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JPMorgan Diversified Return Emerging Markets Equity ETF

110 hedge funds and large institutions have $231M invested in JPMorgan Diversified Return Emerging Markets Equity ETF in 2023 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 37 increasing their positions, 46 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
110
Holders Change
+3
Holders Change %
+2.8%
% of All Funds
1.61%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
16
Increased
37
Reduced
46
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RJFSA
51
Raymond James Financial Services Advisors
Florida
$837K -$88K -1,683 -10%
KWM
52
Kingsview Wealth Management
Oregon
$776K +$292K +5,582 +60%
Envestnet Asset Management
53
Envestnet Asset Management
Illinois
$746K +$21.6K +414 +3%
BDFN
54
Bond & Devick Financial Network
Minnesota
$694K +$145K +2,770 +26%
BWM
55
BKM Wealth Management
Wisconsin
$672K +$672K +12,846 New
RPSA
56
Richard P. Slaughter Associates
Texas
$626K +$45.4K +869 +8%
CW
57
CreativeOne Wealth
Kansas
$569K -$59.4K -1,135 -9%
AWA
58
Arete Wealth Advisors
Illinois
$544K +$544K +10,403 New
UBS Group
59
UBS Group
Switzerland
$539K +$97.2K +1,859 +22%
Royal Bank of Canada
60
Royal Bank of Canada
Ontario, Canada
$534K +$15.3K +293 +3%
TPA
61
Trivium Point Advisory
Connecticut
$455K +$66.8K +1,278 +17%
Cambridge Investment Research Advisors
62
Cambridge Investment Research Advisors
Iowa
$454K +$27.9K +534 +7%
MML Investors Services
63
MML Investors Services
Massachusetts
$449K +$262 +5 +0.1%
LWM
64
Lodestone Wealth Management
Washington
$424K -$3.09K -59 -0.7%
DWP
65
Daymark Wealth Partners
Ohio
$414K -$162K -3,100 -28%
SFM
66
Signet Financial Management
New Jersey
$413K +$179K +3,424 +77%
EC
67
EdgeRock Capital
Colorado
$411K +$411K +7,899 New
CAPTRUST Financial Advisors
68
CAPTRUST Financial Advisors
North Carolina
$402K -$164K -3,139 -29%
Mariner
69
Mariner
Kansas
$397K +$397K +7,583 New
ASN
70
Advisory Services Network
Georgia
$383K -$3.87K -74 -1%
CB
71
Cadence Bank
Mississippi
$362K
RJT
72
Raymond James Trust
Florida
$336K
LNC
73
Lincoln National Corp
Pennsylvania
$329K +$23.5K +450 +8%
DAS
74
Dynamic Advisor Solutions
Arizona
$329K -$10.9K -209 -3%
MWA
75
MN Wealth Advisors
Kansas
$325K +$325K +6,219 New