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JPMorgan Diversified Return US Mid Cap Equity ETF

32 hedge funds and large institutions have $202M invested in JPMorgan Diversified Return US Mid Cap Equity ETF in 2020 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 11 increasing their positions, 11 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more capital invested

Capital invested by funds: $156M → $202M (+$45.8M)

7.56% more ownership

Funds ownership: 71.42%78.98% (+7.6%)

0% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 11

9% less funds holding

Funds holding: 3532 (-3)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

33% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 6

Holders
32
Holders Change
-3
Holders Change %
-8.57%
% of All Funds
0.57%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
4
Increased
11
Reduced
11
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
$59.3M -$2.42M -34,284 -4%
CW
2
CreativeOne Wealth
Kansas
$35.1M +$1.56M +22,133 +5%
1WM
3
1900 Wealth Management
Texas
$18.8M +$17.6M +250,372 New
RW
4
RVW Wealth
California
$18M +$370K +5,256 +2%
TC
5
Trilogy Capital
California
$12.5M +$114K +1,613 +1%
AssetMark Inc
6
AssetMark Inc
California
$11.6M -$496K -7,033 -4%
RPSA
7
Richard P. Slaughter Associates
Texas
$10.8M +$218K +3,089 +2%
GM
8
GeoWealth Management
Illinois
$9.79M +$244K +3,458 +3%
Jane Street
9
Jane Street
New York
$6.16M +$5.77M +81,891 New
AP
10
Appleton Partners
Massachusetts
$5.71M +$35.7K +506 +0.7%
Bank of America
11
Bank of America
North Carolina
$2.54M -$2.18M -30,915 -48%
LPL Financial
12
LPL Financial
California
$2.23M +$10.6K +151 +0.5%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$2.02M -$733K -10,397 -28%
Goldman Sachs
14
Goldman Sachs
New York
$1.36M +$1.27M +18,040 New
Morgan Stanley
15
Morgan Stanley
New York
$1.25M +$1.13M +16,097 +3,003%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$903K -$1.36M -19,360 -62%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$797K -$97.8K -1,387 -12%
Osaic Holdings
18
Osaic Holdings
Arizona
$699K +$846 +12 +0.1%
FWM
19
Frontier Wealth Management
Missouri
$538K -$16.5K -234 -3%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$439K +$846 +12 +0.2%
WI
21
WBI Investments
New Jersey
$268K -$850K -12,058 -77%
HS
22
Horan Securities
United States
$258K +$111K +1,569 +84%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$169K -$907K -12,861 -85%
MPCG
24
Matrix Private Capital Group
New York
$108K +$101K +1,434 New
SFSIG
25
San Francisco Sentry Investment Group
California
$80K -$3.74K -53 -5%

JPME Hedge Fund Activity: Q4 2020 in Review

32 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) for Q4 2020, worth a combined $202M — up 29% from $156M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of JPME and 4 opened new positions — a net loss of 2 holders — while 11 trimmed existing stakes and 11 added.

The largest buyer was Jane Street, opening a new position worth an estimated $5.77M. The largest seller was Cerity Partners OCIO, cutting an estimated $2.42M.

  • 32 institutional investors held JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) as of Q4 2020, down from 35 in Q3 2020.
  • Funds reported $202M of JPMorgan Diversified Return US Mid Cap Equity ETF stock for Q4 2020, up 29% quarter-over-quarter.
  • 4 funds opened new JPMorgan Diversified Return US Mid Cap Equity ETF positions in Q4 2020 and 6 closed out, a net change of -2 holders.
  • The largest JPMorgan Diversified Return US Mid Cap Equity ETF buyer in Q4 2020 was Jane Street, an estimated $5.77M added.
  • The largest JPMorgan Diversified Return US Mid Cap Equity ETF seller in Q4 2020 was Cerity Partners OCIO, an estimated $2.42M sold.

Based on aggregated 13F filings for Q4 2020.