JPMorgan Diversified Return US Small Cap Equity ETF
JPSE
33 hedge funds and large institutions have $77.7M invested in JPMorgan Diversified Return US Small Cap Equity ETF in 2018 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 12 increasing their positions, 6 reducing their positions, and 5 closing their positions.
180% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 5
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
100% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 6
38% more funds holding
Funds holding: 24 → 33 (+9)
15.87% more ownership
Funds ownership: 68.11% → 83.98% (+16%)
8% more capital invested
Capital invested by funds: $72M → $77.7M (+$5.65M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
+$3.76M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$3.37M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$2.73M |
| 4 |
Morgan Stanley
New York
|
+$2.13M |
| 5 |
HCM
Hengehold Capital Management
Cincinnati,
Ohio
|
+$609K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$10.2M |
| 2 |
AssetMark Inc
Concord,
California
|
-$3.34M |
| 3 |
Jane Street
New York
|
-$2.51M |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$1.14M |
| 5 |
FWM
Frontier Wealth Management
Kansas City,
Missouri
|
-$886K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
UBS Group
Zurich,
Switzerland
| $64K | +$10.1K | +341 | +17% |
|
|
CFGS
27
Concourse Financial Group Securities
Birmingham,
Alabama
| $52K | +$57.9K | +1,963 | New |
|
|
CAL
28
Capital Analysts LLC
Fort Washington,
Pennsylvania
| $32K | – | – | – |
|
|
AIC
29
Ameritas Investment Company
Lincoln,
Nebraska
| $11K | +$12.4K | +419 | New |
|
30
Royal Bank of Canada
Toronto,
Ontario, Canada
| $7K | +$7.67K | +260 | New |
|
31
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $2K | -$1.71K | -58 | -49% |
|
|
AF
32
Allworth Financial
Folsom,
California
| $1K | +$1.5K | +51 | New |
|
|
33
Jane Street
New York
| – | -$2.51M | -77,013 | Closed |
|
|
RJA
34
Raymond James & Associates
St Petersburg,
Florida
| – | -$1.14M | -35,048 | Closed |
|
35
LPL Financial
San Diego,
California
| – | -$696K | -21,395 | Closed |
|
|
TCM
36
TD Capital Management
Memphis,
Tennessee
| – | -$65K | -1,984 | Closed |
|
|
LWA
37
Lenox Wealth Advisors
New York
| – | -$4K | -120 | Closed |
|
38
Fidelity Investments
Boston,
Massachusetts
| – | +$30 | +1 | New |
|
JPSE Hedge Fund Activity: Q4 2018 in Review
33 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Diversified Return US Small Cap Equity ETF (JPSE) for Q4 2018, worth a combined $77.7M — up 7.8% from $72M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new JPSE positions and 5 closed out — a net gain of 9 holders — while 12 added to existing stakes and 6 trimmed.
The largest buyer was CreativeOne Wealth, adding an estimated $3.76M. The largest seller was JP Morgan Chase, cutting an estimated $10.2M.
- 33 institutional investors held JPMorgan Diversified Return US Small Cap Equity ETF (JPSE) as of Q4 2018, up from 24 in Q3 2018.
- Funds reported $77.7M of JPMorgan Diversified Return US Small Cap Equity ETF stock for Q4 2018, up 7.8% quarter-over-quarter.
- 14 funds opened new JPMorgan Diversified Return US Small Cap Equity ETF positions in Q4 2018 and 5 closed out, a net change of +9 holders.
- The largest JPMorgan Diversified Return US Small Cap Equity ETF buyer in Q4 2018 was CreativeOne Wealth, an estimated $3.76M added.
- The largest JPMorgan Diversified Return US Small Cap Equity ETF seller in Q4 2018 was JP Morgan Chase, an estimated $10.2M sold.
Based on aggregated 13F filings for Q4 2018.