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JPMorgan Diversified Return Emerging Markets Equity ETF

120 hedge funds and large institutions have $233M invested in JPMorgan Diversified Return Emerging Markets Equity ETF in 2024 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 37 increasing their positions, 49 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 10

5% more funds holding

Funds holding: 114120 (+6)

2.81% more ownership

Funds ownership: 76.74%79.54% (+2.8%)

2% less capital invested

Capital invested by funds: $238M → $233M (-$4.26M)

24% less repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 49

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
120
Holders Change
+6
Holders Change %
+5.26%
% of All Funds
1.73%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
18
Increased
37
Reduced
49
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SC
26
Schiavi & Co
Delaware
$2.39M -$18.9K -345 -0.8%
Osaic Holdings
27
Osaic Holdings
Arizona
$2.1M +$471K +8,588 +28%
RJA
28
Raymond James & Associates
Florida
$2.08M -$271K -4,934 -11%
TIA
29
Tiemann Investment Advisors
California
$1.91M -$1.37K -25 -0.1%
WGCA
30
Wolf Group Capital Advisors
Virginia
$1.81M -$476K -8,668 -21%
SFC
31
Strategic Financial Concepts
Texas
$1.66M +$24.7M +449,756 +980%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$1.63M -$20.5K -373 -1%
KWM
33
Kingsview Wealth Management
Oregon
$1.49M +$437K +7,961 +41%
JCM
34
Jacobi Capital Management
Pennsylvania
$1.48M +$107K +1,956 +8%
IWC
35
Integrated Wealth Concepts
Massachusetts
$1.42M +$293K +5,335 +26%
FFN
36
Focus Financial Network
Minnesota
$1.35M +$103K +1,880 +8%
CPCP
37
Cedar Point Capital Partners
Iowa
$1.3M -$11.1K -202 -0.8%
Cetera Investment Advisers
38
Cetera Investment Advisers
Illinois
$1.26M -$10.4K -189 -0.8%
EFA
39
Edge Financial Advisors
Illinois
$1.26M -$651K -11,868 -34%
OAM
40
Occidental Asset Management
California
$1.24M +$67.8K +1,236 +6%
SHJ
41
Sharkey, Howes & Javer
Colorado
$1.24M +$563K +10,252 +81%
SKK
42
Shepherd Kaplan Krochuk
Massachusetts
$1.23M -$3.35K -61 -0.3%
AF
43
Allworth Financial
California
$1.17M -$80.7K -1,470 -6%
PAG
44
Private Advisor Group
New Jersey
$1.13M -$29.2K -532 -2%
P
45
&Partners
Tennessee
$1.11M +$1.12M +20,449 New
Wells Fargo
46
Wells Fargo
California
$1.1M -$1.53M -27,841 -58%
FTUS
47
Flow Traders U.S.
New York
$1.08M +$890K +16,213 +426%
TC
48
TownSquare Capital
Utah
$1.04M -$409K -7,451 -28%
EAM
49
Empirical Asset Management
Massachusetts
$1.04M -$515K -9,389 -33%
TPA
50
Trivium Point Advisory
Connecticut
$1.01M +$449K +8,187 +78%

JPEM Hedge Fund Activity: Q2 2024 in Review

120 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Diversified Return Emerging Markets Equity ETF (JPEM) for Q2 2024, worth a combined $233M — down 1.8% from $238M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new JPEM positions and 10 closed out — a net gain of 8 holders — while 37 added to existing stakes and 49 trimmed.

The largest buyer was Strategic Financial Concepts, adding an estimated $24.7M. The largest seller was 49 Wealth Management, cutting an estimated $21.2M.

  • 120 institutional investors held JPMorgan Diversified Return Emerging Markets Equity ETF (JPEM) as of Q2 2024, up from 114 in Q1 2024.
  • Funds reported $233M of JPMorgan Diversified Return Emerging Markets Equity ETF stock for Q2 2024, down 1.8% quarter-over-quarter.
  • 18 funds opened new JPMorgan Diversified Return Emerging Markets Equity ETF positions in Q2 2024 and 10 closed out, a net change of +8 holders.
  • The largest JPMorgan Diversified Return Emerging Markets Equity ETF buyer in Q2 2024 was Strategic Financial Concepts, an estimated $24.7M added.
  • The largest JPMorgan Diversified Return Emerging Markets Equity ETF seller in Q2 2024 was 49 Wealth Management, an estimated $21.2M sold.

Based on aggregated 13F filings for Q2 2024.