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JPMorgan Diversified Return US Mid Cap Equity ETF

35 hedge funds and large institutions have $192M invested in JPMorgan Diversified Return US Mid Cap Equity ETF in 2021 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 11 increasing their positions, 14 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more capital invested

Capital invested by funds: $182M → $192M (+$10.5M)

0% more funds holding

Funds holding: 3535 (0)

0% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 4

3.61% less ownership

Funds ownership: 81.72%78.11% (-3.6%)

21% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 14

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
35
Holders Change
Holders Change %
0%
% of All Funds
0.61%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
4
Increased
11
Reduced
14
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CPO
1
Cerity Partners OCIO
New York
$71.1M +$518K +5,951 +0.7%
CW
2
CreativeOne Wealth
Kansas
$25.3M -$15.9M -182,839 -39%
1WM
3
1900 Wealth Management
Texas
$14.8M -$1.06M -12,196 -7%
TC
4
Trilogy Capital
California
$14.2M -$691K -7,934 -5%
GM
5
GeoWealth Management
Illinois
$13.8M +$1.2M +13,812 +10%
RW
6
RVW Wealth
California
$10M -$156K -1,796 -2%
Goldman Sachs
7
Goldman Sachs
New York
$9.03M +$2.89M +33,206 +48%
RPSA
8
Richard P. Slaughter Associates
Texas
$7.91M -$311K -3,574 -4%
AP
9
Appleton Partners
Massachusetts
$7.13M +$108K +1,244 +2%
AC
10
Apella Capital
Connecticut
$3.96M +$3.92M +45,033 New
LPL Financial
11
LPL Financial
California
$2.58M +$23.2K +267 +0.9%
Bank of America
12
Bank of America
North Carolina
$2.45M -$152K -1,743 -6%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$2.04M -$3.07M -35,276 -60%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$1.97M -$85.2K -978 -4%
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$1.37M -$107K -1,227 -7%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$863K +$45.2K +519 +6%
Jane Street
17
Jane Street
New York
$822K +$815K +9,356 New
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$658K +$177K +2,033 +37%
Ameriprise
19
Ameriprise
Minnesota
$614K -$55.8K -641 -8%
Osaic Holdings
20
Osaic Holdings
Arizona
$528K -$10.9K -125 -2%
FWM
21
Frontier Wealth Management
Missouri
$457K -$132K -1,513 -23%
HS
22
Horan Securities
United States
$132K +$6.53K +75 +5%
MPCG
23
Matrix Private Capital Group
New York
$126K
Morgan Stanley
24
Morgan Stanley
New York
$113K +$18.8K +216 +20%
SFSIG
25
San Francisco Sentry Investment Group
California
$88K +$261 +3 +0.3%

JPME Hedge Fund Activity: Q2 2021 in Review

35 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) for Q2 2021, worth a combined $192M — up 5.8% from $182M a quarter earlier.

Fund positioning in JPME was balanced in Q2 2021: 4 funds opened new positions, 4 closed out, 11 added to existing stakes and 14 trimmed.

The largest buyer was Apella Capital, opening a new position worth an estimated $3.92M. The largest seller was CreativeOne Wealth, cutting an estimated $15.9M.

  • 35 institutional investors held JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) as of Q2 2021, unchanged from Q1 2021.
  • Funds reported $192M of JPMorgan Diversified Return US Mid Cap Equity ETF stock for Q2 2021, up 5.8% quarter-over-quarter.
  • 4 funds opened new JPMorgan Diversified Return US Mid Cap Equity ETF positions in Q2 2021 and 4 closed out, a net change of 0 holders.
  • The largest JPMorgan Diversified Return US Mid Cap Equity ETF buyer in Q2 2021 was Apella Capital, an estimated $3.92M added.
  • The largest JPMorgan Diversified Return US Mid Cap Equity ETF seller in Q2 2021 was CreativeOne Wealth, an estimated $15.9M sold.

Based on aggregated 13F filings for Q2 2021.