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JPMorgan Diversified Return US Mid Cap Equity ETF

33 hedge funds and large institutions have $167M invested in JPMorgan Diversified Return US Mid Cap Equity ETF in 2019 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 15 increasing their positions, 9 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

67% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 9

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

9% more capital invested

Capital invested by funds: $153M → $167M (+$13.2M)

6% more funds holding

Funds holding: 3133 (+2)

3.8% less ownership

Funds ownership: 85.37%81.58% (-3.8%)

Holders
33
Holders Change
+2
Holders Change %
+6.45%
% of All Funds
0.65%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.08%
New
5
Increased
15
Reduced
9
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CPO
1
Cerity Partners OCIO
New York
$46.2M +$2.76M +40,465 +7%
CW
2
CreativeOne Wealth
Kansas
$26.5M +$653K +9,584 +3%
FVWA
3
Foster Victor Wealth Advisors
South Carolina
$19.1M -$399K -5,860 -2%
TC
4
Trilogy Capital
California
$10.8M -$91K -1,337 -0.9%
AssetMark Inc
5
AssetMark Inc
California
$9.54M +$497K +7,297 +6%
PFG
6
Pacific Financial Group
Washington
$8.21M -$47.5K -697 -0.6%
RPSA
7
Richard P. Slaughter Associates
Texas
$7.11M +$6.86M +100,709 New
RJFSA
8
Raymond James Financial Services Advisors
Florida
$6.25M +$71.1K +1,044 +1%
Bank of America
9
Bank of America
North Carolina
$5.52M +$410K +6,014 +8%
AP
10
Appleton Partners
Massachusetts
$5.35M +$78.8K +1,158 +2%
GM
11
GeoWealth Management
Illinois
$5.33M -$9.52M -139,782 -65%
Jane Street
12
Jane Street
New York
$5.3M +$5.11M +75,028 New
MPWT
13
MassMutual Private Wealth & Trust
Connecticut
$2.61M +$165K +2,424 +7%
FWM
14
Frontier Wealth Management
Missouri
$2.55M -$1.73M -25,373 -41%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$2.1M -$297K -4,361 -13%
LNC
16
Lincoln National Corp
Pennsylvania
$1.4M +$36.6K +537 +3%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$1.26M +$61.8K +908 +5%
LTFS
18
Ladenburg Thalmann Financial Services
Florida
$508K +$28.6K +420 +6%
LPL Financial
19
LPL Financial
California
$278K -$11.4K -168 -4%
RJA
20
Raymond James & Associates
Florida
$245K
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$213K +$2.11K +31 +1%
SFSIG
22
San Francisco Sentry Investment Group
California
$111K +$613 +9 +0.6%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$69K +$33.6K +493 +102%
SL
24
Savior LLC
Massachusetts
$69K +$66.2K +972 New
VCP
25
Verus Capital Partners
Arizona
$42K +$40.9K +600 New

JPME Hedge Fund Activity: Q4 2019 in Review

33 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) for Q4 2019, worth a combined $167M — up 8.6% from $153M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new JPME positions and 3 closed out — a net gain of 2 holders — while 15 added to existing stakes and 9 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $5.11M. The largest seller was GeoWealth Management, cutting an estimated $9.52M.

  • 33 institutional investors held JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) as of Q4 2019, up from 31 in Q3 2019.
  • Funds reported $167M of JPMorgan Diversified Return US Mid Cap Equity ETF stock for Q4 2019, up 8.6% quarter-over-quarter.
  • 5 funds opened new JPMorgan Diversified Return US Mid Cap Equity ETF positions in Q4 2019 and 3 closed out, a net change of +2 holders.
  • The largest JPMorgan Diversified Return US Mid Cap Equity ETF buyer in Q4 2019 was Jane Street, an estimated $5.11M added.
  • The largest JPMorgan Diversified Return US Mid Cap Equity ETF seller in Q4 2019 was GeoWealth Management, an estimated $9.52M sold.

Based on aggregated 13F filings for Q4 2019.