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JPMorgan Diversified Return Emerging Markets Equity ETF
JPEM

113 hedge funds and large institutions have $253M invested in JPMorgan Diversified Return Emerging Markets Equity ETF in 2024 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 50 increasing their positions, 38 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

39.51% more ownership

Funds ownership: 79.54% → 119.05% (+40%)

32% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 38

8% more capital invested

Capital invested by funds: $233M → $253M (+$19.4M)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

6% less funds holding

Funds holding: 120 → 113 (-7)

50% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 10

Holders
113
Holders Change
-7
Holders Change %
-5.83%
% of All Funds
1.62%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
5
Increased
50
Reduced
38
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
IAIM
International Assets Investment Management
Florida
+$146M
2
SBH
Segall Bryant & Hamill
Illinois
+$9.19M
3
Bank of America
Bank of America
North Carolina
+$4.28M
4
OMC
Old Mission Capital
Illinois
+$2.41M
5
APP
Avantax Planning Partners
Iowa
+$2.18M

Top Sellers

Rank Fund Capital Flow
1
SFC
Strategic Financial Concepts
Texas
-$26.6M
2
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$6.91M
3
Jane Street
Jane Street
New York
-$2.21M
4
EAM
Empirical Asset Management
Massachusetts
-$1.04M
5
Corient Private Wealth
Corient Private Wealth
Florida
-$964K
Name Holding Trade Value Shares
Change 		Change in
Stake
Osaic Holdings
26
Osaic Holdings
Arizona
$2.36M +$160K +2,919 +8%
WGCA
27
Wolf Group Capital Advisors
Virginia
$2.12M +$474K +8,668 +26%
4WM
28
49 Wealth Management
Texas
$2.08M -$952K -17,391 -32%
TIA
29
Tiemann Investment Advisors
California
$1.94M -$57.7K -1,055 -3%
RJA
30
Raymond James & Associates
Florida
$1.73M -$436K -7,974 -21%
P
31
&Partners
Tennessee
$1.71M +$529K +9,668 +47%
KWM
32
Kingsview Wealth Management
Oregon
$1.7M +$138K +2,518 +9%
Jane Street
33
Jane Street
New York
$1.69M -$2.21M -40,307 -57%
JCM
34
Jacobi Capital Management
Pennsylvania
$1.6M +$47.3K +865 +3%
IWC
35
Integrated Wealth Concepts
Massachusetts
$1.52M +$33K +602 +2%
Wells Fargo
36
Wells Fargo
California
$1.47M +$314K +5,732 +28%
FFN
37
Focus Financial Network
Minnesota
$1.45M +$68.7K +1,256 +5%
CPCP
38
Cedar Point Capital Partners
Iowa
$1.4M +$35.1K +641 +3%
Cetera Investment Advisers
39
Cetera Investment Advisers
Illinois
$1.36M +$44.3K +809 +3%
OAM
40
Occidental Asset Management
California
$1.31M +$3.83K +70 +0.3%
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$1.27M -$412K -7,533 -25%
EFA
42
Edge Financial Advisors
Illinois
$1.25M -$59.6K -1,088 -5%
TC
43
TownSquare Capital
Utah
$1.19M +$95K +1,735 +9%
AF
44
Allworth Financial
California
$1.17M -$32.5K -594 -3%
BWM
45
BKM Wealth Management
Wisconsin
$1.13M +$112K +2,048 +11%
Envestnet Asset Management
46
Envestnet Asset Management
Illinois
$1.1M +$108K +1,965 +11%
PAG
47
Private Advisor Group
New Jersey
$1.03M -$148K -2,702 -13%
SKK
48
Shepherd Kaplan Krochuk
Massachusetts
$1.02M -$258K -4,722 -21%
Jones Financial Companies
49
Jones Financial Companies
Missouri
$1.01M +$365K +6,670 +60%
WANY
50
Wealthspire Advisors (New York)
New York
$995K -$12.9K -236 -1%
1
2
3 4 5

JPEM Hedge Fund Activity: Q3 2024 in Review

113 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Diversified Return Emerging Markets Equity ETF (JPEM) for Q3 2024, worth a combined $253M — up 8.3% from $233M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of JPEM and 5 opened new positions — a net loss of 5 holders — while 38 trimmed existing stakes and 50 added.

The largest buyer was International Assets Investment Management, adding an estimated $146M. The largest seller was Strategic Financial Concepts, cutting an estimated $26.6M.

  • 113 institutional investors held JPMorgan Diversified Return Emerging Markets Equity ETF (JPEM) as of Q3 2024, down from 120 in Q2 2024.
  • Funds reported $253M of JPMorgan Diversified Return Emerging Markets Equity ETF stock for Q3 2024, up 8.3% quarter-over-quarter.
  • 5 funds opened new JPMorgan Diversified Return Emerging Markets Equity ETF positions in Q3 2024 and 10 closed out, a net change of -5 holders.
  • The largest JPMorgan Diversified Return Emerging Markets Equity ETF buyer in Q3 2024 was International Assets Investment Management, an estimated $146M added.
  • The largest JPMorgan Diversified Return Emerging Markets Equity ETF seller in Q3 2024 was Strategic Financial Concepts, an estimated $26.6M sold.

Based on aggregated 13F filings for Q3 2024.