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JPMorgan Diversified Return US Mid Cap Equity ETF

31 hedge funds and large institutions have $124M invested in JPMorgan Diversified Return US Mid Cap Equity ETF in 2019 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 12 increasing their positions, 9 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 6

33% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 9

21% more capital invested

Capital invested by funds: $103M → $124M (+$21.4M)

7% more funds holding

Funds holding: 2931 (+2)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

2.05% less ownership

Funds ownership: 81.87%79.82% (-2%)

Holders
31
Holders Change
+2
Holders Change %
+6.9%
% of All Funds
0.67%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
8
Increased
12
Reduced
9
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CPO
1
Cerity Partners OCIO
New York
$35.3M +$3.93M +62,322 +13%
CW
2
CreativeOne Wealth
Kansas
$21.5M +$1.99M +31,646 +11%
FVWA
3
Foster Victor Wealth Advisors
South Carolina
$17.8M -$1.37M -21,821 -7%
TC
4
Trilogy Capital
California
$10.1M -$112K -1,772 -1%
PFG
5
Pacific Financial Group
Washington
$7.59M -$297K -4,713 -4%
AssetMark Inc
6
AssetMark Inc
California
$6.49M +$1.24M +19,636 +25%
FWM
7
Frontier Wealth Management
Missouri
$5M -$276K -4,381 -5%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$4.44M +$1.05M +16,606 +32%
Bank of America
9
Bank of America
North Carolina
$4.38M +$1.38M +21,970 +48%
AP
10
Appleton Partners
Massachusetts
$4.13M +$392K +6,220 +11%
MPWT
11
MassMutual Private Wealth & Trust
Connecticut
$1.98M +$1.91M +30,377 New
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$1.08M +$32.7K +519 +3%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$858K +$259K +4,112 +45%
LNC
14
Lincoln National Corp
Pennsylvania
$819K +$793K +12,591 New
OIA
15
OneDigital Investment Advisors
Kansas
$574K -$838K -13,301 -60%
LPL Financial
16
LPL Financial
California
$477K -$307K -4,878 -40%
LTFS
17
Ladenburg Thalmann Financial Services
Florida
$367K +$160K +2,542 +82%
Citadel Advisors
18
Citadel Advisors
Florida
$341K +$330K +5,239 New
JP Morgan Chase
19
JP Morgan Chase
New York
$332K -$11.4K -181 -3%
RJA
20
Raymond James & Associates
Florida
$279K -$1.49M -23,653 -85%
FCA
21
FinTrust Capital Advisors
South Carolina
$236K +$567K +9,000 New
SFSIG
22
San Francisco Sentry Investment Group
California
$100K +$252 +4 +0.3%
CA
23
Cetera Advisors
Colorado
$49K +$47.2K +750 New
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$48K -$7.75K -123 -14%
Fidelity Investments
25
Fidelity Investments
Massachusetts
$21K +$20.2K +321 +6,420%

JPME Hedge Fund Activity: Q1 2019 in Review

31 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) for Q1 2019, worth a combined $124M — up 21% from $103M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new JPME positions and 6 closed out — a net gain of 2 holders — while 12 added to existing stakes and 9 trimmed.

The largest buyer was Cerity Partners OCIO, adding an estimated $3.93M. The largest seller was Raymond James & Associates, cutting an estimated $1.49M.

  • 31 institutional investors held JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) as of Q1 2019, up from 29 in Q4 2018.
  • Funds reported $124M of JPMorgan Diversified Return US Mid Cap Equity ETF stock for Q1 2019, up 21% quarter-over-quarter.
  • 8 funds opened new JPMorgan Diversified Return US Mid Cap Equity ETF positions in Q1 2019 and 6 closed out, a net change of +2 holders.
  • The largest JPMorgan Diversified Return US Mid Cap Equity ETF buyer in Q1 2019 was Cerity Partners OCIO, an estimated $3.93M added.
  • The largest JPMorgan Diversified Return US Mid Cap Equity ETF seller in Q1 2019 was Raymond James & Associates, an estimated $1.49M sold.

Based on aggregated 13F filings for Q1 2019.