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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
CW
76
CreativeOne Wealth
Kansas
$358K -$164K -3,025 -30%
TPA
77
Trivium Point Advisory
Connecticut
$348K -$24K -443 -6%
LSA
78
L & S Advisors
California
$338K +$20.2K +373 +6%
Susquehanna International Group
79
Susquehanna International Group
Pennsylvania
$328K -$500K -9,211 -59%
BOC
80
Blue Oak Capital
California
$325K +$340K +6,267 New
LWM
81
Lodestone Wealth Management
Washington
$310K -$16.1K -297 -5%
MWA
82
MN Wealth Advisors
Kansas
$277K -$30.6K -563 -10%
PW
83
Potentia Wealth
California
$268K +$280K +5,156 New
EH
84
Equitable Holdings
New York
$262K +$275K +5,059 New
Cambridge Investment Research Advisors
85
Cambridge Investment Research Advisors
Iowa
$261K -$87.4K -1,611 -24%
PWM
86
Perigon Wealth Management
California
$260K +$274K +5,051 New
CB
87
Cadence Bank
Mississippi
$247K -$10.5K -194 -4%
WCFA
88
Walkner Condon Financial Advisors
Wisconsin
$242K +$16.3K +301 +7%
ACM
89
Advisors Capital Management
New Jersey
$221K -$132K -2,425 -36%
Truist Financial
90
Truist Financial
North Carolina
$214K -$1.08K -20 -0.5%
VA
91
Vident Advisory
Georgia
$207K +$217K +3,991 New
HNB
92
Huntington National Bank
Ohio
$129K
PNC Financial Services Group
93
PNC Financial Services Group
Pennsylvania
$122K
SFC
94
SYM Financial Corp
Indiana
$122K -$29K -534 -19%
GWSG
95
GPS Wealth Strategies Group
Colorado
$98.6K +$7.71K +142 +8%
FGC
96
Financial Gravity Companies
Texas
$89.4K -$380 -7 -0.4%
CA
97
Continuum Advisory
Idaho
$84K +$1.52K +28 +2%
KFI
98
Key Financial Inc
Pennsylvania
$79.8K
WI
99
Wintrust Investments
Illinois
$77K -$15.3K -282 -16%
WTC
100
WhitTier Trust Company
Nevada
$62.9K -$54 -1 -0.1%

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.