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JPMorgan Diversified Return Emerging Markets Equity ETF
JPEM

120 hedge funds and large institutions have $249M invested in JPMorgan Diversified Return Emerging Markets Equity ETF in 2024 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 48 increasing their positions, 38 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 12

26% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 38

6% more funds holding

Funds holding: 113 → 120 (+7)

2% less capital invested

Capital invested by funds: $253M → $249M (-$4M)

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

38.29% less ownership

Funds ownership: 119.05% → 80.76% (-38%)

Holders
120
Holders Change
+7
Holders Change %
+6.19%
% of All Funds
1.58%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
23
Increased
48
Reduced
38
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$6.51M
2
OMC
Old Mission Capital
Illinois
+$5.5M
3
Osaic Holdings
Osaic Holdings
Arizona
+$3.59M
4
IAA
Independent Advisor Alliance
North Carolina
+$3.38M
5
VF
Virtu Financial
New York
+$2.34M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$12.6M
2
FTUS
Flow Traders U.S.
New York
-$3.26M
3
Morgan Stanley
Morgan Stanley
New York
-$1.61M
4
PAG
Private Advisor Group
New Jersey
-$1.03M
5
4WM
49 Wealth Management
Texas
-$868K
Name Holding Trade Value Shares
Change 		Change in
Stake
BFG
26
Berger Financial Group
Minnesota
$3.11M -$26.1K -480 -0.8%
Jane Street
27
Jane Street
New York
$2.97M +$1.48M +27,361 +92%
SA
28
Sovran Advisors
California
$2.93M +$3.11M +57,349 New
SC
29
Schiavi & Co
Delaware
$2.9M +$661K +12,188 +28%
Osaic Holdings
30
Osaic Holdings
Arizona
$2.26M +$3.59M +66,158 +159%
VF
31
Virtu Financial
New York
$2.24M +$2.34M +43,145 New
WGCA
32
Wolf Group Capital Advisors
Virginia
$2.12M – – –
SFC
33
Strategic Financial Concepts
Texas
$2.09M +$1.7M +31,320 +347%
TIA
34
Tiemann Investment Advisors
California
$1.79M +$7.05K +130 +0.4%
JCM
35
Jacobi Capital Management
Pennsylvania
$1.68M +$231K +4,250 +15%
KWM
36
Kingsview Wealth Management
Oregon
$1.6M +$41.8K +771 +3%
P
37
&Partners
Tennessee
$1.55M -$5.75K -106 -0.4%
Wells Fargo
38
Wells Fargo
California
$1.49M +$143K +2,643 +10%
IWC
39
Integrated Wealth Concepts
Massachusetts
$1.45M +$57.6K +1,061 +4%
FFN
40
Focus Financial Network
Minnesota
$1.42M +$96.4K +1,776 +7%
RCM
41
Riggs Capital Management
Utah
$1.41M +$1.47M +27,107 New
WIA
42
Wealthedge Investment Advisors
New York
$1.4M +$1.46M +26,954 New
OAM
43
Occidental Asset Management
California
$1.35M +$160K +2,949 +13%
CPCP
44
Cedar Point Capital Partners
Iowa
$1.32M +$44K +811 +3%
Jones Financial Companies
45
Jones Financial Companies
Missouri
$1.31M +$406K +7,482 +42%
Cetera Investment Advisers
46
Cetera Investment Advisers
Illinois
$1.25M +$1.52K +28 +0.1%
Royal Bank of Canada
47
Royal Bank of Canada
Ontario, Canada
$1.24M +$75.6K +1,393 +6%
EFA
48
Edge Financial Advisors
Illinois
$1.12M -$32.3K -596 -3%
4WM
49
49 Wealth Management
Texas
$1.08M -$868K -15,997 -44%
BWM
50
BKM Wealth Management
Wisconsin
$1.06M +$25.2K +465 +2%
1
2
3 4 5

JPEM Hedge Fund Activity: Q4 2024 in Review

120 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Diversified Return Emerging Markets Equity ETF (JPEM) for Q4 2024, worth a combined $249M — down 1.6% from $253M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new JPEM positions and 12 closed out — a net gain of 11 holders — while 48 added to existing stakes and 38 trimmed.

The largest buyer was Focus Partners Wealth, opening a new position worth an estimated $6.51M. The largest seller was Bank of America, cutting an estimated $12.6M.

  • 120 institutional investors held JPMorgan Diversified Return Emerging Markets Equity ETF (JPEM) as of Q4 2024, up from 113 in Q3 2024.
  • Funds reported $249M of JPMorgan Diversified Return Emerging Markets Equity ETF stock for Q4 2024, down 1.6% quarter-over-quarter.
  • 23 funds opened new JPMorgan Diversified Return Emerging Markets Equity ETF positions in Q4 2024 and 12 closed out, a net change of +11 holders.
  • The largest JPMorgan Diversified Return Emerging Markets Equity ETF buyer in Q4 2024 was Focus Partners Wealth, an estimated $6.51M added.
  • The largest JPMorgan Diversified Return Emerging Markets Equity ETF seller in Q4 2024 was Bank of America, an estimated $12.6M sold.

Based on aggregated 13F filings for Q4 2024.