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JPMorgan Diversified Return Emerging Markets Equity ETF
JPEM

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: 3 → 3 (0)

6% less funds holding

Funds holding: 120 → 113 (-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
–

Top Buyers

Rank Fund Capital Flow
1
IAIM
International Assets Investment Management
Florida
+$146M
2
SBH
Segall Bryant & Hamill
Illinois
+$9.19M
3
Bank of America
Bank of America
North Carolina
+$4.28M
4
OMC
Old Mission Capital
Illinois
+$2.41M
5
APP
Avantax Planning Partners
Iowa
+$2.18M

Top Sellers

Rank Fund Capital Flow
1
SFC
Strategic Financial Concepts
Texas
-$26.6M
2
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$6.91M
3
Jane Street
Jane Street
New York
-$2.21M
4
EAM
Empirical Asset Management
Massachusetts
-$1.04M
5
Corient Private Wealth
Corient Private Wealth
Florida
-$964K
Name Holding Trade Value Shares
Change 		Change in
Stake
Cambridge Investment Research Advisors
76
Cambridge Investment Research Advisors
Iowa
$376K -$171K -3,115 -32%
LWM
77
Lodestone Wealth Management
Washington
$355K -$28.8K -526 -8%
LSA
78
L & S Advisors
California
$348K +$5.36K +98 +2%
MWA
79
MN Wealth Advisors
Kansas
$334K -$4.65K -85 -1%
ASN
80
Advisory Services Network
Georgia
$285K – – –
CB
81
Cadence Bank
Mississippi
$281K – – –
Stifel Financial
82
Stifel Financial
Missouri
$262K +$35.6K +651 +16%
FTS
83
Fifth Third Securities
Ohio
$258K -$184K -3,362 -42%
WCFA
84
Walkner Condon Financial Advisors
Wisconsin
$247K +$8.7K +159 +4%
Truist Financial
85
Truist Financial
North Carolina
$234K – – –
RW
86
RVW Wealth
California
$215K – – –
SFC
87
SYM Financial Corp
Indiana
$163K – – –
HNB
88
Huntington National Bank
Ohio
$141K – – –
PNC Financial Services Group
89
PNC Financial Services Group
Pennsylvania
$133K – – –
WI
90
Wintrust Investments
Illinois
$100K -$736K -13,454 -88%
GWSG
91
GPS Wealth Strategies Group
Colorado
$99.6K -$11.4K -209 -11%
FGC
92
Financial Gravity Companies
Texas
$98K +$94.7K +1,730 New
KFI
93
Key Financial Inc
Pennsylvania
$87.2K – – –
CA
94
Continuum Advisory
Idaho
$84.7K +$10.6K +193 +14%
WTC
95
WhitTier Trust Company
Nevada
$68.7K -$55 -1 -0.1%
FFA
96
Farther Finance Advisors
California
$67K +$58.1K +1,061 +863%
OSAM
97
O'Shaughnessy Asset Management
Connecticut
$66.6K – – –
NA
98
NewEdge Advisors
Louisiana
$65.8K +$821 +15 +1%
AA
99
Ancora Advisors
Ohio
$63.5K – – –
AF
100
Advisornet Financial
Minnesota
$59.2K – – –
1 2 3
4
5

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.