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JPMorgan Diversified Return US Mid Cap Equity ETF

35 hedge funds and large institutions have $189M invested in JPMorgan Diversified Return US Mid Cap Equity ETF in 2021 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 11 increasing their positions, 11 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 2

4.72% more ownership

Funds ownership: 78.11%82.83% (+4.7%)

0% more funds holding

Funds holding: 3535 (0)

0% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 11

2% less capital invested

Capital invested by funds: $192M → $189M (-$3.46M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
35
Holders Change
Holders Change %
0%
% of All Funds
0.61%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
4
Increased
11
Reduced
11
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
$71.8M +$1.02M +11,429 +1%
CW
2
CreativeOne Wealth
Kansas
$23.9M -$1.3M -14,534 -5%
TC
3
Trilogy Capital
California
$13.2M -$796K -8,926 -6%
1WM
4
1900 Wealth Management
Texas
$12.8M -$1.92M -21,513 -13%
GM
5
GeoWealth Management
Illinois
$10.4M -$3.42M -38,362 -24%
RW
6
RVW Wealth
California
$10M -$510K -5,717 -5%
Goldman Sachs
7
Goldman Sachs
New York
$8.98M
AP
8
Appleton Partners
Massachusetts
$7.31M +$210K +2,357 +3%
RPSA
9
Richard P. Slaughter Associates
Texas
$6.58M -$1.32M -14,777 -16%
AC
10
Apella Capital
Connecticut
$4.5M +$570K +6,391 +14%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$3.31M +$1.3M +14,637 +63%
LPL Financial
12
LPL Financial
California
$2.95M +$391K +4,381 +15%
Bank of America
13
Bank of America
North Carolina
$2.52M +$81.5K +914 +3%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$2.02M +$673K +7,551 +48%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$1.83M -$134K -1,505 -7%
Jane Street
16
Jane Street
New York
$1.45M +$643K +7,213 +77%
Morgan Stanley
17
Morgan Stanley
New York
$1.24M +$1.15M +12,907 +1,001%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$830K -$29.6K -332 -3%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$655K +$178 +2 +0%
Ameriprise
20
Ameriprise
Minnesota
$643K +$32K +359 +5%
Osaic Holdings
21
Osaic Holdings
Arizona
$525K -$267 -3 -0%
FWM
22
Frontier Wealth Management
Missouri
$445K -$10.7K -120 -2%
FTUS
23
Flow Traders U.S.
New York
$418K +$426K +4,779 New
UBS Group
24
UBS Group
Switzerland
$141K +$144K +1,610 New
MPCG
25
Matrix Private Capital Group
New York
$125K

JPME Hedge Fund Activity: Q3 2021 in Review

35 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) for Q3 2021, worth a combined $189M — down 1.8% from $192M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new JPME positions and 2 closed out — a net gain of 2 holders — while 11 added to existing stakes and 11 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $1.3M. The largest seller was GeoWealth Management, cutting an estimated $3.42M.

  • 35 institutional investors held JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) as of Q3 2021, unchanged from Q2 2021.
  • Funds reported $189M of JPMorgan Diversified Return US Mid Cap Equity ETF stock for Q3 2021, down 1.8% quarter-over-quarter.
  • 4 funds opened new JPMorgan Diversified Return US Mid Cap Equity ETF positions in Q3 2021 and 2 closed out, a net change of +2 holders.
  • The largest JPMorgan Diversified Return US Mid Cap Equity ETF buyer in Q3 2021 was Royal Bank of Canada, an estimated $1.3M added.
  • The largest JPMorgan Diversified Return US Mid Cap Equity ETF seller in Q3 2021 was GeoWealth Management, an estimated $3.42M sold.

Based on aggregated 13F filings for Q3 2021.