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JPMorgan Diversified Return Emerging Markets Equity ETF

72 hedge funds and large institutions have $245M invested in JPMorgan Diversified Return Emerging Markets Equity ETF in 2019 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 28 increasing their positions, 24 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 7

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

17% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 24

4% more funds holding

Funds holding: 6972 (+3)

2% more capital invested

Capital invested by funds: $239M → $245M (+$5.73M)

3.85% less ownership

Funds ownership: 69.91%66.06% (-3.8%)

Holders
72
Holders Change
+3
Holders Change %
+4.35%
% of All Funds
1.42%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.1%
New
13
Increased
28
Reduced
24
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SCG
26
Sonata Capital Group
Washington
$3.14M +$33.1K +606 +1%
Citigroup
27
Citigroup
New York
$3.07M +$59.1K +1,083 +2%
GM
28
GeoWealth Management
Illinois
$2.83M -$8.43M -154,572 -76%
Bank of America
29
Bank of America
North Carolina
$2.83M -$1.4M -25,730 -34%
Susquehanna International Group
30
Susquehanna International Group
Pennsylvania
$2.12M +$2.03M +37,134 New
LPL Financial
31
LPL Financial
California
$1.97M -$143K -2,630 -7%
NA
32
NewEdge Advisors
Louisiana
$1.53M -$94K -1,724 -6%
RCM
33
Rain Capital Management
Oregon
$1.41M -$12.1K -222 -0.9%
NFG
34
Next Financial Group
Texas
$1.28M +$33.7K +618 +3%
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$1.08M +$62.8K +1,152 +6%
LTFS
36
Ladenburg Thalmann Financial Services
Florida
$1M +$163K +2,992 +21%
RJFSA
37
Raymond James Financial Services Advisors
Florida
$831K -$161K -2,957 -17%
Truist Financial
38
Truist Financial
North Carolina
$802K +$767K +14,069 New
ICM
39
IMS Capital Management
Oregon
$749K -$227K -4,165 -24%
LA
40
LexAurum Advisors
Kansas
$744K +$263K +4,830 +59%
MCM
41
MAI Capital Management
Ohio
$715K +$24.3K +446 +4%
RJT
42
Raymond James Trust
Florida
$611K +$1.25K +23 +0.2%
FFN
43
Focus Financial Network
Minnesota
$559K +$36.1K +662 +7%
APW
44
Aurora Private Wealth
New Jersey
$523K +$500K +9,168 New
OWM
45
Opes Wealth Management
California
$481K -$265K -4,860 -37%
CPO
46
Cerity Partners OCIO
New York
$464K +$92.8K +1,701 +25%
Commonwealth Equity Services
47
Commonwealth Equity Services
Massachusetts
$457K +$105K +1,924 +31%
MML Investors Services
48
MML Investors Services
Massachusetts
$441K +$159K +2,917 +61%
HFG
49
Heron Financial Group
New York
$394K +$389K +7,130 New
AI
50
Atria Investments
North Carolina
$376K +$360K +6,600 New

JPEM Hedge Fund Activity: Q4 2019 in Review

72 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Diversified Return Emerging Markets Equity ETF (JPEM) for Q4 2019, worth a combined $245M — up 2.4% from $239M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new JPEM positions and 7 closed out — a net gain of 6 holders — while 28 added to existing stakes and 24 trimmed.

The largest buyer was AssetMark Inc, adding an estimated $5.16M. The largest seller was GeoWealth Management, cutting an estimated $8.43M.

  • 72 institutional investors held JPMorgan Diversified Return Emerging Markets Equity ETF (JPEM) as of Q4 2019, up from 69 in Q3 2019.
  • Funds reported $245M of JPMorgan Diversified Return Emerging Markets Equity ETF stock for Q4 2019, up 2.4% quarter-over-quarter.
  • 13 funds opened new JPMorgan Diversified Return Emerging Markets Equity ETF positions in Q4 2019 and 7 closed out, a net change of +6 holders.
  • The largest JPMorgan Diversified Return Emerging Markets Equity ETF buyer in Q4 2019 was AssetMark Inc, an estimated $5.16M added.
  • The largest JPMorgan Diversified Return Emerging Markets Equity ETF seller in Q4 2019 was GeoWealth Management, an estimated $8.43M sold.

Based on aggregated 13F filings for Q4 2019.