JPMorgan Diversified Return US Mid Cap Equity ETF
JPME
66 hedge funds and large institutions have $252M invested in JPMorgan Diversified Return US Mid Cap Equity ETF in 2023 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 31 increasing their positions, 22 reducing their positions, and 5 closing their positions.
100% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 5
41% more repeat investments, than reductions
Existing positions increased: 31 | Existing positions reduced: 22
8% more funds holding
Funds holding: 61 → 66 (+5)
3.82% less ownership
Funds ownership: 80.62% → 76.8% (-3.8%)
11% less capital invested
Capital invested by funds: $285M → $252M (-$32.7M)
67% less funds holding in top 10
Funds holding in top 10: 3 → 1 (-2)
Top Buyers
| 1 |
JSW
Journey Strategic Wealth
Summit,
New Jersey
|
+$4.03M |
| 2 |
DAS
Dynamic Advisor Solutions
Phoenix,
Arizona
|
+$3.17M |
| 3 |
LPL Financial
San Diego,
California
|
+$1.89M |
| 4 |
HighTower Advisors
Chicago,
Illinois
|
+$1.35M |
| 5 |
Morgan Stanley
New York
|
+$1.31M |
Top Sellers
| 1 |
AWC
Adamsbrown Wealth Consultants
Wichita,
Kansas
|
-$9.75M |
| 2 |
Cerity Partners
New York
|
-$9.72M |
| 3 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
-$9.57M |
| 4 |
GM
GeoWealth Management
Chicago,
Illinois
|
-$2.66M |
| 5 |
LAS
LWM Advisory Services
Plantation,
Florida
|
-$1.99M |
JPME Hedge Fund Activity: Q3 2023 in Review
66 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) for Q3 2023, worth a combined $252M — down 11% from $285M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new JPME positions and 5 closed out — a net gain of 5 holders — while 31 added to existing stakes and 22 trimmed.
The largest buyer was Journey Strategic Wealth, opening a new position worth an estimated $4.03M. The largest seller was Adamsbrown Wealth Consultants, cutting an estimated $9.75M.
- 66 institutional investors held JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) as of Q3 2023, up from 61 in Q2 2023.
- Funds reported $252M of JPMorgan Diversified Return US Mid Cap Equity ETF stock for Q3 2023, down 11% quarter-over-quarter.
- 10 funds opened new JPMorgan Diversified Return US Mid Cap Equity ETF positions in Q3 2023 and 5 closed out, a net change of +5 holders.
- The largest JPMorgan Diversified Return US Mid Cap Equity ETF buyer in Q3 2023 was Journey Strategic Wealth, an estimated $4.03M added.
- The largest JPMorgan Diversified Return US Mid Cap Equity ETF seller in Q3 2023 was Adamsbrown Wealth Consultants, an estimated $9.75M sold.
Based on aggregated 13F filings for Q3 2023.