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JPMorgan Diversified Return Emerging Markets Equity ETF

87 hedge funds and large institutions have $205M invested in JPMorgan Diversified Return Emerging Markets Equity ETF in 2023 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 39 increasing their positions, 19 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 9

105% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 19

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

10% more funds holding

Funds holding: 7987 (+8)

1% more capital invested

Capital invested by funds: $203M → $205M (+$2.37M)

14.09% less ownership

Funds ownership: 91.4%77.31% (-14%)

Holders
87
Holders Change
+8
Holders Change %
+10.13%
% of All Funds
1.39%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
21
Increased
39
Reduced
19
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SPC
51
Sigma Planning Corp
Michigan
$414K +$416K +8,191 New
LWM
52
Lodestone Wealth Management
Washington
$413K -$1.63K -32 -0.4%
EC
53
EdgeRock Capital
Colorado
$404K +$31.3K +617 +8%
RPSA
54
Richard P. Slaughter Associates
Texas
$389K +$391K +7,700 New
DAS
55
Dynamic Advisor Solutions
Arizona
$356K -$139K -2,731 -28%
CB
56
Cadence Bank
Mississippi
$349K
BDFN
57
Bond & Devick Financial Network
Minnesota
$342K +$60.3K +1,187 +21%
WWMSC
58
Wagner Wealth Management (South Carolina)
South Carolina
$330K -$36.9K -726 -10%
SHJ
59
Sharkey, Howes & Javer
Colorado
$317K +$318K +6,271 New
RJFSA
60
Raymond James Financial Services Advisors
Florida
$268K +$8.33K +164 +3%
AWM
61
Accel Wealth Management
Iowa
$260K +$262K +5,160 New
MML Investors Services
62
MML Investors Services
Massachusetts
$259K +$4.52K +89 +2%
HighTower Advisors
63
HighTower Advisors
Illinois
$256K -$51.9K -1,023 -17%
RW
64
RVW Wealth
California
$245K
PA
65
PFG Advisors
Arizona
$240K
CCA
66
Cobblestone Capital Advisors
New York
$234K -$235K -4,633 -50%
SFM
67
Signet Financial Management
New Jersey
$223K +$224K +4,411 New
CFGS
68
Concourse Financial Group Securities
Alabama
$176K +$28.2K +555 +19%
SFC
69
SYM Financial Corp
Indiana
$175K -$234K -4,600 -57%
HS
70
Horan Securities
United States
$139K +$51 +1 +0%
HNB
71
Huntington National Bank
Ohio
$126K
RCM
72
Rain Capital Management
Oregon
$125K +$152 +3 +0.1%
GWM
73
Geneos Wealth Management
Colorado
$101K +$102K +2,000 New
PTC
74
Private Trust Company
Ohio
$72.8K +$33.3K +656 +83%
NA
75
NewEdge Advisors
Louisiana
$67.9K +$51 +1 +0.1%

JPEM Hedge Fund Activity: Q1 2023 in Review

87 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Diversified Return Emerging Markets Equity ETF (JPEM) for Q1 2023, worth a combined $205M — up 1.2% from $203M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new JPEM positions and 9 closed out — a net gain of 12 holders — while 39 added to existing stakes and 19 trimmed.

The largest buyer was Teamwork Financial Advisors, opening a new position worth an estimated $7.87M. The largest seller was Jane Street, cutting an estimated $17.3M.

  • 87 institutional investors held JPMorgan Diversified Return Emerging Markets Equity ETF (JPEM) as of Q1 2023, up from 79 in Q4 2022.
  • Funds reported $205M of JPMorgan Diversified Return Emerging Markets Equity ETF stock for Q1 2023, up 1.2% quarter-over-quarter.
  • 21 funds opened new JPMorgan Diversified Return Emerging Markets Equity ETF positions in Q1 2023 and 9 closed out, a net change of +12 holders.
  • The largest JPMorgan Diversified Return Emerging Markets Equity ETF buyer in Q1 2023 was Teamwork Financial Advisors, an estimated $7.87M added.
  • The largest JPMorgan Diversified Return Emerging Markets Equity ETF seller in Q1 2023 was Jane Street, an estimated $17.3M sold.

Based on aggregated 13F filings for Q1 2023.