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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
AA
101
Ancora Advisors
Ohio
$59.9K
AF
102
Advisornet Financial
Minnesota
$55.9K
US Bancorp
103
US Bancorp
Minnesota
$53.4K
PTC
104
Private Trust Company
Ohio
$42.1K
CA
105
Continuum Advisory
Idaho
$40.5K +$38.3K +725 New
FPF
106
First Pacific Financial
Washington
$36.9K +$53 +1 +0.1%
IGWM
107
ICA Group Wealth Management
Colorado
$25.9K +$8.67K +164 +51%
WWMSC
108
Wagner Wealth Management (South Carolina)
South Carolina
$24.5K -$67.3K -1,272 -73%
IA
109
IFP Advisors
Florida
$16.5K +$53 +1 +0.3%
FAM
110
Family Asset Management
South Carolina
$9.35K +$2.06K +39 +29%
FFA
111
Farther Finance Advisors
California
$6.59K -$6.13K -116 -49%
GRP
112
Global Retirement Partners
California
$5.18K +$476 +9 +10%
SIS
113
Sound Income Strategies
Florida
$5.13K -$10.8K -205 -68%
T
114
Tidemark
California
$4.81K
IRC
115
Investors Research Corp
Georgia
$3.85K
AWA
116
Arete Wealth Advisors
Illinois
-$544K -10,403 Closed
SFS
117
Security Financial Services
Indiana
-$269K -5,151 Closed
AWM
118
AE Wealth Management
Kansas
-$259K -4,938 Closed
CCA
119
Cobblestone Capital Advisors
New York
-$236K -4,518 Closed
SWP
120
Stratos Wealth Partners
Ohio
-$236K -4,504 Closed
TIM
121
Thor Investment Management
Ohio
-$204K -3,905 Closed
GWM
122
Geneos Wealth Management
Colorado
-$105K -2,000 Closed
AAP
123
Arax Advisory Partners
Colorado
-$31.8K -609 Closed
Fifth Third Bancorp
124
Fifth Third Bancorp
Ohio
-$15.5K -296 Closed
Fidelity Investments
125
Fidelity Investments
Massachusetts
-$4.24K -81 Closed

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.