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JPMorgan Diversified Return Emerging Markets Equity ETF

79 hedge funds and large institutions have $203M invested in JPMorgan Diversified Return Emerging Markets Equity ETF in 2022 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 31 increasing their positions, 17 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

440% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 5

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

98% more capital invested

Capital invested by funds: $103M → $203M (+$100M)

82% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 17

36% more funds holding

Funds holding: 5879 (+21)

14.72% more ownership

Funds ownership: 76.67%91.4% (+15%)

Holders
79
Holders Change
+21
Holders Change %
+36.21%
% of All Funds
1.27%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
27
Increased
31
Reduced
17
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SC
26
Slow Capital
California
$1.28M +$359K +7,499 +40%
KWA
27
KCS Wealth Advisory
California
$1.2M +$34K +710 +3%
GM
28
GeoWealth Management
Illinois
$1.17M +$173K +3,608 +18%
JP Morgan Chase
29
JP Morgan Chase
New York
$1.05M +$1.02M +21,333 New
TIA
30
Tiemann Investment Advisors
California
$1.01M +$264K +5,520 +37%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$977K +$61.6K +1,285 +7%
ATC
32
Argent Trust Co
Tennessee
$849K +$825K +17,229 New
LWAC
33
Laurel Wealth Advisors (California)
California
$742K +$280K +5,841 +63%
KAS
34
Kestra Advisory Services
Texas
$694K +$675K +14,089 New
IAIM
35
International Assets Investment Management
Florida
$674K +$663K +13,833 New
Envestnet Asset Management
36
Envestnet Asset Management
Illinois
$654K +$195K +4,075 +44%
Osaic Holdings
37
Osaic Holdings
Arizona
$611K +$265K +5,522 +80%
CAN
38
Cetera Advisor Networks
California
$597K +$351K +7,327 +153%
Wells Fargo
39
Wells Fargo
California
$526K +$476K +9,936 +1,356%
Susquehanna International Group
40
Susquehanna International Group
Pennsylvania
$513K +$499K +10,416 New
Commonwealth Equity Services
41
Commonwealth Equity Services
Massachusetts
$512K +$58.2K +1,215 +13%
CAPTRUST Financial Advisors
42
CAPTRUST Financial Advisors
North Carolina
$491K -$7.95K -166 -2%
UBS Group
43
UBS Group
Switzerland
$483K -$34.2K -714 -7%
DAS
44
Dynamic Advisor Solutions
Arizona
$482K +$108K +2,263 +30%
FFN
45
Focus Financial Network
Minnesota
$476K -$121K -2,526 -21%
IA
46
Integrity Advisory
Kansas
$464K +$202K +4,206 +81%
CCA
47
Cobblestone Capital Advisors
New York
$457K +$444K +9,266 New
SWM
48
SeaCrest Wealth Management
New York
$454K +$441K +9,214 New
AWM
49
AE Wealth Management
Kansas
$440K +$428K +8,932 New
SC
50
Schiavi & Co
Delaware
$437K -$245K -5,112 -37%

JPEM Hedge Fund Activity: Q4 2022 in Review

79 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Diversified Return Emerging Markets Equity ETF (JPEM) for Q4 2022, worth a combined $203M — up 98% from $103M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new JPEM positions and 5 closed out — a net gain of 22 holders — while 31 added to existing stakes and 17 trimmed.

The largest buyer was Amplius Wealth Advisors, opening a new position worth an estimated $24.5M. The largest seller was Crumly & Associates, exiting entirely with an estimated $4.83M sold.

  • 79 institutional investors held JPMorgan Diversified Return Emerging Markets Equity ETF (JPEM) as of Q4 2022, up from 58 in Q3 2022.
  • Funds reported $203M of JPMorgan Diversified Return Emerging Markets Equity ETF stock for Q4 2022, up 98% quarter-over-quarter.
  • 27 funds opened new JPMorgan Diversified Return Emerging Markets Equity ETF positions in Q4 2022 and 5 closed out, a net change of +22 holders.
  • The largest JPMorgan Diversified Return Emerging Markets Equity ETF buyer in Q4 2022 was Amplius Wealth Advisors, an estimated $24.5M added.
  • The largest JPMorgan Diversified Return Emerging Markets Equity ETF seller in Q4 2022 was Crumly & Associates, an estimated $4.83M sold.

Based on aggregated 13F filings for Q4 2022.