JPMorgan Diversified Return Emerging Markets Equity ETF
JPEM
101 hedge funds and large institutions have $232M invested in JPMorgan Diversified Return Emerging Markets Equity ETF in 2023 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 36 increasing their positions, 32 reducing their positions, and 6 closing their positions.
233% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 6
16% more funds holding
Funds holding: 87 → 101 (+14)
13% more capital invested
Capital invested by funds: $205M → $232M (+$26.2M)
13% more repeat investments, than reductions
Existing positions increased: 36 | Existing positions reduced: 32
0.34% more ownership
Funds ownership: 77.31% → 77.65% (+0.34%)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cerity Partners
New York
|
+$9.79M |
| 2 |
FHA
First Horizon Advisors
Memphis,
Tennessee
|
+$4.69M |
| 3 |
CA
Crumly & Associates
Springfield,
Illinois
|
+$3.55M |
| 4 |
LPL Financial
San Diego,
California
|
+$3.51M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$2.23M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
-$3.38M |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$1.9M |
| 3 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$1.33M |
| 4 |
GM
GeoWealth Management
Chicago,
Illinois
|
-$1.33M |
| 5 |
IAIM
International Assets Investment Management
Orlando,
Florida
|
-$942K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BWM
101
Baystate Wealth Management
Boston,
Massachusetts
| $1.85K | – | – | – |
|
|
DI
102
Disciplined Investments
Tulsa,
Oklahoma
| $1.83K | – | – | – |
|
|
OMC
103
Old Mission Capital
Chicago,
Illinois
| – | -$1.9M | -37,589 | Closed |
|
|
IAIM
104
International Assets Investment Management
Orlando,
Florida
| – | -$942K | -18,192 | Closed |
|
|
SFM
105
Signet Financial Management
Parsippany,
New Jersey
| – | -$223K | -4,411 | Closed |
|
|
AAS
106
Ameritas Advisory Services
Lincoln,
Nebraska
| – | -$18.3K | -362 | Closed |
|
107
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$4.54K | -90 | Closed |
|
|
SWM
108
Spire Wealth Management
Mclean,
Virginia
| – | -$2.78K | -55 | Closed |
|
JPEM Hedge Fund Activity: Q2 2023 in Review
101 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Diversified Return Emerging Markets Equity ETF (JPEM) for Q2 2023, worth a combined $232M — up 13% from $205M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new JPEM positions and 6 closed out — a net gain of 14 holders — while 36 added to existing stakes and 32 trimmed.
The largest buyer was Cerity Partners, opening a new position worth an estimated $9.79M. The largest seller was CreativeOne Wealth, cutting an estimated $3.38M.
- 101 institutional investors held JPMorgan Diversified Return Emerging Markets Equity ETF (JPEM) as of Q2 2023, up from 87 in Q1 2023.
- Funds reported $232M of JPMorgan Diversified Return Emerging Markets Equity ETF stock for Q2 2023, up 13% quarter-over-quarter.
- 20 funds opened new JPMorgan Diversified Return Emerging Markets Equity ETF positions in Q2 2023 and 6 closed out, a net change of +14 holders.
- The largest JPMorgan Diversified Return Emerging Markets Equity ETF buyer in Q2 2023 was Cerity Partners, an estimated $9.79M added.
- The largest JPMorgan Diversified Return Emerging Markets Equity ETF seller in Q2 2023 was CreativeOne Wealth, an estimated $3.38M sold.
Based on aggregated 13F filings for Q2 2023.