We are live on ! Find out more
JPEM icon

JPMorgan Diversified Return Emerging Markets Equity ETF

65 hedge funds and large institutions have $159M invested in JPMorgan Diversified Return Emerging Markets Equity ETF in 2020 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 15 increasing their positions, 32 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

12.61% more ownership

Funds ownership: 53.1%65.7% (+13%)

9% more capital invested

Capital invested by funds: $146M → $159M (+$13M)

8% less funds holding

Funds holding: 7165 (-6)

43% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 14

53% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 32

Holders
65
Holders Change
-6
Holders Change %
-8.45%
% of All Funds
1.31%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.06%
New
8
Increased
15
Reduced
32
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$25.2M +$26.3M +543,226 +45,194%
HCM
2
Hengehold Capital Management
Ohio
$18.6M +$2.95M +60,801 +18%
CW
3
CreativeOne Wealth
Kansas
$12.4M -$4.42M -91,100 -25%
LW
4
Linscomb Wealth
Texas
$10.2M -$159K -3,277 -1%
AssetMark Inc
5
AssetMark Inc
California
$9.67M -$5.54M -114,232 -36%
RW
6
RVW Wealth
California
$7.79M +$339K +6,999 +4%
FTUS
7
Flow Traders U.S.
New York
$7.25M +$7.52M +155,133 New
FPF
8
First Pacific Financial
Washington
$6.12M +$6.35M +130,954 New
AMM
9
American Money Management
California
$5.75M -$124K -2,562 -2%
Bank of America
10
Bank of America
North Carolina
$4.56M -$261K -5,378 -5%
HighTower Advisors
11
HighTower Advisors
Illinois
$4.49M +$79.3K +1,634 +2%
CPO
12
Cerity Partners OCIO
New York
$4.45M -$221K -4,556 -5%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$4M -$166K -3,420 -4%
Jane Street
14
Jane Street
New York
$3.68M -$5.03M -103,787 -57%
MPWT
15
MassMutual Private Wealth & Trust
Connecticut
$3.56M -$536K -11,052 -13%
Morgan Stanley
16
Morgan Stanley
New York
$3.01M -$1.55M -31,892 -33%
Citigroup
17
Citigroup
New York
$2.61M +$66.9K +1,379 +3%
GW
18
GW & Wade
Massachusetts
$2.48M +$13.1K +271 +0.5%
SCG
19
Sonata Capital Group
Washington
$2.38M -$210K -4,334 -8%
OMC
20
Old Mission Capital
Illinois
$2.07M +$2.14M +44,215 New
CA
21
Crumly & Associates
Illinois
$1.34M +$165K +3,401 +13%
LA
22
LexAurum Advisors
Kansas
$1.31M +$55.1K +1,136 +4%
RJA
23
Raymond James & Associates
Florida
$1.1M -$6.6K -136 -0.6%
LPL Financial
24
LPL Financial
California
$1.08M -$82K -1,691 -7%
GM
25
GeoWealth Management
Illinois
$1.05M -$110K -2,274 -9%

JPEM Hedge Fund Activity: Q3 2020 in Review

65 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Diversified Return Emerging Markets Equity ETF (JPEM) for Q3 2020, worth a combined $159M — up 8.9% from $146M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of JPEM and 8 opened new positions — a net loss of 6 holders — while 32 trimmed existing stakes and 15 added.

The largest buyer was JP Morgan Chase, adding an estimated $26.3M. The largest seller was Ameriprise, cutting an estimated $6.49M.

  • 65 institutional investors held JPMorgan Diversified Return Emerging Markets Equity ETF (JPEM) as of Q3 2020, down from 71 in Q2 2020.
  • Funds reported $159M of JPMorgan Diversified Return Emerging Markets Equity ETF stock for Q3 2020, up 8.9% quarter-over-quarter.
  • 8 funds opened new JPMorgan Diversified Return Emerging Markets Equity ETF positions in Q3 2020 and 14 closed out, a net change of -6 holders.
  • The largest JPMorgan Diversified Return Emerging Markets Equity ETF buyer in Q3 2020 was JP Morgan Chase, an estimated $26.3M added.
  • The largest JPMorgan Diversified Return Emerging Markets Equity ETF seller in Q3 2020 was Ameriprise, an estimated $6.49M sold.

Based on aggregated 13F filings for Q3 2020.