We are live on ! Find out more
JPEM icon

JPMorgan Diversified Return Emerging Markets Equity ETF

38 hedge funds and large institutions have $89M invested in JPMorgan Diversified Return Emerging Markets Equity ETF in 2017 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 18 increasing their positions, 9 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

700% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 1

100% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 9

23% more funds holding

Funds holding: 3138 (+7)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

3% less capital invested

Capital invested by funds: $91.6M → $89M (-$2.56M)

3.27% less ownership

Funds ownership: 55.9%52.63% (-3.3%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $986K

Holders
38
Holders Change
+7
Holders Change %
+22.58%
% of All Funds
0.86%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
8
Increased
18
Reduced
9
Closed
1
Calls
Puts
$986K
Net Calls
-$986K
Net Calls Change
-$811K
Name Holding Trade Value Shares
Change
Change in
Stake
HCM
1
Hengehold Capital Management
Ohio
$15M -$13.8K -240 -0.1%
FWM
2
Frontier Wealth Management
Missouri
$8.91M +$245K +4,249 +3%
Bank of America
3
Bank of America
North Carolina
$8.21M -$337K -5,861 -4%
UBS Group
4
UBS Group
Switzerland
$6.51M +$441K +7,667 +7%
WGCA
5
Wolf Group Capital Advisors
Virginia
$6.47M +$323K +5,609 +5%
MIAN
6
Mariner Independent Advisor Network
Kansas
$5.33M +$5.26M +91,290 New
AMM
7
American Money Management
California
$4.72M +$47.1K +818 +1%
WF
8
WealthTrust Fairport
Ohio
$4.12M +$194K +3,364 +5%
Morgan Stanley
9
Morgan Stanley
New York
$3.15M +$220K +3,822 +8%
Ameriprise
10
Ameriprise
Minnesota
$3.09M -$433K -7,517 -12%
USAA
11
United Services Automobile Association
Texas
$3.02M
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$2.99M +$235K +4,080 +9%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$2.23M +$688K +11,948 +45%
RJA
14
Raymond James & Associates
Florida
$2.13M +$117K +2,033 +6%
AA
15
Ancora Advisors
Ohio
$2.07M +$19.8K +344 +1%
Carson Wealth (CWM LLC)
16
Carson Wealth (CWM LLC)
Nebraska
$1.68M +$956K +16,615 +136%
JIP
17
Jaffetilchin Investment Partners
Florida
$1.62M -$855K -14,861 -35%
LPL Financial
18
LPL Financial
California
$1.09M +$110K +1,918 +11%
ICM
19
IMS Capital Management
Oregon
$1.06M +$249K +4,320 +31%
HighTower Advisors
20
HighTower Advisors
Illinois
$1.04M +$96.8K +1,681 +10%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$961K +$948K +16,466 New
BTS
22
BB&T Securities
Virginia
$953K +$131K +2,274 +16%
GW
23
GW & Wade
Massachusetts
$531K +$524K +9,097 New
LTFS
24
Ladenburg Thalmann Financial Services
Florida
$447K -$292K -5,068 -40%
Jane Street
25
Jane Street
New York
$435K -$10.4M -180,276 -96%

JPEM Hedge Fund Activity: Q4 2017 in Review

38 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Diversified Return Emerging Markets Equity ETF (JPEM) for Q4 2017, worth a combined $89M — down 2.8% from $91.6M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new JPEM positions and 1 closed out — a net gain of 7 holders — while 18 added to existing stakes and 9 trimmed.

The largest buyer was Mariner Independent Advisor Network, opening a new position worth an estimated $5.26M. The largest seller was Jane Street, cutting an estimated $10.4M.

  • 38 institutional investors held JPMorgan Diversified Return Emerging Markets Equity ETF (JPEM) as of Q4 2017, up from 31 in Q3 2017.
  • Funds reported $89M of JPMorgan Diversified Return Emerging Markets Equity ETF stock for Q4 2017, down 2.8% quarter-over-quarter.
  • 8 funds opened new JPMorgan Diversified Return Emerging Markets Equity ETF positions in Q4 2017 and 1 closed out, a net change of +7 holders.
  • The largest JPMorgan Diversified Return Emerging Markets Equity ETF buyer in Q4 2017 was Mariner Independent Advisor Network, an estimated $5.26M added.
  • The largest JPMorgan Diversified Return Emerging Markets Equity ETF seller in Q4 2017 was Jane Street, an estimated $10.4M sold.

Based on aggregated 13F filings for Q4 2017.