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JPMorgan Diversified Return Emerging Markets Equity ETF

61 hedge funds and large institutions have $162M invested in JPMorgan Diversified Return Emerging Markets Equity ETF in 2020 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 19 increasing their positions, 30 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.53% more ownership

Funds ownership: 65.7%67.23% (+1.5%)

2% more capital invested

Capital invested by funds: $159M → $162M (+$2.61M)

6% less funds holding

Funds holding: 6561 (-4)

25% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 8

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

37% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 30

Holders
61
Holders Change
-4
Holders Change %
-6.15%
% of All Funds
1.08%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
6
Increased
19
Reduced
30
Closed
8
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
$38.3M +$7.84M +154,291 +28%
HCM
2
Hengehold Capital Management
Ohio
$22.1M +$196K +3,857 +1%
LW
3
Linscomb Wealth
Texas
$12.2M +$189K +3,718 +2%
CW
4
CreativeOne Wealth
Kansas
$10.6M -$3.76M -74,082 -28%
RW
5
RVW Wealth
California
$9M +$161K +3,178 +2%
Bank of America
6
Bank of America
North Carolina
$8.36M +$2.79M +54,862 +56%
AMM
7
American Money Management
California
$7.33M +$538K +10,599 +9%
Jane Street
8
Jane Street
New York
$5.47M +$1.07M +21,003 +27%
CPO
9
Cerity Partners OCIO
New York
$5.12M -$97.6K -1,921 -2%
HighTower Advisors
10
HighTower Advisors
Illinois
$4.41M -$804K -15,835 -16%
Morgan Stanley
11
Morgan Stanley
New York
$4.08M +$510K +10,042 +16%
BFG
12
Berger Financial Group
Minnesota
$2.99M +$2.77M +54,520 New
SCG
13
Sonata Capital Group
Washington
$2.78M -$8.69K -171 -0.3%
GW
14
GW & Wade
Massachusetts
$2.7M -$199K -3,920 -7%
RJA
15
Raymond James & Associates
Florida
$2.06M +$710K +13,974 +59%
OMC
16
Old Mission Capital
Illinois
$1.86M -$525K -10,337 -23%
MPWT
17
MassMutual Private Wealth & Trust
Connecticut
$1.85M -$2.16M -42,462 -56%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$1.74M -$2.74M -54,026 -63%
LA
19
LexAurum Advisors
Kansas
$1.59M +$43.2K +851 +3%
Citadel Advisors
20
Citadel Advisors
Florida
$1.53M +$1.42M +27,958 New
LPL Financial
21
LPL Financial
California
$1.22M -$47.4K -934 -4%
GM
22
GeoWealth Management
Illinois
$1.19M -$41.1K -810 -4%
FWM
23
Frontier Wealth Management
Missouri
$1.05M -$2.9K -57 -0.3%
CA
24
Crumly & Associates
Illinois
$1M -$555K -10,924 -38%
WGCA
25
Wolf Group Capital Advisors
Virginia
$835K -$164K -3,222 -17%

JPEM Hedge Fund Activity: Q4 2020 in Review

61 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Diversified Return Emerging Markets Equity ETF (JPEM) for Q4 2020, worth a combined $162M — up 1.6% from $159M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of JPEM and 6 opened new positions — a net loss of 2 holders — while 30 trimmed existing stakes and 19 added.

The largest buyer was JP Morgan Chase, adding an estimated $7.84M. The largest seller was AssetMark Inc, cutting an estimated $10.5M.

  • 61 institutional investors held JPMorgan Diversified Return Emerging Markets Equity ETF (JPEM) as of Q4 2020, down from 65 in Q3 2020.
  • Funds reported $162M of JPMorgan Diversified Return Emerging Markets Equity ETF stock for Q4 2020, up 1.6% quarter-over-quarter.
  • 6 funds opened new JPMorgan Diversified Return Emerging Markets Equity ETF positions in Q4 2020 and 8 closed out, a net change of -2 holders.
  • The largest JPMorgan Diversified Return Emerging Markets Equity ETF buyer in Q4 2020 was JP Morgan Chase, an estimated $7.84M added.
  • The largest JPMorgan Diversified Return Emerging Markets Equity ETF seller in Q4 2020 was AssetMark Inc, an estimated $10.5M sold.

Based on aggregated 13F filings for Q4 2020.