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JPMorgan Diversified Return US Mid Cap Equity ETF

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.

New
Increased
Maintained
Reduced
Closed

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: 11 (0)

3.45% less ownership

Funds ownership: 82.83%79.38% (-3.5%)

6% less funds holding

Funds holding: 3533 (-2)

33% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 6

Holders
33
Holders Change
-2
Holders Change %
-5.71%
% of All Funds
0.51%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
4
Increased
14
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
$75.7M -$2.54M -27,425 -3%
CW
2
CreativeOne Wealth
Kansas
$27.8M +$1.66M +17,902 +7%
TC
3
Trilogy Capital
California
$13.8M -$609K -6,580 -4%
1WM
4
1900 Wealth Management
Texas
$13.6M -$378K -4,088 -3%
GM
5
GeoWealth Management
Illinois
$12.4M +$1.06M +11,427 +10%
RW
6
RVW Wealth
California
$10.1M -$330K -3,568 -3%
AP
7
Appleton Partners
Massachusetts
$8.19M +$214K +2,308 +3%
RPSA
8
Richard P. Slaughter Associates
Texas
$7.22M +$37.4K +404 +0.5%
LPL Financial
9
LPL Financial
California
$3.39M +$165K +1,787 +5%
Bank of America
10
Bank of America
North Carolina
$2.85M +$96.5K +1,043 +4%
AC
11
Apella Capital
Connecticut
$2.27M -$2.55M -27,585 -54%
Goldman Sachs
12
Goldman Sachs
New York
$1.97M -$7.6M -82,139 -80%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$1.92M -$72.5K -783 -4%
Morgan Stanley
14
Morgan Stanley
New York
$1.37M +$16.4K +177 +1%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$1.04M +$128K +1,388 +15%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$972K -$1.2M -12,950 -56%
CA
17
CoreCap Advisors
Michigan
$946K +$917K +9,912 New
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$776K +$58.7K +634 +8%
Ameriprise
19
Ameriprise
Minnesota
$710K +$8.33K +90 +1%
Osaic Holdings
20
Osaic Holdings
Arizona
$648K +$72.9K +788 +13%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$633K -$2.89M -31,177 -82%
FWM
22
Frontier Wealth Management
Missouri
$431K -$52.9K -572 -11%
ACK
23
Andrew C. Karlinski
$144K +$140K +1,509 New
HS
24
Horan Securities
United States
$144K +$140K +1,514 New
MPCG
25
Matrix Private Capital Group
New York
$137K

JPME Hedge Fund Activity: Q4 2021 in Review

33 of the 6,498 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.