JPMorgan Diversified Return Emerging Markets Equity ETF
JPEM
50 hedge funds and large institutions have $97M invested in JPMorgan Diversified Return Emerging Markets Equity ETF in 2022 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 23 increasing their positions, 18 reducing their positions, and 12 closing their positions.
28% more repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 18
3.17% more ownership
Funds ownership: 60.14% → 63.31% (+3.2%)
7% less capital invested
Capital invested by funds: $104M → $97M (-$6.85M)
15% less funds holding
Funds holding: 59 → 50 (-9)
75% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 12
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CA
Crumly & Associates
Springfield,
Illinois
|
+$5.83M |
| 2 |
CPO
Cerity Partners OCIO
New York
|
+$5.04M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$3.81M |
| 4 |
WGCA
Wolf Group Capital Advisors
Fairfax,
Virginia
|
+$2.1M |
| 5 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$1.77M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$6.91M |
| 2 |
FTUS
Flow Traders U.S.
New York
|
-$2.99M |
| 3 |
BPA
Beacon Pointe Advisors
Newport Beach,
California
|
-$1.86M |
| 4 |
BWM
BlackDiamond Wealth Management
New York
|
-$1.49M |
| 5 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$639K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BWM
51
BlackDiamond Wealth Management
New York
| – | -$1.49M | -26,755 | Closed |
|
|
OMC
52
Old Mission Capital
Chicago,
Illinois
| – | -$639K | -11,463 | Closed |
|
|
IA
53
Integrity Advisory
Overland Park,
Kansas
| – | -$334K | -5,993 | Closed |
|
|
E
54
ETFidea
Syracuse,
New York
| – | -$310K | -5,561 | Closed |
|
55
MML Investors Services
Springfield,
Massachusetts
| – | -$225K | -4,031 | Closed |
|
56
Citadel Advisors
Miami,
Florida
| – | -$200K | -3,593 | Closed |
|
|
BFC
57
Bedel Financial Consulting
Indianapolis,
Indiana
| – | -$70K | -1,254 | Closed |
|
|
FAG
58
Fortitude Advisory Group
Gig Harbor,
Washington
| – | -$49K | -875 | Closed |
|
|
MCC
59
Money Concepts Capital
Palm Beach Gardens,
Florida
| – | -$11K | -200 | Closed |
|
|
T
60
TCWP
Beachwood,
Ohio
| – | -$2K | -53 | Closed |
|
|
SWM
61
Spire Wealth Management
Mclean,
Virginia
| – | -$3K | -49 | Closed |
|
62
Fidelity Investments
Boston,
Massachusetts
| – | +$53 | +1 | New |
|
JPEM Hedge Fund Activity: Q2 2022 in Review
50 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Diversified Return Emerging Markets Equity ETF (JPEM) for Q2 2022, worth a combined $97M — down 6.6% from $104M a quarter earlier.
Sellers outnumbered buyers: 12 funds closed out of JPEM and 3 opened new positions — a net loss of 9 holders — while 18 trimmed existing stakes and 23 added.
The largest buyer was Crumly & Associates, opening a new position worth an estimated $5.83M. The largest seller was Jane Street, cutting an estimated $6.91M.
- 50 institutional investors held JPMorgan Diversified Return Emerging Markets Equity ETF (JPEM) as of Q2 2022, down from 59 in Q1 2022.
- Funds reported $97M of JPMorgan Diversified Return Emerging Markets Equity ETF stock for Q2 2022, down 6.6% quarter-over-quarter.
- 3 funds opened new JPMorgan Diversified Return Emerging Markets Equity ETF positions in Q2 2022 and 12 closed out, a net change of -9 holders.
- The largest JPMorgan Diversified Return Emerging Markets Equity ETF buyer in Q2 2022 was Crumly & Associates, an estimated $5.83M added.
- The largest JPMorgan Diversified Return Emerging Markets Equity ETF seller in Q2 2022 was Jane Street, an estimated $6.91M sold.
Based on aggregated 13F filings for Q2 2022.