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JPMorgan Diversified Return US Mid Cap Equity ETF

35 hedge funds and large institutions have $156M invested in JPMorgan Diversified Return US Mid Cap Equity ETF in 2020 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 9 increasing their positions, 14 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

20% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 5

3% more funds holding

Funds holding: 3435 (+1)

0% more capital invested

Capital invested by funds: $155M → $156M (+$428K)

1.91% less ownership

Funds ownership: 73.33%71.42% (-1.9%)

36% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 14

Holders
35
Holders Change
+1
Holders Change %
+2.94%
% of All Funds
0.71%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.06%
New
6
Increased
9
Reduced
14
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
$52.7M -$49.4K -771 -0.1%
CW
2
CreativeOne Wealth
Kansas
$28.5M +$1.48M +23,119 +5%
RW
3
RVW Wealth
California
$15.3M -$140K -2,189 -0.9%
TC
4
Trilogy Capital
California
$10.6M -$71.6K -1,118 -0.7%
AssetMark Inc
5
AssetMark Inc
California
$10.4M +$406K +6,337 +4%
RPSA
6
Richard P. Slaughter Associates
Texas
$9.01M -$920K -14,366 -9%
GM
7
GeoWealth Management
Illinois
$8.13M +$2.4M +37,514 +42%
AP
8
Appleton Partners
Massachusetts
$4.84M +$30.8K +481 +0.6%
Bank of America
9
Bank of America
North Carolina
$4.15M -$338K -5,284 -8%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$2.39M -$504K -7,877 -17%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$2.01M -$93K -1,452 -4%
LPL Financial
12
LPL Financial
California
$1.89M +$2.88K +45 +0.2%
WI
13
WBI Investments
New Jersey
$1M +$1M +15,629 New
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$969K -$2.46M -38,459 -72%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$769K -$247K -3,860 -24%
Osaic Holdings
16
Osaic Holdings
Arizona
$592K -$26.1K -408 -4%
ECM
17
ETrade Capital Management
Virginia
$567K +$287K +4,480 +103%
FWM
18
Frontier Wealth Management
Missouri
$474K -$74.4K -1,162 -14%
SWP
19
Summit Wealth Partners
Florida
$387K +$16.1K +251 +4%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$374K -$897K -14,007 -71%
Citigroup
21
Citigroup
New York
$192K
HS
22
Horan Securities
United States
$119K +$119K +1,860 New
HCA
23
Horan Capital Advisors
Ohio
$109K +$109K +1,704 New
SFSIG
24
San Francisco Sentry Investment Group
California
$72K +$256 +4 +0.4%
Morgan Stanley
25
Morgan Stanley
New York
$34K +$34.3K +536 New

JPME Hedge Fund Activity: Q3 2020 in Review

35 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) for Q3 2020, worth a combined $156M — up 0.28% from $155M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new JPME positions and 5 closed out — a net gain of 1 holder — while 9 added to existing stakes and 14 trimmed.

The largest buyer was GeoWealth Management, adding an estimated $2.4M. The largest seller was Citadel Advisors, exiting entirely with an estimated $5.39M sold.

  • 35 institutional investors held JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) as of Q3 2020, up from 34 in Q2 2020.
  • Funds reported $156M of JPMorgan Diversified Return US Mid Cap Equity ETF stock for Q3 2020, up 0.28% quarter-over-quarter.
  • 6 funds opened new JPMorgan Diversified Return US Mid Cap Equity ETF positions in Q3 2020 and 5 closed out, a net change of +1 holder.
  • The largest JPMorgan Diversified Return US Mid Cap Equity ETF buyer in Q3 2020 was GeoWealth Management, an estimated $2.4M added.
  • The largest JPMorgan Diversified Return US Mid Cap Equity ETF seller in Q3 2020 was Citadel Advisors, an estimated $5.39M sold.

Based on aggregated 13F filings for Q3 2020.