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JPMorgan Diversified Return Emerging Markets Equity ETF

65 hedge funds and large institutions have $159M invested in JPMorgan Diversified Return Emerging Markets Equity ETF in 2020 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 15 increasing their positions, 32 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

12.61% more ownership

Funds ownership: 53.1%65.7% (+13%)

9% more capital invested

Capital invested by funds: $146M → $159M (+$13M)

8% less funds holding

Funds holding: 7165 (-6)

43% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 14

53% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 32

Holders
65
Holders Change
-6
Holders Change %
-8.45%
% of All Funds
1.31%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.06%
New
8
Increased
15
Reduced
32
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$910K +$46.4K +957 +5%
Susquehanna International Group
27
Susquehanna International Group
Pennsylvania
$904K +$938K +19,333 New
FWM
28
Frontier Wealth Management
Missouri
$897K -$101K -2,085 -10%
WGCA
29
Wolf Group Capital Advisors
Virginia
$862K -$304K -6,259 -25%
ECM
30
ETrade Capital Management
Virginia
$782K +$384K +7,914 +90%
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$671K +$12.8K +264 +2%
Ameriprise
32
Ameriprise
Minnesota
$656K -$6.49M -133,872 -91%
BSW
33
Buckingham Strategic Wealth
Missouri
$653K +$678K +13,979 New
Osaic Holdings
34
Osaic Holdings
Arizona
$550K -$150K -3,092 -21%
RJFSA
35
Raymond James Financial Services Advisors
Florida
$550K -$32.8K -677 -5%
HFG
36
Heron Financial Group
New York
$534K +$63.2K +1,302 +13%
Truist Financial
37
Truist Financial
North Carolina
$502K -$22.3K -459 -4%
NA
38
NewEdge Advisors
Louisiana
$497K +$188K +3,883 +58%
SC
39
Slow Capital
California
$489K +$679 +14 +0.1%
UBS Group
40
UBS Group
Switzerland
$437K -$260K -5,370 -36%
APW
41
Aurora Private Wealth
New Jersey
$416K -$42.6K -878 -9%
KWA
42
KCS Wealth Advisory
California
$413K +$65.8K +1,356 +18%
RA
43
RFG Advisory
Alabama
$339K -$6.55K -135 -2%
CBN
44
Cadence Bank NA
Texas
$334K -$3.64K -75 -1%
LWAC
45
Laurel Wealth Advisors (California)
California
$281K -$119K -2,451 -29%
HL
46
HeadInvest LLC
Maine
$275K -$12.1K -250 -4%
FFN
47
Focus Financial Network
Minnesota
$232K -$209K -4,309 -46%
RCM
48
Rain Capital Management
Oregon
$223K -$3.83K -79 -2%
Bank of New York Mellon
49
Bank of New York Mellon
New York
$208K -$34.7K -716 -14%
KCM
50
Kathmere Capital Management
Pennsylvania
$140K +$146K +3,000 New

JPEM Hedge Fund Activity: Q3 2020 in Review

65 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Diversified Return Emerging Markets Equity ETF (JPEM) for Q3 2020, worth a combined $159M — up 8.9% from $146M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of JPEM and 8 opened new positions — a net loss of 6 holders — while 32 trimmed existing stakes and 15 added.

The largest buyer was JP Morgan Chase, adding an estimated $26.3M. The largest seller was Ameriprise, cutting an estimated $6.49M.

  • 65 institutional investors held JPMorgan Diversified Return Emerging Markets Equity ETF (JPEM) as of Q3 2020, down from 71 in Q2 2020.
  • Funds reported $159M of JPMorgan Diversified Return Emerging Markets Equity ETF stock for Q3 2020, up 8.9% quarter-over-quarter.
  • 8 funds opened new JPMorgan Diversified Return Emerging Markets Equity ETF positions in Q3 2020 and 14 closed out, a net change of -6 holders.
  • The largest JPMorgan Diversified Return Emerging Markets Equity ETF buyer in Q3 2020 was JP Morgan Chase, an estimated $26.3M added.
  • The largest JPMorgan Diversified Return Emerging Markets Equity ETF seller in Q3 2020 was Ameriprise, an estimated $6.49M sold.

Based on aggregated 13F filings for Q3 2020.