JPMorgan Diversified Return Emerging Markets Equity ETF
JPEM
72 hedge funds and large institutions have $245M invested in JPMorgan Diversified Return Emerging Markets Equity ETF in 2019 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 28 increasing their positions, 24 reducing their positions, and 7 closing their positions.
86% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 7
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
17% more repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 24
4% more funds holding
Funds holding: 69 → 72 (+3)
2% more capital invested
Capital invested by funds: $239M → $245M (+$5.73M)
3.85% less ownership
Funds ownership: 69.91% → 66.06% (-3.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AssetMark Inc
Concord,
California
|
+$5.16M |
| 2 |
SRSA
S.R. Schill & Associates
Mercer Island,
Washington
|
+$3.43M |
| 3 |
PFG
Pacific Financial Group
Bellevue,
Washington
|
+$2.66M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$2.03M |
| 5 |
AMM
American Money Management
Rancho Santa Fe,
California
|
+$1.57M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GM
GeoWealth Management
Chicago,
Illinois
|
-$8.43M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$7.04M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$4.97M |
| 4 |
Jane Street
New York
|
-$3.82M |
| 5 |
MIAN
Mariner Independent Advisor Network
Overland Park,
Kansas
|
-$2.91M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FAAS
76
First Allied Advisory Services
San Diego,
California
| – | -$25K | -472 | Closed |
|
|
PA
77
Parallel Advisors
San Francisco,
California
| – | -$5K | -102 | Closed |
|
78
Fidelity Investments
Boston,
Massachusetts
| – | -$2K | -31 | Closed |
|
JPEM Hedge Fund Activity: Q4 2019 in Review
72 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Diversified Return Emerging Markets Equity ETF (JPEM) for Q4 2019, worth a combined $245M — up 2.4% from $239M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new JPEM positions and 7 closed out — a net gain of 6 holders — while 28 added to existing stakes and 24 trimmed.
The largest buyer was AssetMark Inc, adding an estimated $5.16M. The largest seller was GeoWealth Management, cutting an estimated $8.43M.
- 72 institutional investors held JPMorgan Diversified Return Emerging Markets Equity ETF (JPEM) as of Q4 2019, up from 69 in Q3 2019.
- Funds reported $245M of JPMorgan Diversified Return Emerging Markets Equity ETF stock for Q4 2019, up 2.4% quarter-over-quarter.
- 13 funds opened new JPMorgan Diversified Return Emerging Markets Equity ETF positions in Q4 2019 and 7 closed out, a net change of +6 holders.
- The largest JPMorgan Diversified Return Emerging Markets Equity ETF buyer in Q4 2019 was AssetMark Inc, an estimated $5.16M added.
- The largest JPMorgan Diversified Return Emerging Markets Equity ETF seller in Q4 2019 was GeoWealth Management, an estimated $8.43M sold.
Based on aggregated 13F filings for Q4 2019.