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JPMorgan Diversified Return Emerging Markets Equity ETF

107 hedge funds and large institutions have $226M invested in JPMorgan Diversified Return Emerging Markets Equity ETF in 2023 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 41 increasing their positions, 36 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
107
Holders Change
+6
Holders Change %
+5.94%
% of All Funds
1.71%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
19
Increased
41
Reduced
36
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
KWA
51
KCS Wealth Advisory
California
$622K -$580K -11,517 -48%
CW
52
CreativeOne Wealth
Kansas
$605K -$315K -6,254 -34%
RPSA
53
Richard P. Slaughter Associates
Texas
$559K -$25.2K -500 -4%
DWP
54
Daymark Wealth Partners
Ohio
$555K +$555K +11,026 New
CAPTRUST Financial Advisors
55
CAPTRUST Financial Advisors
North Carolina
$545K -$28.6K -568 -5%
BDFN
56
Bond & Devick Financial Network
Minnesota
$529K +$188K +3,728 +55%
FFN
57
Focus Financial Network
Minnesota
$511K +$30.7K +609 +6%
Royal Bank of Canada
58
Royal Bank of Canada
Ontario, Canada
$500K -$4.13K -82 -0.8%
AWM
59
AE Wealth Management
Kansas
$484K -$6.41M -127,240 -93%
TFA
60
Teamwork Financial Advisors
Texas
$484K -$6.39M -126,924 -93%
MWM
61
MorganRosel Wealth Management
Colorado
$471K +$471K +9,355 New
KWM
62
Kingsview Wealth Management
Oregon
$466K +$158K +3,139 +51%
SC
63
Schiavi & Co
Delaware
$451K +$302 +6 +0.1%
NL
64
Navalign LLC
California
$446K +$446K +8,859 New
MML Investors Services
65
MML Investors Services
Massachusetts
$432K +$64.4K +1,279 +18%
UBS Group
66
UBS Group
Switzerland
$425K +$9.82K +195 +2%
SWM
67
SeaCrest Wealth Management
New York
$424K -$5.64K -112 -1%
Cambridge Investment Research Advisors
68
Cambridge Investment Research Advisors
Iowa
$411K -$2.67M -52,981 -87%
LWM
69
Lodestone Wealth Management
Washington
$411K +$3.43K +68 +0.8%
SPC
70
Sigma Planning Corp
Michigan
$401K -$2.77K -55 -0.7%
ASN
71
Advisory Services Network
Georgia
$373K +$35.8K +710 +11%
OSAM
72
O'Shaughnessy Asset Management
Connecticut
$368K -$88.2K -1,752 -19%
TPA
73
Trivium Point Advisory
Connecticut
$368K +$368K +7,432 New
LSA
74
L & S Advisors
California
$350K -$6.8K -135 -2%
CB
75
Cadence Bank
Mississippi
$349K