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JPMorgan Diversified Return Emerging Markets Equity ETF

71 hedge funds and large institutions have $146M invested in JPMorgan Diversified Return Emerging Markets Equity ETF in 2020 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 22 increasing their positions, 33 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more capital invested

Capital invested by funds: $136M → $146M (+$10.9M)

0.13% less ownership

Funds ownership: 53.22%53.1% (-0.13%)

8% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 13

1% less funds holding

Funds holding: 7271 (-1)

33% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 33

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
71
Holders Change
-1
Holders Change %
-1.39%
% of All Funds
1.46%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
12
Increased
22
Reduced
33
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CW
1
CreativeOne Wealth
Kansas
$16.4M -$774K -17,667 -5%
HCM
2
Hengehold Capital Management
Ohio
$15.5M +$201K +4,599 +1%
AssetMark Inc
3
AssetMark Inc
California
$14.8M -$4.36M -99,474 -24%
LW
4
Linscomb Wealth
Texas
$10.2M +$9.73M +222,026 New
Jane Street
5
Jane Street
New York
$8.39M +$2.15M +49,066 +37%
RW
6
RVW Wealth
California
$7.34M +$4.08M +93,158 +140%
Ameriprise
7
Ameriprise
Minnesota
$6.79M -$1.12M -25,590 -15%
AMM
8
American Money Management
California
$5.77M -$226K -5,169 -4%
Bank of America
9
Bank of America
North Carolina
$4.73M -$260K -5,926 -5%
CPO
10
Cerity Partners OCIO
New York
$4.58M +$3.87M +88,446 +784%
Morgan Stanley
11
Morgan Stanley
New York
$4.42M -$2.7M -61,720 -39%
HighTower Advisors
12
HighTower Advisors
Illinois
$4.34M -$603K -13,760 -13%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$4.1M +$2.39M +54,546 +158%
MPWT
14
MassMutual Private Wealth & Trust
Connecticut
$4.01M +$405K +9,245 +12%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$2.96M -$268K -6,120 -9%
Citadel Advisors
16
Citadel Advisors
Florida
$2.9M +$374K +8,540 +16%
Victory Capital Management
17
Victory Capital Management
Texas
$2.79M -$2.66M -60,700 -50%
SCG
18
Sonata Capital Group
Washington
$2.54M +$9.2K +210 +0.4%
Citigroup
19
Citigroup
New York
$2.5M +$34.3K +784 +1%
GW
20
GW & Wade
Massachusetts
$2.43M -$1.52M -34,781 -40%
LA
21
LexAurum Advisors
Kansas
$1.24M -$38.8K -886 -3%
CA
22
Crumly & Associates
Illinois
$1.16M -$7.1K -162 -0.6%
LPL Financial
23
LPL Financial
California
$1.14M -$283K -6,455 -21%
WGCA
24
Wolf Group Capital Advisors
Virginia
$1.14M -$2.01M -45,885 -65%
GM
25
GeoWealth Management
Illinois
$1.13M -$1.08M -24,690 -50%

JPEM Hedge Fund Activity: Q2 2020 in Review

71 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Diversified Return Emerging Markets Equity ETF (JPEM) for Q2 2020, worth a combined $146M — up 8% from $136M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of JPEM and 12 opened new positions — a net loss of 1 holder — while 33 trimmed existing stakes and 22 added.

The largest buyer was Linscomb Wealth, opening a new position worth an estimated $9.73M. The largest seller was AssetMark Inc, cutting an estimated $4.36M.

  • 71 institutional investors held JPMorgan Diversified Return Emerging Markets Equity ETF (JPEM) as of Q2 2020, down from 72 in Q1 2020.
  • Funds reported $146M of JPMorgan Diversified Return Emerging Markets Equity ETF stock for Q2 2020, up 8% quarter-over-quarter.
  • 12 funds opened new JPMorgan Diversified Return Emerging Markets Equity ETF positions in Q2 2020 and 13 closed out, a net change of -1 holder.
  • The largest JPMorgan Diversified Return Emerging Markets Equity ETF buyer in Q2 2020 was Linscomb Wealth, an estimated $9.73M added.
  • The largest JPMorgan Diversified Return Emerging Markets Equity ETF seller in Q2 2020 was AssetMark Inc, an estimated $4.36M sold.

Based on aggregated 13F filings for Q2 2020.