JPMorgan Diversified Return Emerging Markets Equity ETF
JPEM
111 hedge funds and large institutions have $231M invested in JPMorgan Diversified Return Emerging Markets Equity ETF in 2023 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 37 increasing their positions, 46 reducing their positions, and 12 closing their positions.
42% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 12
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
4% more funds holding
Funds holding: 107 → 111 (+4)
3.02% more ownership
Funds ownership: 75.96% → 78.98% (+3%)
2% more capital invested
Capital invested by funds: $226M → $231M (+$5.44M)
20% less repeat investments, than reductions
Existing positions increased: 37 | Existing positions reduced: 46
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$7.12M |
| 2 |
KW
KWB Wealth
Redlands,
California
|
+$2.52M |
| 3 |
LPL Financial
San Diego,
California
|
+$2.08M |
| 4 |
SC
Schiavi & Co
Wilmington,
Delaware
|
+$1.81M |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$1.43M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWA
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
|
-$18.7M |
| 2 |
Jane Street
New York
|
-$9.42M |
| 3 |
CA
Crumly & Associates
Springfield,
Illinois
|
-$4.37M |
| 4 |
ACM
Advisors Capital Management
Ridgewood,
New Jersey
|
-$1.89M |
| 5 |
HWP
Hibernia Wealth Partners
Baton Rouge,
Louisiana
|
-$1.87M |
JPEM Hedge Fund Activity: Q4 2023 in Review
111 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Diversified Return Emerging Markets Equity ETF (JPEM) for Q4 2023, worth a combined $231M — up 2.4% from $226M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new JPEM positions and 12 closed out — a net gain of 5 holders — while 37 added to existing stakes and 46 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $7.12M. The largest seller was Amplius Wealth Advisors, cutting an estimated $18.7M.
- 111 institutional investors held JPMorgan Diversified Return Emerging Markets Equity ETF (JPEM) as of Q4 2023, up from 107 in Q3 2023.
- Funds reported $231M of JPMorgan Diversified Return Emerging Markets Equity ETF stock for Q4 2023, up 2.4% quarter-over-quarter.
- 17 funds opened new JPMorgan Diversified Return Emerging Markets Equity ETF positions in Q4 2023 and 12 closed out, a net change of +5 holders.
- The largest JPMorgan Diversified Return Emerging Markets Equity ETF buyer in Q4 2023 was Morgan Stanley, an estimated $7.12M added.
- The largest JPMorgan Diversified Return Emerging Markets Equity ETF seller in Q4 2023 was Amplius Wealth Advisors, an estimated $18.7M sold.
Based on aggregated 13F filings for Q4 2023.