JPMorgan Diversified Return US Mid Cap Equity ETF
JPME
33 hedge funds and large institutions have $189M invested in JPMorgan Diversified Return US Mid Cap Equity ETF in 2021 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 14 increasing their positions, 11 reducing their positions, and 6 closing their positions.
27% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 11
0% more capital invested
Capital invested by funds: $189M → $189M (+$640K)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
3.45% less ownership
Funds ownership: 82.83% → 79.38% (-3.5%)
6% less funds holding
Funds holding: 35 → 33 (-2)
33% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
+$1.66M |
| 2 |
GM
GeoWealth Management
Chicago,
Illinois
|
+$1.06M |
| 3 |
AP
Appleton Partners
Boston,
Massachusetts
|
+$214K |
| 4 |
LPL Financial
San Diego,
California
|
+$165K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$128K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$7.6M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$2.89M |
| 3 |
AC
Apella Capital
West Hartford,
Connecticut
|
-$2.55M |
| 4 |
CPO
Cerity Partners OCIO
New York
|
-$2.54M |
| 5 |
Jane Street
New York
|
-$1.45M |
JPME Hedge Fund Activity: Q4 2021 in Review
33 of the 6,518 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) for Q4 2021, worth a combined $189M — up 0.34% from $189M 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 14 added.
The largest buyer was CreativeOne Wealth, adding an estimated $1.66M. The largest seller was Goldman Sachs, cutting an estimated $7.6M.
- 33 institutional investors held JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) as of Q4 2021, down from 35 in Q3 2021.
- Funds reported $189M of JPMorgan Diversified Return US Mid Cap Equity ETF stock for Q4 2021, up 0.34% quarter-over-quarter.
- 4 funds opened new JPMorgan Diversified Return US Mid Cap Equity ETF positions in Q4 2021 and 6 closed out, a net change of -2 holders.
- The largest JPMorgan Diversified Return US Mid Cap Equity ETF buyer in Q4 2021 was CreativeOne Wealth, an estimated $1.66M added.
- The largest JPMorgan Diversified Return US Mid Cap Equity ETF seller in Q4 2021 was Goldman Sachs, an estimated $7.6M sold.
Based on aggregated 13F filings for Q4 2021.