JPMorgan Diversified Return Emerging Markets Equity ETF
JPEM
58 hedge funds and large institutions have $103M invested in JPMorgan Diversified Return Emerging Markets Equity ETF in 2022 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 24 increasing their positions, 17 reducing their positions, and 3 closing their positions.
300% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 3
41% more repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 17
16% more funds holding
Funds holding: 50 → 58 (+8)
13.36% more ownership
Funds ownership: 63.31% → 76.67% (+13%)
6% more capital invested
Capital invested by funds: $97M → $103M (+$5.57M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$7.43M |
| 2 |
Citigroup
New York
|
+$1.42M |
| 3 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$1.35M |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$1.12M |
| 5 |
Morgan Stanley
New York
|
+$1.08M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CPO
Cerity Partners OCIO
New York
|
-$1.1M |
| 2 |
LWAC
Laurel Wealth Advisors (California)
Solana Beach,
California
|
-$740K |
| 3 |
AF
Allworth Financial
Folsom,
California
|
-$686K |
| 4 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
-$355K |
| 5 |
CBN
Cadence Bank NA
Houston,
Texas
|
-$344K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AA
51
Ancora Advisors
Cleveland,
Ohio
| $50K | +$17.1K | +350 | +45% |
|
52
Wells Fargo
San Francisco,
California
| $33K | -$27.8K | -571 | -44% |
|
|
IA
53
IFP Advisors
Tampa,
Florida
| $31K | – | – | – |
|
|
MCC
54
Money Concepts Capital
Palm Beach Gardens,
Florida
| $14K | +$15.7K | +322 | New |
|
|
JWBC
55
John W. Brooker & Co
Oakland,
California
| $4K | +$97 | +2 | +2% |
|
|
IRC
56
Investors Research Corp
Atlanta,
Georgia
| $3K | – | – | – |
|
|
BWM
57
Baystate Wealth Management
Boston,
Massachusetts
| $2K | – | – | – |
|
|
DI
58
Disciplined Investments
Tulsa,
Oklahoma
| $2K | – | – | – |
|
|
CBN
59
Cadence Bank NA
Houston,
Texas
| – | -$344K | -6,963 | Closed |
|
|
PFGIA
60
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| – | -$19K | -378 | Closed |
|
JPEM Hedge Fund Activity: Q3 2022 in Review
58 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Diversified Return Emerging Markets Equity ETF (JPEM) for Q3 2022, worth a combined $103M — up 5.7% from $97M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new JPEM positions and 3 closed out — a net gain of 9 holders — while 24 added to existing stakes and 17 trimmed.
The largest buyer was Jane Street, adding an estimated $7.43M. The largest seller was Cerity Partners OCIO, cutting an estimated $1.1M.
- 58 institutional investors held JPMorgan Diversified Return Emerging Markets Equity ETF (JPEM) as of Q3 2022, up from 50 in Q2 2022.
- Funds reported $103M of JPMorgan Diversified Return Emerging Markets Equity ETF stock for Q3 2022, up 5.7% quarter-over-quarter.
- 12 funds opened new JPMorgan Diversified Return Emerging Markets Equity ETF positions in Q3 2022 and 3 closed out, a net change of +9 holders.
- The largest JPMorgan Diversified Return Emerging Markets Equity ETF buyer in Q3 2022 was Jane Street, an estimated $7.43M added.
- The largest JPMorgan Diversified Return Emerging Markets Equity ETF seller in Q3 2022 was Cerity Partners OCIO, an estimated $1.1M sold.
Based on aggregated 13F filings for Q3 2022.