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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
IAIM
101
International Assets Investment Management
Florida
$50.9K +$146M +2,673,365 +1,591,289%
PTC
102
Private Trust Company
Ohio
$44.6K – – –
FPF
103
First Pacific Financial
Washington
$40.2K +$547 +10 +1%
US Bancorp
104
US Bancorp
Minnesota
$39.6K -$16.4K -300 -30%
WWMSC
105
Wagner Wealth Management (South Carolina)
South Carolina
$26.4K +$328 +6 +1%
IA
106
IFP Advisors
Florida
$17.9K +$274 +5 +2%
CIBC Private Wealth Group
107
CIBC Private Wealth Group
Georgia
$17K – – –
FAM
108
Family Asset Management
South Carolina
$9.91K – – –
SIS
109
Sound Income Strategies
Florida
$5.44K – – –
T
110
Tidemark
California
$5.1K – – –
IRC
111
Investors Research Corp
Georgia
$4.08K – – –
CFGS
112
Concourse Financial Group Securities
Alabama
$3.34K -$3.01K -55 -48%
CAL
113
Capital Analysts LLC
Pennsylvania
$2K +$1.7K +31 New
Fidelity Investments
114
Fidelity Investments
Massachusetts
$57 – – –
Focus Partners Wealth
115
Focus Partners Wealth
Massachusetts
– -$6.91M -124,133 Closed
EAM
116
Empirical Asset Management
Massachusetts
– -$1.04M -19,296 Closed
SP
117
Sequent Planning
Nebraska
– -$554K -10,233 Closed
3IP
118
3Chopt Investment Partners
Virginia
– -$486K -8,993 Closed
RA
119
RFG Advisory
Alabama
– -$214K -3,961 Closed
DAS
120
Dynamic Advisor Solutions
Arizona
– -$209K -3,858 Closed
BHPW
121
Beverly Hills Private Wealth
California
– -$208K -3,852 Closed
AWS
122
Atria Wealth Solutions
New York
– -$204K -3,773 Closed
GT
123
Glenmede Trust
Pennsylvania
– -$60.5K -1,118 Closed
Northwestern Mutual Wealth Management
124
Northwestern Mutual Wealth Management
Wisconsin
– -$379 -7 Closed
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.