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JPMorgan Diversified Return Emerging Markets Equity ETF

79 hedge funds and large institutions have $203M invested in JPMorgan Diversified Return Emerging Markets Equity ETF in 2022 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 31 increasing their positions, 17 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

440% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 5

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

98% more capital invested

Capital invested by funds: $103M → $203M (+$100M)

82% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 17

36% more funds holding

Funds holding: 5879 (+21)

14.72% more ownership

Funds ownership: 76.67%91.4% (+15%)

Holders
79
Holders Change
+21
Holders Change %
+36.21%
% of All Funds
1.27%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
27
Increased
31
Reduced
17
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LWM
51
Lodestone Wealth Management
Washington
$405K +$394K +8,215 New
SFC
52
SYM Financial Corp
Indiana
$397K -$423K -8,821 -52%
EC
53
EdgeRock Capital
Colorado
$364K +$354K +7,388 New
WWMSC
54
Wagner Wealth Management (South Carolina)
South Carolina
$358K +$51.8K +1,082 +17%
CB
55
Cadence Bank
Mississippi
$341K -$2.11K -44 -0.6%
HighTower Advisors
56
HighTower Advisors
Illinois
$300K -$66.3K -1,384 -19%
BDFN
57
Bond & Devick Financial Network
Minnesota
$275K +$267K +5,579 New
Truist Financial
58
Truist Financial
North Carolina
$274K -$90.2K -1,883 -25%
FTUS
59
Flow Traders U.S.
New York
$273K -$1.63M -34,089 -86%
TC
60
Trilogy Capital
California
$272K +$264K +5,519 New
RJFSA
61
Raymond James Financial Services Advisors
Florida
$253K -$852K -17,775 -78%
MML Investors Services
62
MML Investors Services
Massachusetts
$248K +$241K +5,034 New
RW
63
RVW Wealth
California
$239K
PA
64
PFG Advisors
Arizona
$234K +$228K +4,756 New
CFGS
65
Concourse Financial Group Securities
Alabama
$145K +$141K +2,933 New
HS
66
Horan Securities
United States
$136K +$240 +5 +0.2%
HNB
67
Huntington National Bank
Ohio
$123K
RCM
68
Rain Capital Management
Oregon
$122K +$767 +16 +0.7%
AA
69
Ancora Advisors
Ohio
$55K
PTC
70
Private Trust Company
Ohio
$39K +$37.7K +787 New
IA
71
IFP Advisors
Florida
$31K
MCC
72
Money Concepts Capital
Florida
$26.3K +$10.2K +212 +66%
FFA
73
Farther Finance Advisors
California
$15.7K +$15.2K +318 New
FAM
74
Family Asset Management
South Carolina
$6.41K +$6.23K +130 New
IRC
75
Investors Research Corp
Georgia
$3.55K

JPEM Hedge Fund Activity: Q4 2022 in Review

79 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Diversified Return Emerging Markets Equity ETF (JPEM) for Q4 2022, worth a combined $203M — up 98% from $103M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new JPEM positions and 5 closed out — a net gain of 22 holders — while 31 added to existing stakes and 17 trimmed.

The largest buyer was Amplius Wealth Advisors, opening a new position worth an estimated $24.5M. The largest seller was Crumly & Associates, exiting entirely with an estimated $4.83M sold.

  • 79 institutional investors held JPMorgan Diversified Return Emerging Markets Equity ETF (JPEM) as of Q4 2022, up from 58 in Q3 2022.
  • Funds reported $203M of JPMorgan Diversified Return Emerging Markets Equity ETF stock for Q4 2022, up 98% quarter-over-quarter.
  • 27 funds opened new JPMorgan Diversified Return Emerging Markets Equity ETF positions in Q4 2022 and 5 closed out, a net change of +22 holders.
  • The largest JPMorgan Diversified Return Emerging Markets Equity ETF buyer in Q4 2022 was Amplius Wealth Advisors, an estimated $24.5M added.
  • The largest JPMorgan Diversified Return Emerging Markets Equity ETF seller in Q4 2022 was Crumly & Associates, an estimated $4.83M sold.

Based on aggregated 13F filings for Q4 2022.