JPMorgan Diversified Return US Mid Cap Equity ETF
JPME
82 hedge funds and large institutions have $319M invested in JPMorgan Diversified Return US Mid Cap Equity ETF in 2024 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 31 increasing their positions, 30 reducing their positions, and 4 closing their positions.
125% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 4
14% more capital invested
Capital invested by funds: $279M → $319M (+$39.6M)
5% more funds holding
Funds holding: 78 → 82 (+4)
3% more repeat investments, than reductions
Existing positions increased: 31 | Existing positions reduced: 30
0.65% more ownership
Funds ownership: 76.23% → 76.88% (+0.65%)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TFA
Teamwork Financial Advisors
San Antonio,
Texas
|
+$11.4M |
| 2 |
Goldman Sachs
New York
|
+$7.28M |
| 3 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
+$5.3M |
| 4 |
DAS
Dynamic Advisor Solutions
Phoenix,
Arizona
|
+$2.52M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.42M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GA
Goldstein Advisors
Madison,
Wisconsin
|
-$22.2M |
| 2 |
Jane Street
New York
|
-$944K |
| 3 |
EAM
Empirical Asset Management
Wellesley,
Massachusetts
|
-$712K |
| 4 |
Morgan Stanley
New York
|
-$504K |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$502K |
JPME Hedge Fund Activity: Q3 2024 in Review
82 of the 6,978 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) for Q3 2024, worth a combined $319M — up 14% from $279M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new JPME positions and 4 closed out — a net gain of 5 holders — while 31 added to existing stakes and 30 trimmed.
The largest buyer was Teamwork Financial Advisors, adding an estimated $11.4M. The largest seller was Goldstein Advisors, cutting an estimated $22.2M.
- 82 institutional investors held JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) as of Q3 2024, up from 78 in Q2 2024.
- Funds reported $319M of JPMorgan Diversified Return US Mid Cap Equity ETF stock for Q3 2024, up 14% quarter-over-quarter.
- 9 funds opened new JPMorgan Diversified Return US Mid Cap Equity ETF positions in Q3 2024 and 4 closed out, a net change of +5 holders.
- The largest JPMorgan Diversified Return US Mid Cap Equity ETF buyer in Q3 2024 was Teamwork Financial Advisors, an estimated $11.4M added.
- The largest JPMorgan Diversified Return US Mid Cap Equity ETF seller in Q3 2024 was Goldstein Advisors, an estimated $22.2M sold.
Based on aggregated 13F filings for Q3 2024.