management
Nebraska
$16K +$18.1K +291 New

JPME Hedge Fund Activity: Q4 2018 in Review

29 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) for Q4 2018, worth a combined $103M — up 42% from $72.3M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new JPME positions and 2 closed out — a net gain of 9 holders — while 9 added to existing stakes and 8 trimmed.

The largest buyer was Cerity Partners OCIO, opening a new position worth an estimated $29.8M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $12.4M.

  • 29 institutional investors held JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) as of Q4 2018, up from 20 in Q3 2018.
  • Funds reported $103M of JPMorgan Diversified Return US Mid Cap Equity ETF stock for Q4 2018, up 42% quarter-over-quarter.
  • 11 funds opened new JPMorgan Diversified Return US Mid Cap Equity ETF positions in Q4 2018 and 2 closed out, a net change of +9 holders.
  • The largest JPMorgan Diversified Return US Mid Cap Equity ETF buyer in Q4 2018 was Cerity Partners OCIO, an estimated $29.8M added.
  • The largest JPMorgan Diversified Return US Mid Cap Equity ETF seller in Q4 2018 was Raymond James Financial Services Advisors, an estimated $12.4M sold.

Based on aggregated 13F filings for Q4 2018.