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JPMorgan Diversified Return US Mid Cap Equity ETF
JPME
JPME
61 hedge funds and large institutions have $285M invested in JPMorgan Diversified Return US Mid Cap Equity ETF in 2023 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 23 increasing their positions, 23 reducing their positions, and 9 closing their positions.
New
Increased
Maintained
Reduced
Closed
45% more capital invested
Capital invested by funds: $196M → $285M (+$88.9M)
18.82% more ownership
Funds ownership: 61.8% → 80.62% (+19%)
11% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 9
2% more funds holding
Funds holding: 60 → 61 (+1)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
0% more repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 23
Holders
61
Holders Change
+1
Holders Change %
+1.67%
% of All Funds
0.96%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
10
Increased
23
Reduced
23
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
Cerity Partners
New York
|
+$67.6M |
| 2 |
Morgan Stanley
New York
|
+$22.8M |
| 3 |
AWC
Adamsbrown Wealth Consultants
Wichita,
Kansas
|
+$2.35M |
| 4 |
HighTower Advisors
Chicago,
Illinois
|
+$1.35M |
| 5 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
+$812K |
