JPMorgan Diversified Return Emerging Markets Equity ETF
JPEM
79 hedge funds and large institutions have $203M invested in JPMorgan Diversified Return Emerging Markets Equity ETF in 2022 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 31 increasing their positions, 17 reducing their positions, and 5 closing their positions.
440% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 5
200% more funds holding in top 10
Funds holding in top 10: 1 → 3 (+2)
98% more capital invested
Capital invested by funds: $103M → $203M (+$100M)
82% more repeat investments, than reductions
Existing positions increased: 31 | Existing positions reduced: 17
36% more funds holding
Funds holding: 58 → 79 (+21)
14.72% more ownership
Funds ownership: 76.67% → 91.4% (+15%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWA
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
|
+$24.5M |
| 2 |
Jane Street
New York
|
+$17.5M |
| 3 |
SA
SAM Advisors
Oakhurst,
California
|
+$8.31M |
| 4 |
KW
KWB Wealth
Redlands,
California
|
+$4.08M |
| 5 |
FPGK
Financial Partners Group (Kansas)
Overland Park,
Kansas
|
+$3.65M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CA
Crumly & Associates
Springfield,
Illinois
|
-$4.83M |
| 2 |
FTUS
Flow Traders U.S.
New York
|
-$1.63M |
| 3 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$1.28M |
| 4 |
Morgan Stanley
New York
|
-$993K |
| 5 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$953K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SWM
76
Sanctuary Wealth Management
Pocatello,
Idaho
| $2.46K | +$2.4K | +50 | New |
|
|
BWM
77
Baystate Wealth Management
Boston,
Massachusetts
| $2K | +$48 | +1 | +3% |
|
|
SWM
78
Spire Wealth Management
Mclean,
Virginia
| $2K | +$2.4K | +50 | New |
|
|
DI
79
Disciplined Investments
Tulsa,
Oklahoma
| $1.76K | +$48 | +1 | +3% |
|
|
NA
80
NewEdge Advisors
New Orleans,
Louisiana
| $66 | +$64.3K | +1,343 | New |
|
|
CA
81
Crumly & Associates
Springfield,
Illinois
| – | -$4.83M | -108,312 | Closed |
|
|
OMC
82
Old Mission Capital
Chicago,
Illinois
| – | -$953K | -21,367 | Closed |
|
83
Citadel Advisors
Miami,
Florida
| – | -$530K | -11,880 | Closed |
|
|
SFM
84
Signet Financial Management
Parsippany,
New Jersey
| – | -$208K | -4,663 | Closed |
|
|
JWBC
85
John W. Brooker & Co
Oakland,
California
| – | -$4K | -95 | Closed |
|
JPEM Hedge Fund Activity: Q4 2022 in Review
79 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Diversified Return Emerging Markets Equity ETF (JPEM) for Q4 2022, worth a combined $203M — up 98% from $103M a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new JPEM positions and 5 closed out — a net gain of 22 holders — while 31 added to existing stakes and 17 trimmed.
The largest buyer was Amplius Wealth Advisors, opening a new position worth an estimated $24.5M. The largest seller was Crumly & Associates, exiting entirely with an estimated $4.83M sold.
- 79 institutional investors held JPMorgan Diversified Return Emerging Markets Equity ETF (JPEM) as of Q4 2022, up from 58 in Q3 2022.
- Funds reported $203M of JPMorgan Diversified Return Emerging Markets Equity ETF stock for Q4 2022, up 98% quarter-over-quarter.
- 27 funds opened new JPMorgan Diversified Return Emerging Markets Equity ETF positions in Q4 2022 and 5 closed out, a net change of +22 holders.
- The largest JPMorgan Diversified Return Emerging Markets Equity ETF buyer in Q4 2022 was Amplius Wealth Advisors, an estimated $24.5M added.
- The largest JPMorgan Diversified Return Emerging Markets Equity ETF seller in Q4 2022 was Crumly & Associates, an estimated $4.83M sold.
Based on aggregated 13F filings for Q4 2022.