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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
Wealth Enhancement Advisory Services
76
Wealth Enhancement Advisory Services
Minnesota
$350K +$346K +6,543 New
Goldman Sachs
77
Goldman Sachs
New York
$345K +$342K +6,460 New
MWA
78
MN Wealth Advisors
Kansas
$341K +$8.46K +160 +3%
Mariner
79
Mariner
Kansas
$325K -$79.6K -1,505 -20%
LSA
80
L & S Advisors
California
$319K +$7.51K +142 +2%
RA
81
RFG Advisory
Alabama
$312K +$309K +5,847 New
DAS
82
Dynamic Advisor Solutions
Arizona
$306K -$31.1K -588 -9%
GAA
83
Global Assets Advisory
Florida
$285K +$807K +15,263 New
Jones Financial Companies
84
Jones Financial Companies
Missouri
$280K +$265K +5,012 +2,228%
ASN
85
Advisory Services Network
Georgia
$278K -$112K -2,116 -29%
Citadel Advisors
86
Citadel Advisors
Florida
$272K -$2.58M -48,835 -91%
NL
87
NWAM LLC
Washington
$246K +$235K +4,436 New
TFA
88
Teamwork Financial Advisors
Texas
$243K -$32.8K -620 -12%
ACM
89
Advisors Capital Management
New Jersey
$242K -$44.5K -842 -16%
WCFA
90
Walkner Condon Financial Advisors
Wisconsin
$210K -$97.5K -1,843 -32%
FTUS
91
Flow Traders U.S.
New York
$203K +$201K +3,806 New
RW
92
RVW Wealth
California
$202K -$3.33K -63 -2%
SFC
93
SYM Financial Corp
Indiana
$154K -$4.07K -77 -3%
CFGS
94
Concourse Financial Group Securities
Alabama
$151K +$34K +643 +30%
HNB
95
Huntington National Bank
Ohio
$133K
GWSG
96
GPS Wealth Strategies Group
Colorado
$105K -$7.25K -137 -7%
OSAM
97
O'Shaughnessy Asset Management
Connecticut
$86.7K -$197K -3,729 -70%
RCM
98
Rain Capital Management
Oregon
$84.3K -$35.1K -664 -30%
WTC
99
WhitTier Trust Company
Nevada
$64.9K +$64.2K +1,214 New
NA
100
NewEdge Advisors
Louisiana
$60.5K +$53 +1 +0.1%

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.