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JPMorgan Diversified Return Emerging Markets Equity ETF

72 hedge funds and large institutions have $245M invested in JPMorgan Diversified Return Emerging Markets Equity ETF in 2019 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 28 increasing their positions, 24 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 7

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

17% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 24

4% more funds holding

Funds holding: 6972 (+3)

2% more capital invested

Capital invested by funds: $239M → $245M (+$5.73M)

3.85% less ownership

Funds ownership: 69.91%66.06% (-3.8%)

Holders
72
Holders Change
+3
Holders Change %
+4.35%
% of All Funds
1.42%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.1%
New
13
Increased
28
Reduced
24
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AG
51
Advisor Group
Arizona
$353K -$33K -605 -9%
HL
52
HeadInvest LLC
Maine
$302K
LWAC
53
Laurel Wealth Advisors (California)
California
$291K +$278K +5,104 New
FTUS
54
Flow Traders U.S.
New York
$277K -$1.04M -19,017 -80%
TFA
55
Tobias Financial Advisors
Florida
$274K +$262K +4,812 New
CBFP
56
Cedar Brook Financial Partners
Ohio
$251K +$240K +4,402 New
Wells Fargo
57
Wells Fargo
California
$186K +$17.8K +327 +11%
SFC
58
SYM Financial Corp
Indiana
$138K +$19.5K +358 +17%
SFSIG
59
San Francisco Sentry Investment Group
California
$78K -$10.9K -200 -13%
JP Morgan Chase
60
JP Morgan Chase
New York
$73K -$560K -10,262 -89%
SQA
61
Simon Quick Advisors
New Jersey
$49K +$46.6K +855 New
VCP
62
Verus Capital Partners
Arizona
$44K +$41.8K +767 New
AIC
63
Ameritas Investment Company
Nebraska
$36K +$2.07K +38 +6%
FHA
64
Flagship Harbor Advisors
Massachusetts
$31K
LFG
65
LifePlan Financial Group
Ohio
$18K
ASN
66
Advisory Services Network
Georgia
$15K -$1.25K -23 -8%
IA
67
IFP Advisors
Florida
$11K -$19K -349 -64%
OPS
68
Orion Portfolio Solutions
Nebraska
$8K +$8.07K +148 New
SF
69
Synovus Financial
Georgia
$7K +$55 +1 +0.8%
Carson Wealth (CWM LLC)
70
Carson Wealth (CWM LLC)
Nebraska
$5K
IRC
71
Investors Research Corp
Georgia
$4K
Jane Street
72
Jane Street
New York
-$3.82M -72,888 Closed
AFM
73
Andesa Financial Management
Pennsylvania
-$252K -4,826 Closed
NCM
74
Next Capital Management
New York
-$88K -1,685 Closed
SWP
75
Strategic Wealth Partners
Ohio
-$26 -500 Closed

JPEM Hedge Fund Activity: Q4 2019 in Review

72 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Diversified Return Emerging Markets Equity ETF (JPEM) for Q4 2019, worth a combined $245M — up 2.4% from $239M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new JPEM positions and 7 closed out — a net gain of 6 holders — while 28 added to existing stakes and 24 trimmed.

The largest buyer was AssetMark Inc, adding an estimated $5.16M. The largest seller was GeoWealth Management, cutting an estimated $8.43M.

  • 72 institutional investors held JPMorgan Diversified Return Emerging Markets Equity ETF (JPEM) as of Q4 2019, up from 69 in Q3 2019.
  • Funds reported $245M of JPMorgan Diversified Return Emerging Markets Equity ETF stock for Q4 2019, up 2.4% quarter-over-quarter.
  • 13 funds opened new JPMorgan Diversified Return Emerging Markets Equity ETF positions in Q4 2019 and 7 closed out, a net change of +6 holders.
  • The largest JPMorgan Diversified Return Emerging Markets Equity ETF buyer in Q4 2019 was AssetMark Inc, an estimated $5.16M added.
  • The largest JPMorgan Diversified Return Emerging Markets Equity ETF seller in Q4 2019 was GeoWealth Management, an estimated $8.43M sold.

Based on aggregated 13F filings for Q4 2019.