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JPMorgan Diversified Return Emerging Markets Equity ETF

101 hedge funds and large institutions have $232M invested in JPMorgan Diversified Return Emerging Markets Equity ETF in 2023 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 36 increasing their positions, 32 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 6

16% more funds holding

Funds holding: 87101 (+14)

13% more capital invested

Capital invested by funds: $205M → $232M (+$26.2M)

13% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 32

0.34% more ownership

Funds ownership: 77.31%77.65% (+0.34%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

Holders
101
Holders Change
+14
Holders Change %
+16.09%
% of All Funds
1.59%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
20
Increased
36
Reduced
32
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
26
JP Morgan Chase
New York
$2.41M -$302K -5,927 -11%
Citadel Advisors
27
Citadel Advisors
Florida
$2.21M +$2.23M +43,756 New
WGCA
28
Wolf Group Capital Advisors
Virginia
$2.12M -$12.2K -240 -0.6%
SFC
29
Strategic Financial Concepts
Texas
$1.99M +$89K +1,743 +5%
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$1.95M +$381K +7,464 +24%
SKK
31
Shepherd Kaplan Krochuk
Massachusetts
$1.94M +$121K +2,368 +7%
SMC
32
Smith, Moore & Co
Missouri
$1.73M +$1.75M +34,247 New
SHJ
33
Sharkey, Howes & Javer
Colorado
$1.59M +$1.29M +25,280 +403%
EAM
34
Empirical Asset Management
Massachusetts
$1.52M +$73K +1,430 +5%
AF
35
Allworth Financial
California
$1.4M -$100K -1,966 -7%
TC
36
TownSquare Capital
Utah
$1.4M +$1.41M +27,669 New
PAG
37
Private Advisor Group
New Jersey
$1.36M -$931K -18,238 -40%
TIA
38
Tiemann Investment Advisors
California
$1.35M +$118K +2,305 +9%
SC
39
Slow Capital
California
$1.3M -$10K -196 -0.8%
KWA
40
KCS Wealth Advisory
California
$1.2M -$32.9K -644 -3%
FTUS
41
Flow Traders U.S.
New York
$1.03M -$105K -2,053 -9%
Envestnet Asset Management
42
Envestnet Asset Management
Illinois
$1M +$389K +7,624 +62%
CW
43
CreativeOne Wealth
Kansas
$922K -$3.38M -66,182 -78%
ATC
44
Argent Trust Co
Tennessee
$870K
OAM
45
Occidental Asset Management
California
$815K +$824K +16,145 New
IWC
46
Integrated Wealth Concepts
Massachusetts
$772K +$780K +15,283 New
VWA
47
Visionary Wealth Advisors
Illinois
$724K +$732K +14,347 New
CAN
48
Cetera Advisor Networks
California
$720K +$47.7K +934 +7%
GS
49
GTS Securities
New York
$602K +$608K +11,922 New
RPSA
50
Richard P. Slaughter Associates
Texas
$586K +$199K +3,900 +51%

JPEM Hedge Fund Activity: Q2 2023 in Review

101 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Diversified Return Emerging Markets Equity ETF (JPEM) for Q2 2023, worth a combined $232M — up 13% from $205M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new JPEM positions and 6 closed out — a net gain of 14 holders — while 36 added to existing stakes and 32 trimmed.

The largest buyer was Cerity Partners, opening a new position worth an estimated $9.79M. The largest seller was CreativeOne Wealth, cutting an estimated $3.38M.

  • 101 institutional investors held JPMorgan Diversified Return Emerging Markets Equity ETF (JPEM) as of Q2 2023, up from 87 in Q1 2023.
  • Funds reported $232M of JPMorgan Diversified Return Emerging Markets Equity ETF stock for Q2 2023, up 13% quarter-over-quarter.
  • 20 funds opened new JPMorgan Diversified Return Emerging Markets Equity ETF positions in Q2 2023 and 6 closed out, a net change of +14 holders.
  • The largest JPMorgan Diversified Return Emerging Markets Equity ETF buyer in Q2 2023 was Cerity Partners, an estimated $9.79M added.
  • The largest JPMorgan Diversified Return Emerging Markets Equity ETF seller in Q2 2023 was CreativeOne Wealth, an estimated $3.38M sold.

Based on aggregated 13F filings for Q2 2023.