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JPMorgan Diversified Return Emerging Markets Equity ETF

120 hedge funds and large institutions have $249M invested in JPMorgan Diversified Return Emerging Markets Equity ETF in 2024 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 48 increasing their positions, 38 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 12

26% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 38

6% more funds holding

Funds holding: 113120 (+7)

2% less capital invested

Capital invested by funds: $253M → $249M (-$4M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

38.29% less ownership

Funds ownership: 119.05%80.76% (-38%)

Holders
120
Holders Change
+7
Holders Change %
+6.19%
% of All Funds
1.58%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
23
Increased
48
Reduced
38
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
51
Envestnet Asset Management
Illinois
$1.05M +$47K +866 +4%
TC
52
TownSquare Capital
Utah
$998K -$98.6K -1,817 -9%
SKK
53
Shepherd Kaplan Krochuk
Massachusetts
$945K +$10.5K +193 +1%
AF
54
Allworth Financial
California
$932K -$154K -2,834 -14%
SHJ
55
Sharkey, Howes & Javer
Colorado
$909K +$96.6K +1,780 +11%
ATC
56
Argent Trust Co
Tennessee
$899K
VWA
57
Visionary Wealth Advisors
Illinois
$888K +$51.6K +950 +6%
PWP
58
Precedent Wealth Partners
Texas
$856K -$27.1K -500 -3%
Wealth Enhancement Advisory Services
59
Wealth Enhancement Advisory Services
Minnesota
$773K +$11.9K +220 +1%
BDFN
60
Bond & Devick Financial Network
Minnesota
$751K
WANY
61
Wealthspire Advisors (New York)
New York
$660K -$263K -4,842 -28%
AWM
62
Accel Wealth Management
Iowa
$659K +$33.3K +614 +5%
SC
63
Slow Capital
California
$644K -$60.7K -1,118 -8%
SFM
64
Signet Financial Management
New Jersey
$636K +$58.6K +1,079 +10%
RPSA
65
Richard P. Slaughter Associates
Texas
$621K
UBS Group
66
UBS Group
Switzerland
$615K -$7.49K -138 -1%
5W
67
5T Wealth
California
$552K +$577K +10,634 New
DWP
68
Daymark Wealth Partners
Ohio
$509K -$21.5K -396 -4%
SPC
69
Sigma Planning Corp
Michigan
$508K +$157K +2,891 +42%
KFG
70
Kelly Financial Group
Connecticut
$414K +$433K +7,973 New
MA
71
MONECO Advisors
Connecticut
$409K +$428K +7,877 New
MML Investors Services
72
MML Investors Services
Massachusetts
$407K -$21.5K -396 -5%
BPFA
73
Barnes Pettey Financial Advisors
Mississippi
$404K +$488 +9 +0.1%
CAPTRUST Financial Advisors
74
CAPTRUST Financial Advisors
North Carolina
$404K +$3.64K +67 +0.9%
EC
75
EdgeRock Capital
Colorado
$392K -$73.8K -1,360 -15%

JPEM Hedge Fund Activity: Q4 2024 in Review

120 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Diversified Return Emerging Markets Equity ETF (JPEM) for Q4 2024, worth a combined $249M — down 1.6% from $253M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new JPEM positions and 12 closed out — a net gain of 11 holders — while 48 added to existing stakes and 38 trimmed.

The largest buyer was Focus Partners Wealth, opening a new position worth an estimated $6.51M. The largest seller was Bank of America, cutting an estimated $12.6M.

  • 120 institutional investors held JPMorgan Diversified Return Emerging Markets Equity ETF (JPEM) as of Q4 2024, up from 113 in Q3 2024.
  • Funds reported $249M of JPMorgan Diversified Return Emerging Markets Equity ETF stock for Q4 2024, down 1.6% quarter-over-quarter.
  • 23 funds opened new JPMorgan Diversified Return Emerging Markets Equity ETF positions in Q4 2024 and 12 closed out, a net change of +11 holders.
  • The largest JPMorgan Diversified Return Emerging Markets Equity ETF buyer in Q4 2024 was Focus Partners Wealth, an estimated $6.51M added.
  • The largest JPMorgan Diversified Return Emerging Markets Equity ETF seller in Q4 2024 was Bank of America, an estimated $12.6M sold.

Based on aggregated 13F filings for Q4 2024.