JPMorgan Diversified Return US Small Cap Equity ETF
JPSE
5 hedge funds and large institutions have $28.2M invested in JPMorgan Diversified Return US Small Cap Equity ETF in 2017 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and closing their positions.
67% more funds holding
Funds holding: 3 → 5 (+2)
4% more capital invested
Capital invested by funds: $27.2M → $28.2M (+$983K)
0% more repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 1
9.8% less ownership
Funds ownership: 92.5% → 82.7% (-9.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FWM
Frontier Wealth Management
Kansas City,
Missouri
|
+$333K |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$117K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$2.7K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$14.2K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
JP Morgan Chase
New York
| $25.8M | – | – | – |
|
|
2
Bank of America
Charlotte,
North Carolina
| $1.84M | +$117K | +4,348 | +7% |
|
|
FWM
3
Frontier Wealth Management
Kansas City,
Missouri
| $337K | +$333K | +12,333 | New |
|
|
4
Jane Street
New York
| $219K | -$14.2K | -528 | -6% |
|
|
5
UBS Group
Zurich,
Switzerland
| $3K | +$2.7K | +100 | New |
|
JPSE Hedge Fund Activity: Q2 2017 in Review
5 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Diversified Return US Small Cap Equity ETF (JPSE) for Q2 2017, worth a combined $28.2M — up 3.6% from $27.2M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new JPSE positions and 0 closed out — a net gain of 2 holders — while 1 added to existing stakes and 1 trimmed.
The largest buyer was Frontier Wealth Management, opening a new position worth an estimated $333K. The largest seller was Jane Street, cutting an estimated $14.2K.
- 5 institutional investors held JPMorgan Diversified Return US Small Cap Equity ETF (JPSE) as of Q2 2017, up from 3 in Q1 2017.
- Funds reported $28.2M of JPMorgan Diversified Return US Small Cap Equity ETF stock for Q2 2017, up 3.6% quarter-over-quarter.
- 2 funds opened new JPMorgan Diversified Return US Small Cap Equity ETF positions in Q2 2017 and 0 closed out, a net change of +2 holders.
- The largest JPMorgan Diversified Return US Small Cap Equity ETF buyer in Q2 2017 was Frontier Wealth Management, an estimated $333K added.
- The largest JPMorgan Diversified Return US Small Cap Equity ETF seller in Q2 2017 was Jane Street, an estimated $14.2K sold.
Based on aggregated 13F filings for Q2 2017.