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JPMorgan Diversified Return Emerging Markets Equity ETF

62 hedge funds and large institutions have $177M invested in JPMorgan Diversified Return Emerging Markets Equity ETF in 2021 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 28 increasing their positions, 22 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 22

20% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 5

9% more capital invested

Capital invested by funds: $162M → $177M (+$15M)

3.41% more ownership

Funds ownership: 67.23%70.64% (+3.4%)

2% more funds holding

Funds holding: 6162 (+1)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
62
Holders Change
+1
Holders Change %
+1.64%
% of All Funds
1.09%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
6
Increased
28
Reduced
22
Closed
5
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
$53.5M +$13.9M +246,462 +35%
LW
2
Linscomb Wealth
Texas
$12.6M +$27.6K +487 +0.2%
HCM
3
Hengehold Capital Management
Ohio
$12.6M -$10.2M -180,184 -45%
Jane Street
4
Jane Street
New York
$9.9M +$4.26M +75,290 +76%
Bank of America
5
Bank of America
North Carolina
$8.51M -$109K -1,928 -1%
CW
6
CreativeOne Wealth
Kansas
$7.91M -$2.97M -52,483 -27%
AMM
7
American Money Management
California
$7.05M -$510K -9,012 -7%
OMC
8
Old Mission Capital
Illinois
$6.94M +$5.02M +88,747 +262%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$6.12M +$5.51M +97,311 +894%
CPO
10
Cerity Partners OCIO
New York
$5.26M -$18.7K -330 -0.4%
HighTower Advisors
11
HighTower Advisors
Illinois
$4.75M +$203K +3,597 +4%
Morgan Stanley
12
Morgan Stanley
New York
$4.07M -$140K -2,471 -3%
AF
13
Allworth Financial
California
$3.24M +$3.24M +57,221 New
BFG
14
Berger Financial Group
Minnesota
$3.22M +$140K +2,476 +5%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$3.13M +$1.34M +23,638 +75%
GW
16
GW & Wade
Massachusetts
$2.81M +$28.6K +506 +1%
RJA
17
Raymond James & Associates
Florida
$2.04M -$84.1K -1,487 -4%
MPWT
18
MassMutual Private Wealth & Trust
Connecticut
$1.77M -$137K -2,423 -7%
LA
19
LexAurum Advisors
Kansas
$1.72M +$82.5K +1,458 +5%
LPL Financial
20
LPL Financial
California
$1.32M +$71.8K +1,269 +6%
HFG
21
Heron Financial Group
New York
$1.24M +$480K +8,476 +64%
GM
22
GeoWealth Management
Illinois
$1.23M +$4.87K +86 +0.4%
Ameriprise
23
Ameriprise
Minnesota
$1.05M +$305K +5,384 +41%
LWAC
24
Laurel Wealth Advisors (California)
California
$1.04M +$666K +11,770 +177%
FWM
25
Frontier Wealth Management
Missouri
$1.03M -$56.1K -991 -5%

JPEM Hedge Fund Activity: Q1 2021 in Review

62 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Diversified Return Emerging Markets Equity ETF (JPEM) for Q1 2021, worth a combined $177M — up 9.3% from $162M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new JPEM positions and 5 closed out — a net gain of 1 holder — while 28 added to existing stakes and 22 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $13.9M. The largest seller was Hengehold Capital Management, cutting an estimated $10.2M.

  • 62 institutional investors held JPMorgan Diversified Return Emerging Markets Equity ETF (JPEM) as of Q1 2021, up from 61 in Q4 2020.
  • Funds reported $177M of JPMorgan Diversified Return Emerging Markets Equity ETF stock for Q1 2021, up 9.3% quarter-over-quarter.
  • 6 funds opened new JPMorgan Diversified Return Emerging Markets Equity ETF positions in Q1 2021 and 5 closed out, a net change of +1 holder.
  • The largest JPMorgan Diversified Return Emerging Markets Equity ETF buyer in Q1 2021 was JP Morgan Chase, an estimated $13.9M added.
  • The largest JPMorgan Diversified Return Emerging Markets Equity ETF seller in Q1 2021 was Hengehold Capital Management, an estimated $10.2M sold.

Based on aggregated 13F filings for Q1 2021.