JPMorgan Diversified Return US Mid Cap Equity ETF
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.
44% more capital invested
Capital invested by funds: $198M → $285M (+$87.5M)
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 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 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GM
GeoWealth Management
Chicago,
Illinois
|
-$8.61M |
| 2 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$3.66M |
| 3 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$1.24M |
| 4 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$1.11M |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$1.1M |
JPME Hedge Fund Activity: Q2 2023 in Review
61 of the 6,383 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) for Q2 2023, worth a combined $285M — up 44% from $198M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new JPME positions and 9 closed out — a net gain of 1 holder — while 23 added to existing stakes and 23 trimmed.
The largest buyer was Cerity Partners, opening a new position worth an estimated $67.6M. The largest seller was GeoWealth Management, cutting an estimated $8.61M.
- 61 institutional investors held JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) as of Q2 2023, up from 60 in Q1 2023.
- Funds reported $285M of JPMorgan Diversified Return US Mid Cap Equity ETF stock for Q2 2023, up 44% quarter-over-quarter.
- 10 funds opened new JPMorgan Diversified Return US Mid Cap Equity ETF positions in Q2 2023 and 9 closed out, a net change of +1 holder.
- The largest JPMorgan Diversified Return US Mid Cap Equity ETF buyer in Q2 2023 was Cerity Partners, an estimated $67.6M added.
- The largest JPMorgan Diversified Return US Mid Cap Equity ETF seller in Q2 2023 was GeoWealth Management, an estimated $8.61M sold.
Based on aggregated 13F filings for Q2 2023.