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JPMorgan Diversified Return US Mid Cap Equity ETF

53 hedge funds and large institutions have $203M invested in JPMorgan Diversified Return US Mid Cap Equity ETF in 2022 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 17 increasing their positions, 17 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

267% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 3

15% more funds holding

Funds holding: 4653 (+7)

5% more capital invested

Capital invested by funds: $194M → $203M (+$9.06M)

0.16% more ownership

Funds ownership: 82.96%83.12% (+0.16%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 17

Holders
53
Holders Change
+7
Holders Change %
+15.22%
% of All Funds
0.91%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
11
Increased
17
Reduced
17
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
$61.8M -$268K -3,158 -0.4%
CW
2
CreativeOne Wealth
Kansas
$27.6M +$1M +11,789 +3%
SL
3
Systelligence LLC
Minnesota
$19.1M -$437K -5,145 -2%
TC
4
Trilogy Capital
California
$11.4M +$113K +1,329 +0.9%
GM
5
GeoWealth Management
Illinois
$11.2M +$271K +3,191 +2%
LPL Financial
6
LPL Financial
California
$8.2M +$4.57M +53,891 +101%
RW
7
RVW Wealth
California
$8.04M -$7.89K -93 -0.1%
1WM
8
1900 Wealth Management
Texas
$7.95M -$422K -4,970 -5%
AP
9
Appleton Partners
Massachusetts
$6.7M -$62.8K -740 -0.8%
Jane Street
10
Jane Street
New York
$6.19M +$1.95M +22,924 +39%
AWC
11
Adamsbrown Wealth Consultants
Kansas
$5.52M +$6.14M +72,277 New
Bank of America
12
Bank of America
North Carolina
$3.59M -$65.5K -772 -2%
Northwestern Mutual Wealth Management
13
Northwestern Mutual Wealth Management
Wisconsin
$3.37M -$228K -2,687 -6%
Ameriprise
14
Ameriprise
Minnesota
$2.96M +$2.67M +31,464 +436%
WF
15
Wayfinding Financial
Washington
$2.05M +$2.28M +26,816 New
AC
16
Apella Capital
Connecticut
$1.53M +$1.19K +14 +0.1%
Morgan Stanley
17
Morgan Stanley
New York
$1.51M +$371K +4,374 +28%
RPSA
18
Richard P. Slaughter Associates
Texas
$1.5M -$62.1K -731 -4%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$1.5M +$10.4K +122 +0.6%
LAS
20
LWM Advisory Services
Florida
$1.42M -$419K -4,937 -21%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$1.25M +$657K +7,740 +90%
HighTower Advisors
22
HighTower Advisors
Illinois
$1.14M -$6.54K -77 -0.5%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$1.11M +$470K +5,542 +61%
AWS
24
Atria Wealth Solutions
New York
$676K -$112K -1,323 -13%
Citadel Advisors
25
Citadel Advisors
Florida
$604K -$594 -7 -0.1%

JPME Hedge Fund Activity: Q3 2022 in Review

53 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) for Q3 2022, worth a combined $203M — up 4.7% from $194M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new JPME positions and 3 closed out — a net gain of 8 holders — while 17 added to existing stakes and 17 trimmed.

The largest buyer was Adamsbrown Wealth Consultants, opening a new position worth an estimated $6.14M. The largest seller was Systelligence LLC, cutting an estimated $437K.

  • 53 institutional investors held JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) as of Q3 2022, up from 46 in Q2 2022.
  • Funds reported $203M of JPMorgan Diversified Return US Mid Cap Equity ETF stock for Q3 2022, up 4.7% quarter-over-quarter.
  • 11 funds opened new JPMorgan Diversified Return US Mid Cap Equity ETF positions in Q3 2022 and 3 closed out, a net change of +8 holders.
  • The largest JPMorgan Diversified Return US Mid Cap Equity ETF buyer in Q3 2022 was Adamsbrown Wealth Consultants, an estimated $6.14M added.
  • The largest JPMorgan Diversified Return US Mid Cap Equity ETF seller in Q3 2022 was Systelligence LLC, an estimated $437K sold.

Based on aggregated 13F filings for Q3 2022.