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JPMorgan Diversified Return US Mid Cap Equity ETF

43 hedge funds and large institutions have $206M invested in JPMorgan Diversified Return US Mid Cap Equity ETF in 2022 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 15 increasing their positions, 10 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

333% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 3

50% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 10

30% more funds holding

Funds holding: 3343 (+10)

9% more capital invested

Capital invested by funds: $189M → $206M (+$16.4M)

5.18% more ownership

Funds ownership: 79.38%84.56% (+5.2%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
43
Holders Change
+10
Holders Change %
+30.3%
% of All Funds
0.68%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
13
Increased
15
Reduced
10
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CPO
1
Cerity Partners OCIO
New York
$76.3M +$1.99M +21,843 +3%
CW
2
CreativeOne Wealth
Kansas
$33.3M +$5.96M +65,280 +22%
TC
3
Trilogy Capital
California
$14M +$501K +5,483 +4%
GM
4
GeoWealth Management
Illinois
$13.3M +$1.11M +12,181 +9%
1WM
5
1900 Wealth Management
Texas
$11.8M -$1.49M -16,348 -11%
RW
6
RVW Wealth
California
$9.91M -$25.3K -277 -0.3%
AP
7
Appleton Partners
Massachusetts
$8.23M +$189K +2,069 +2%
RPSA
8
Richard P. Slaughter Associates
Texas
$6.2M -$858K -9,402 -12%
SL
9
Systelligence LLC
Minnesota
$4.85M +$4.74M +51,868 New
LPL Financial
10
LPL Financial
California
$3.85M +$512K +5,607 +16%
Goldman Sachs
11
Goldman Sachs
New York
$3.38M +$1.41M +15,484 +75%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$3.3M +$2.61M +28,603 +431%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$2.81M +$1.81M +19,861 +195%
Bank of America
14
Bank of America
North Carolina
$2.71M -$79.1K -866 -3%
AC
15
Apella Capital
Connecticut
$1.92M -$302K -3,305 -14%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$1.86M -$18K -197 -1%
Morgan Stanley
17
Morgan Stanley
New York
$1.39M +$44K +482 +3%
Jane Street
18
Jane Street
New York
$946K +$923K +10,106 New
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$826K -$187K -2,053 -19%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$790K +$28.2K +309 +4%
Ameriprise
21
Ameriprise
Minnesota
$703K +$5.02K +55 +0.7%
Osaic Holdings
22
Osaic Holdings
Arizona
$643K +$7.58K +83 +1%
FWM
23
Frontier Wealth Management
Missouri
$408K -$8.67K -95 -2%
LAS
24
LWM Advisory Services
Florida
$371K +$362K +3,962 New
AWS
25
Atria Wealth Solutions
New York
$297K +$290K +3,175 New

JPME Hedge Fund Activity: Q1 2022 in Review

43 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) for Q1 2022, worth a combined $206M — up 8.6% from $189M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new JPME positions and 3 closed out — a net gain of 10 holders — while 15 added to existing stakes and 10 trimmed.

The largest buyer was CreativeOne Wealth, adding an estimated $5.96M. The largest seller was 1900 Wealth Management, cutting an estimated $1.49M.

  • 43 institutional investors held JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) as of Q1 2022, up from 33 in Q4 2021.
  • Funds reported $206M of JPMorgan Diversified Return US Mid Cap Equity ETF stock for Q1 2022, up 8.6% quarter-over-quarter.
  • 13 funds opened new JPMorgan Diversified Return US Mid Cap Equity ETF positions in Q1 2022 and 3 closed out, a net change of +10 holders.
  • The largest JPMorgan Diversified Return US Mid Cap Equity ETF buyer in Q1 2022 was CreativeOne Wealth, an estimated $5.96M added.
  • The largest JPMorgan Diversified Return US Mid Cap Equity ETF seller in Q1 2022 was 1900 Wealth Management, an estimated $1.49M sold.

Based on aggregated 13F filings for Q1 2022.