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JPMorgan Diversified Return US Mid Cap Equity ETF

35 hedge funds and large institutions have $182M invested in JPMorgan Diversified Return US Mid Cap Equity ETF in 2021 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 11 increasing their positions, 14 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 2

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

9% more funds holding

Funds holding: 3235 (+3)

2.74% more ownership

Funds ownership: 78.98%81.72% (+2.7%)

10% less capital invested

Capital invested by funds: $202M → $182M (-$19.9M)

21% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 14

Holders
35
Holders Change
+3
Holders Change %
+9.38%
% of All Funds
0.61%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
5
Increased
11
Reduced
14
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CPO
1
Cerity Partners OCIO
New York
$66.6M +$1.25M +15,716 +2%
CW
2
CreativeOne Wealth
Kansas
$39M +$309K +3,885 +0.8%
TC
3
Trilogy Capital
California
$13.9M +$82K +1,032 +0.6%
GM
4
GeoWealth Management
Illinois
$11.9M +$1.03M +13,027 +10%
RW
5
RVW Wealth
California
$10M -$10.1M -127,237 -52%
RPSA
6
Richard P. Slaughter Associates
Texas
$7.75M -$3.97M -49,961 -35%
AP
7
Appleton Partners
Massachusetts
$6.62M +$317K +3,986 +5%
Goldman Sachs
8
Goldman Sachs
New York
$5.76M +$4.09M +51,491 +285%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$4.84M +$4.46M +56,205 +2,505%
Citadel Advisors
10
Citadel Advisors
Florida
$3.32M +$3.19M +40,130 New
Bank of America
11
Bank of America
North Carolina
$2.46M -$333K -4,191 -12%
LPL Financial
12
LPL Financial
California
$2.41M -$38K -478 -2%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$1.94M -$275K -3,467 -13%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$1.39M +$382K +4,806 +40%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$770K -$103K -1,303 -12%
Ameriprise
16
Ameriprise
Minnesota
$632K +$606K +7,632 New
FWM
17
Frontier Wealth Management
Missouri
$556K -$34.5K -434 -6%
Osaic Holdings
18
Osaic Holdings
Arizona
$507K -$251K -3,155 -34%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$452K -$30.6K -385 -7%
WI
20
WBI Investments
New Jersey
$352K +$54K +680 +19%
MPCG
21
Matrix Private Capital Group
New York
$119K
HS
22
Horan Securities
United States
$118K -$159K -1,999 -58%
Morgan Stanley
23
Morgan Stanley
New York
$89K -$1.24M -15,559 -94%
SFSIG
24
San Francisco Sentry Investment Group
California
$83K -$5.32K -67 -6%
HR
25
Howe & Rusling
New York
$42K +$23.7K +299 +140%

JPME Hedge Fund Activity: Q1 2021 in Review

35 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) for Q1 2021, worth a combined $182M — down 9.9% from $202M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new JPME positions and 2 closed out — a net gain of 3 holders — while 11 added to existing stakes and 14 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $4.46M. The largest seller was AssetMark Inc, exiting entirely with an estimated $11.6M sold.

  • 35 institutional investors held JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) as of Q1 2021, up from 32 in Q4 2020.
  • Funds reported $182M of JPMorgan Diversified Return US Mid Cap Equity ETF stock for Q1 2021, down 9.9% quarter-over-quarter.
  • 5 funds opened new JPMorgan Diversified Return US Mid Cap Equity ETF positions in Q1 2021 and 2 closed out, a net change of +3 holders.
  • The largest JPMorgan Diversified Return US Mid Cap Equity ETF buyer in Q1 2021 was Royal Bank of Canada, an estimated $4.46M added.
  • The largest JPMorgan Diversified Return US Mid Cap Equity ETF seller in Q1 2021 was AssetMark Inc, an estimated $11.6M sold.

Based on aggregated 13F filings for Q1 2021.