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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
NA
101
NewEdge Advisors
Louisiana
$61.3K +$1.03K +19 +2%
FFA
102
Farther Finance Advisors
California
$53.5K -$8.3K -153 -13%
OSAM
103
O'Shaughnessy Asset Management
Connecticut
$49.4K -$13.4K -246 -21%
PTC
104
Private Trust Company
Ohio
$40.8K
FPF
105
First Pacific Financial
Washington
$36.6K -$326 -6 -0.8%
US Bancorp
106
US Bancorp
Minnesota
$36.3K
MCM
107
Mainstream Capital Management
California
$21.7K +$22.7K +419 New
AA
108
Ancora Advisors
Ohio
$18.2K -$41.8K -771 -69%
IA
109
IFP Advisors
Florida
$16.7K +$326 +6 +2%
CIBC Private Wealth Group
110
CIBC Private Wealth Group
Georgia
$15.5K
WWMSC
111
Wagner Wealth Management (South Carolina)
South Carolina
$14K -$10.6K -196 -42%
SIS
112
Sound Income Strategies
Florida
$12.7K +$8.03K +148 +154%
MCM
113
MAI Capital Management
Ohio
$12.1K +$12.7K +234 New
LWA
114
Lowe Wealth Advisors
Maryland
$6.04K +$6.35K +117 New
BBHC
115
Brown Brothers Harriman & Co
New York
$5.4K +$5.64K +104 New
GM
116
GeoWealth Management
Illinois
$5.07K +$5.32K +98 New
T
117
Tidemark
California
$4.67K
GRP
118
Global Retirement Partners
California
$4.18K +$4.4K +81 New
IRC
119
Investors Research Corp
Georgia
$3.74K
GSWM
120
Golden State Wealth Management
California
$1.06K +$1.08K +20 New
AWM
121
AE Wealth Management
Kansas
$467 +$488 +9 New
IAIM
122
International Assets Investment Management
Florida
-$50.9K -2,673,533 Closed
FTUS
123
Flow Traders U.S.
New York
-$3.26M -57,605 Closed
PAG
124
Private Advisor Group
New Jersey
-$1.03M -18,178 Closed
Citadel Advisors
125
Citadel Advisors
Florida
-$432K -7,629 Closed

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.