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JPMorgan Diversified Return US Mid Cap Equity ETF

31 hedge funds and large institutions have $153M invested in JPMorgan Diversified Return US Mid Cap Equity ETF in 2019 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 16 increasing their positions, 8 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 8

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

12% more capital invested

Capital invested by funds: $137M → $153M (+$16.1M)

5.65% more ownership

Funds ownership: 79.72%85.37% (+5.6%)

6% less funds holding

Funds holding: 3331 (-2)

40% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 5

Holders
31
Holders Change
-2
Holders Change %
-6.06%
% of All Funds
0.68%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
3
Increased
16
Reduced
8
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CPO
1
Cerity Partners OCIO
New York
$41.2M +$1.98M +29,911 +5%
CW
2
CreativeOne Wealth
Kansas
$24.5M +$326K +4,918 +1%
FVWA
3
Foster Victor Wealth Advisors
South Carolina
$18.2M +$686K +10,355 +4%
GM
4
GeoWealth Management
Illinois
$14.4M +$13.4M +202,128 +1,543%
TC
5
Trilogy Capital
California
$10.2M -$56.6K -855 -0.6%
AssetMark Inc
6
AssetMark Inc
California
$8.53M +$502K +7,582 +6%
PFG
7
Pacific Financial Group
Washington
$7.77M +$20.4K +308 +0.3%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$5.84M +$81.7K +1,234 +1%
AP
9
Appleton Partners
Massachusetts
$4.99M +$217K +3,277 +5%
Bank of America
10
Bank of America
North Carolina
$4.82M +$332K +5,012 +7%
FWM
11
Frontier Wealth Management
Missouri
$4.11M -$465K -7,020 -10%
MPWT
12
MassMutual Private Wealth & Trust
Connecticut
$2.31M +$231K +3,482 +11%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$2.28M +$437K +6,599 +24%
LNC
14
Lincoln National Corp
Pennsylvania
$1.29M +$51.2K +773 +4%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$1.13M -$12.9K -195 -1%
LTFS
16
Ladenburg Thalmann Financial Services
Florida
$452K +$37.2K +562 +9%
JP Morgan Chase
17
JP Morgan Chase
New York
$342K +$662 +10 +0.2%
LPL Financial
18
LPL Financial
California
$274K -$6.82K -103 -2%
RJA
19
Raymond James & Associates
Florida
$231K -$31.1K -470 -12%
OIA
20
OneDigital Investment Advisors
Kansas
$203K +$861 +13 +0.4%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$200K -$2.98K -45 -1%
UBS Group
22
UBS Group
Switzerland
$139K +$138K +2,082 New
SFSIG
23
San Francisco Sentry Investment Group
California
$104K +$927 +14 +0.9%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$32K -$16.6K -250 -34%
SFS
25
Sowell Financial Services
Arkansas
$27K +$27K +407 New

JPME Hedge Fund Activity: Q3 2019 in Review

31 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) for Q3 2019, worth a combined $153M — up 12% from $137M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of JPME and 3 opened new positions — a net loss of 2 holders — while 8 trimmed existing stakes and 16 added.

The largest buyer was GeoWealth Management, adding an estimated $13.4M. The largest seller was Jane Street, exiting entirely with an estimated $1.81M sold.

  • 31 institutional investors held JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) as of Q3 2019, down from 33 in Q2 2019.
  • Funds reported $153M of JPMorgan Diversified Return US Mid Cap Equity ETF stock for Q3 2019, up 12% quarter-over-quarter.
  • 3 funds opened new JPMorgan Diversified Return US Mid Cap Equity ETF positions in Q3 2019 and 5 closed out, a net change of -2 holders.
  • The largest JPMorgan Diversified Return US Mid Cap Equity ETF buyer in Q3 2019 was GeoWealth Management, an estimated $13.4M added.
  • The largest JPMorgan Diversified Return US Mid Cap Equity ETF seller in Q3 2019 was Jane Street, an estimated $1.81M sold.

Based on aggregated 13F filings for Q3 2019.