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JPMorgan Diversified Return Emerging Markets Equity ETF

113 hedge funds and large institutions have $253M invested in JPMorgan Diversified Return Emerging Markets Equity ETF in 2024 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 50 increasing their positions, 38 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

39.51% more ownership

Funds ownership: 79.54%119.05% (+40%)

32% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 38

8% more capital invested

Capital invested by funds: $233M → $253M (+$19.4M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

6% less funds holding

Funds holding: 120113 (-7)

50% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 10

Holders
113
Holders Change
-7
Holders Change %
-5.83%
% of All Funds
1.62%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
5
Increased
50
Reduced
38
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RJFSA
51
Raymond James Financial Services Advisors
Florida
$987K +$71.1K +1,299 +8%
ATC
52
Argent Trust Co
Tennessee
$982K
PWP
53
Precedent Wealth Partners
Texas
$963K -$21K -384 -2%
VWA
54
Visionary Wealth Advisors
Illinois
$916K +$93.2K +1,702 +12%
SHJ
55
Sharkey, Howes & Javer
Colorado
$892K -$390K -7,134 -31%
Susquehanna International Group
56
Susquehanna International Group
Pennsylvania
$879K +$850K +15,529 New
Wealth Enhancement Advisory Services
57
Wealth Enhancement Advisory Services
Minnesota
$831K +$389K +7,106 +94%
SC
58
Slow Capital
California
$766K -$10.7K -196 -1%
BDFN
59
Bond & Devick Financial Network
Minnesota
$751K
AWM
60
Accel Wealth Management
Iowa
$684K -$201K -3,668 -23%
UBS Group
61
UBS Group
Switzerland
$679K +$47.6K +869 +8%
RPSA
62
Richard P. Slaughter Associates
Texas
$678K
SFM
63
Signet Financial Management
New Jersey
$633K -$77.9K -1,423 -11%
DWP
64
Daymark Wealth Partners
Ohio
$577K -$13.4K -245 -2%
CW
65
CreativeOne Wealth
Kansas
$563K +$9.36K +171 +2%
SFC
66
Strategic Financial Concepts
Texas
$512K -$26.6M -486,603 -98%
EC
67
EdgeRock Capital
Colorado
$505K -$1.48K -27 -0.3%
MML Investors Services
68
MML Investors Services
Massachusetts
$466K +$16.7K +306 +4%
BPFA
69
Barnes Pettey Financial Advisors
Mississippi
$441K +$141K +2,570 +49%
CAPTRUST Financial Advisors
70
CAPTRUST Financial Advisors
North Carolina
$437K +$7.33K +134 +2%
Citadel Advisors
71
Citadel Advisors
Florida
$432K +$418K +7,629 New
RJT
72
Raymond James Trust
Florida
$421K -$238K -4,348 -37%
SPC
73
Sigma Planning Corp
Michigan
$391K -$79.5K -1,452 -17%
TPA
74
Trivium Point Advisory
Connecticut
$383K -$630K -11,508 -62%
ACM
75
Advisors Capital Management
New Jersey
$378K +$105K +1,925 +41%

JPEM Hedge Fund Activity: Q3 2024 in Review

113 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Diversified Return Emerging Markets Equity ETF (JPEM) for Q3 2024, worth a combined $253M — up 8.3% from $233M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of JPEM and 5 opened new positions — a net loss of 5 holders — while 38 trimmed existing stakes and 50 added.

The largest buyer was International Assets Investment Management, adding an estimated $146M. The largest seller was Strategic Financial Concepts, cutting an estimated $26.6M.

  • 113 institutional investors held JPMorgan Diversified Return Emerging Markets Equity ETF (JPEM) as of Q3 2024, down from 120 in Q2 2024.
  • Funds reported $253M of JPMorgan Diversified Return Emerging Markets Equity ETF stock for Q3 2024, up 8.3% quarter-over-quarter.
  • 5 funds opened new JPMorgan Diversified Return Emerging Markets Equity ETF positions in Q3 2024 and 10 closed out, a net change of -5 holders.
  • The largest JPMorgan Diversified Return Emerging Markets Equity ETF buyer in Q3 2024 was International Assets Investment Management, an estimated $146M added.
  • The largest JPMorgan Diversified Return Emerging Markets Equity ETF seller in Q3 2024 was Strategic Financial Concepts, an estimated $26.6M sold.

Based on aggregated 13F filings for Q3 2024.