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JPMorgan Diversified Return US Mid Cap Equity ETF

27 hedge funds and large institutions have $133M invested in JPMorgan Diversified Return US Mid Cap Equity ETF in 2020 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 13 increasing their positions, 6 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 6

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

2.14% less ownership

Funds ownership: 81.58%79.44% (-2.1%)

18% less funds holding

Funds holding: 3327 (-6)

20% less capital invested

Capital invested by funds: $167M → $133M (-$34.2M)

40% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 10

Holders
27
Holders Change
-6
Holders Change %
-18.18%
% of All Funds
0.59%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
6
Increased
13
Reduced
6
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CPO
1
Cerity Partners OCIO
New York
$39.7M +$9M +140,234 +21%
CW
2
CreativeOne Wealth
Kansas
$19.1M +$546K +8,505 +2%
FVWA
3
Foster Victor Wealth Advisors
South Carolina
$15.3M +$1.28M +19,996 +7%
TC
4
Trilogy Capital
California
$9.54M +$1.06M +16,572 +11%
RW
5
RVW Wealth
California
$9.53M +$12.3M +191,255 New
AssetMark Inc
6
AssetMark Inc
California
$8.13M +$1.8M +28,108 +21%
RPSA
7
Richard P. Slaughter Associates
Texas
$6.19M +$1.51M +23,526 +23%
GM
8
GeoWealth Management
Illinois
$4.04M +$362K +5,637 +7%
Bank of America
9
Bank of America
North Carolina
$4.02M +$159K +2,479 +3%
AP
10
Appleton Partners
Massachusetts
$3.82M +$53.3K +831 +1%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$2.83M +$3.64M +56,676 New
RJFSA
12
Raymond James Financial Services Advisors
Florida
$2.77M -$2.11M -32,876 -37%
MPWT
13
MassMutual Private Wealth & Trust
Connecticut
$2.29M +$580K +9,035 +24%
FWM
14
Frontier Wealth Management
Missouri
$1.38M -$541K -8,434 -23%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$1.03M -$583K -9,092 -31%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$901K +$16.1K +251 +1%
LPL Financial
17
LPL Financial
California
$806K +$785K +12,238 +311%
LNC
18
Lincoln National Corp
Pennsylvania
$470K -$669K -10,424 -52%
Osaic Holdings
19
Osaic Holdings
Arizona
$435K +$560K +8,728 New
SFSIG
20
San Francisco Sentry Investment Group
California
$78K +$449 +7 +0.4%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$45K -$4.75K -74 -8%
JP Morgan Chase
22
JP Morgan Chase
New York
$22K
SFS
23
Sowell Financial Services
Arkansas
$4K -$29.1K -453 -86%
IRC
24
Investors Research Corp
Georgia
$2K
Morgan Stanley
25
Morgan Stanley
New York
$2K +$3.08K +48 New

JPME Hedge Fund Activity: Q1 2020 in Review

27 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) for Q1 2020, worth a combined $133M — down 20% from $167M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of JPME and 6 opened new positions — a net loss of 4 holders — while 6 trimmed existing stakes and 13 added.

The largest buyer was RVW Wealth, opening a new position worth an estimated $12.3M. The largest seller was Pacific Financial Group, exiting entirely with an estimated $8.21M sold.

  • 27 institutional investors held JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) as of Q1 2020, down from 33 in Q4 2019.
  • Funds reported $133M of JPMorgan Diversified Return US Mid Cap Equity ETF stock for Q1 2020, down 20% quarter-over-quarter.
  • 6 funds opened new JPMorgan Diversified Return US Mid Cap Equity ETF positions in Q1 2020 and 10 closed out, a net change of -4 holders.
  • The largest JPMorgan Diversified Return US Mid Cap Equity ETF buyer in Q1 2020 was RVW Wealth, an estimated $12.3M added.
  • The largest JPMorgan Diversified Return US Mid Cap Equity ETF seller in Q1 2020 was Pacific Financial Group, an estimated $8.21M sold.

Based on aggregated 13F filings for Q1 2020.