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JPMorgan Diversified Return Emerging Markets Equity ETF
JPEM

114 hedge funds and large institutions have $238M invested in JPMorgan Diversified Return Emerging Markets Equity ETF in 2024 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 46 increasing their positions, 43 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 10

3% more funds holding

Funds holding: 111 → 114 (+3)

7% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 43

3% more capital invested

Capital invested by funds: $231M → $238M (+$6.19M)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

2.25% less ownership

Funds ownership: 78.98% → 76.74% (-2.2%)

Holders
114
Holders Change
+3
Holders Change %
+2.7%
% of All Funds
1.64%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
15
Increased
46
Reduced
43
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$6.72M
2
Jane Street
Jane Street
New York
+$3.76M
3
Bank of America
Bank of America
North Carolina
+$2.6M
4
4WM
49 Wealth Management
Texas
+$2.54M
5
OMC
Old Mission Capital
Illinois
+$1.8M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$8.65M
2
Ameriprise
Ameriprise
Minnesota
-$4.08M
3
AWA
Amplius Wealth Advisors
Pennsylvania
-$3.23M
4
Citadel Advisors
Citadel Advisors
Florida
-$2.58M
5
TC
TownSquare Capital
Utah
-$2.03M
Name Holding Trade Value Shares
Change 		Change in
Stake
Ameriprise
26
Ameriprise
Minnesota
$2.37M -$4.08M -77,170 -64%
RJA
27
Raymond James & Associates
Florida
$2.32M -$785K -14,848 -25%
WGCA
28
Wolf Group Capital Advisors
Virginia
$2.12M – – –
TIA
29
Tiemann Investment Advisors
California
$1.89M +$135K +2,550 +8%
EFA
30
Edge Financial Advisors
Illinois
$1.88M +$1.86M +35,093 New
AWS
31
Atria Wealth Solutions
New York
$1.77M -$264K -4,982 -13%
WANY
32
Wealthspire Advisors (New York)
New York
$1.76M -$798K -15,085 -31%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$1.63M +$1.07M +20,215 +198%
Osaic Holdings
34
Osaic Holdings
Arizona
$1.61M +$508K +9,609 +47%
EAM
35
Empirical Asset Management
Massachusetts
$1.53M -$65K -1,229 -4%
TC
36
TownSquare Capital
Utah
$1.43M -$2.03M -38,396 -59%
JCM
37
Jacobi Capital Management
Pennsylvania
$1.36M +$1.34M +25,402 New
CPCP
38
Cedar Point Capital Partners
Iowa
$1.3M -$1.59K -30 -0.1%
Cetera Investment Advisers
39
Cetera Investment Advisers
Illinois
$1.25M +$1.24M +23,468 New
SKK
40
Shepherd Kaplan Krochuk
Massachusetts
$1.22M -$279K -5,276 -19%
AF
41
Allworth Financial
California
$1.21M -$92.7K -1,752 -7%
FFN
42
Focus Financial Network
Minnesota
$1.19M +$296K +5,602 +33%
OAM
43
Occidental Asset Management
California
$1.16M +$35.3K +667 +3%
PAG
44
Private Advisor Group
New Jersey
$1.14M -$110K -2,071 -9%
CAN
45
Cetera Advisor Networks
California
$1.14M +$5.45K +103 +0.5%
IWC
46
Integrated Wealth Concepts
Massachusetts
$1.12M +$3.02K +57 +0.3%
KWM
47
Kingsview Wealth Management
Oregon
$1.04M +$249K +4,714 +32%
VWA
48
Visionary Wealth Advisors
Illinois
$1.03M +$86.3K +1,632 +9%
PWP
49
Precedent Wealth Partners
Texas
$942K -$48.5K -917 -5%
ATC
50
Argent Trust Co
Tennessee
$926K – – –
1
2
3 4 5

JPEM Hedge Fund Activity: Q1 2024 in Review

114 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Diversified Return Emerging Markets Equity ETF (JPEM) for Q1 2024, worth a combined $238M — up 2.7% from $231M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new JPEM positions and 10 closed out — a net gain of 5 holders — while 46 added to existing stakes and 43 trimmed.

The largest buyer was Focus Partners Wealth, opening a new position worth an estimated $6.72M. The largest seller was Morgan Stanley, cutting an estimated $8.65M.

  • 114 institutional investors held JPMorgan Diversified Return Emerging Markets Equity ETF (JPEM) as of Q1 2024, up from 111 in Q4 2023.
  • Funds reported $238M of JPMorgan Diversified Return Emerging Markets Equity ETF stock for Q1 2024, up 2.7% quarter-over-quarter.
  • 15 funds opened new JPMorgan Diversified Return Emerging Markets Equity ETF positions in Q1 2024 and 10 closed out, a net change of +5 holders.
  • The largest JPMorgan Diversified Return Emerging Markets Equity ETF buyer in Q1 2024 was Focus Partners Wealth, an estimated $6.72M added.
  • The largest JPMorgan Diversified Return Emerging Markets Equity ETF seller in Q1 2024 was Morgan Stanley, an estimated $8.65M sold.

Based on aggregated 13F filings for Q1 2024.