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JPMorgan Diversified Return Emerging Markets Equity ETF

114 hedge funds and large institutions have $238M invested in JPMorgan Diversified Return Emerging Markets Equity ETF in 2024 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 46 increasing their positions, 43 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 10

3% more funds holding

Funds holding: 111114 (+3)

7% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 43

3% more capital invested

Capital invested by funds: $231M → $238M (+$6.19M)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

2.25% less ownership

Funds ownership: 78.98%76.74% (-2.2%)

Holders
114
Holders Change
+3
Holders Change %
+2.7%
% of All Funds
1.64%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
15
Increased
46
Reduced
43
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
51
Envestnet Asset Management
Illinois
$897K +$133K +2,520 +18%
RJFSA
52
Raymond James Financial Services Advisors
Florida
$896K +$40.5K +765 +5%
AWM
53
Accel Wealth Management
Iowa
$815K -$69.9K -1,322 -8%
DWP
54
Daymark Wealth Partners
Ohio
$755K +$328K +6,195 +78%
SC
55
Slow Capital
California
$753K -$373K -7,051 -33%
SFM
56
Signet Financial Management
New Jersey
$748K +$323K +6,107 +77%
BDFN
57
Bond & Devick Financial Network
Minnesota
$709K
BWM
58
BKM Wealth Management
Wisconsin
$701K +$14.3K +270 +2%
SHJ
59
Sharkey, Howes & Javer
Colorado
$675K -$293K -5,546 -31%
RPSA
60
Richard P. Slaughter Associates
Texas
$640K
TC
61
Trilogy Capital
California
$633K -$321K -6,077 -34%
UBS Group
62
UBS Group
Switzerland
$598K +$46.8K +885 +9%
SP
63
Sequent Planning
Nebraska
$592K +$586K +11,076 New
TPA
64
Trivium Point Advisory
Connecticut
$560K +$93.5K +1,768 +20%
CW
65
CreativeOne Wealth
Kansas
$540K -$41.3K -781 -7%
Cambridge Investment Research Advisors
66
Cambridge Investment Research Advisors
Iowa
$490K +$25.3K +478 +5%
TA
67
Tactive Advisors
Florida
$484K +$479K +9,057 New
SPC
68
Sigma Planning Corp
Michigan
$447K +$442K +8,360 New
MML Investors Services
69
MML Investors Services
Massachusetts
$436K -$22.4K -423 -5%
EC
70
EdgeRock Capital
Colorado
$422K -$53 -1 -0%
CAPTRUST Financial Advisors
71
CAPTRUST Financial Advisors
North Carolina
$409K -$1.96K -37 -0.5%
RJT
72
Raymond James Trust
Florida
$388K +$43.6K +824 +13%
LWM
73
Lodestone Wealth Management
Washington
$384K -$48.4K -916 -11%
LNC
74
Lincoln National Corp
Pennsylvania
$362K +$25.2K +477 +8%
CB
75
Cadence Bank
Mississippi
$355K -$14.9K -282 -4%

JPEM Hedge Fund Activity: Q1 2024 in Review

114 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Diversified Return Emerging Markets Equity ETF (JPEM) for Q1 2024, worth a combined $238M — up 2.7% from $231M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new JPEM positions and 10 closed out — a net gain of 5 holders — while 46 added to existing stakes and 43 trimmed.

The largest buyer was Focus Partners Wealth, opening a new position worth an estimated $6.72M. The largest seller was Morgan Stanley, cutting an estimated $8.65M.

  • 114 institutional investors held JPMorgan Diversified Return Emerging Markets Equity ETF (JPEM) as of Q1 2024, up from 111 in Q4 2023.
  • Funds reported $238M of JPMorgan Diversified Return Emerging Markets Equity ETF stock for Q1 2024, up 2.7% quarter-over-quarter.
  • 15 funds opened new JPMorgan Diversified Return Emerging Markets Equity ETF positions in Q1 2024 and 10 closed out, a net change of +5 holders.
  • The largest JPMorgan Diversified Return Emerging Markets Equity ETF buyer in Q1 2024 was Focus Partners Wealth, an estimated $6.72M added.
  • The largest JPMorgan Diversified Return Emerging Markets Equity ETF seller in Q1 2024 was Morgan Stanley, an estimated $8.65M sold.

Based on aggregated 13F filings for Q1 2024.