We are live on ! Find out more
JPEM icon

JPMorgan Diversified Return Emerging Markets Equity ETF

58 hedge funds and large institutions have $113M invested in JPMorgan Diversified Return Emerging Markets Equity ETF in 2021 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 24 increasing their positions, 26 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

8% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 26

5.83% less ownership

Funds ownership: 70.64%64.81% (-5.8%)

6% less funds holding

Funds holding: 6258 (-4)

36% less capital invested

Capital invested by funds: $177M → $113M (-$63.9M)

67% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 6

Holders
58
Holders Change
-4
Holders Change %
-6.45%
% of All Funds
1.01%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
2
Increased
24
Reduced
26
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OMC
1
Old Mission Capital
Illinois
$15.1M +$7.82M +132,939 +108%
HCM
2
Hengehold Capital Management
Ohio
$13.2M +$67K +1,138 +0.5%
LW
3
Linscomb Wealth
Texas
$13.1M -$93K -1,580 -0.7%
Bank of America
4
Bank of America
North Carolina
$9.26M +$341K +5,788 +4%
AMM
5
American Money Management
California
$7.12M -$260K -4,413 -4%
CPO
6
Cerity Partners OCIO
New York
$5.4M -$106K -1,804 -2%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$3.55M +$270K +4,583 +8%
BFG
8
Berger Financial Group
Minnesota
$3.43M +$53.1K +902 +2%
CW
9
CreativeOne Wealth
Kansas
$3.4M -$4.85M -82,376 -59%
AF
10
Allworth Financial
California
$3.35M -$46K -781 -1%
Morgan Stanley
11
Morgan Stanley
New York
$3.13M -$1.13M -19,201 -27%
GW
12
GW & Wade
Massachusetts
$3M +$51.8K +880 +2%
Ameriprise
13
Ameriprise
Minnesota
$2.7M +$1.58M +26,868 +144%
RJA
14
Raymond James & Associates
Florida
$2.27M +$130K +2,205 +6%
Thrivent Financial for Lutherans
15
Thrivent Financial for Lutherans
Minnesota
$2.05M
LA
16
LexAurum Advisors
Kansas
$2M +$191K +3,246 +11%
HighTower Advisors
17
HighTower Advisors
Illinois
$1.5M -$3.44M -58,525 -70%
HFG
18
Heron Financial Group
New York
$1.36M +$61.5K +1,045 +5%
LPL Financial
19
LPL Financial
California
$1.19M -$200K -3,394 -14%
Citadel Advisors
20
Citadel Advisors
Florida
$1.18M +$649K +11,036 +124%
LWAC
21
Laurel Wealth Advisors (California)
California
$1.15M +$58.1K +988 +5%
SC
22
Slow Capital
California
$1.14M +$421K +7,163 +59%
FWM
23
Frontier Wealth Management
Missouri
$1M -$74.8K -1,271 -7%
GM
24
GeoWealth Management
Illinois
$955K -$327K -5,551 -26%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$888K +$29.9K +509 +4%

JPEM Hedge Fund Activity: Q2 2021 in Review

58 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Diversified Return Emerging Markets Equity ETF (JPEM) for Q2 2021, worth a combined $113M — down 36% from $177M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of JPEM and 2 opened new positions — a net loss of 4 holders — while 26 trimmed existing stakes and 24 added.

The largest buyer was Old Mission Capital, adding an estimated $7.82M. The largest seller was JP Morgan Chase, cutting an estimated $55.5M.

  • 58 institutional investors held JPMorgan Diversified Return Emerging Markets Equity ETF (JPEM) as of Q2 2021, down from 62 in Q1 2021.
  • Funds reported $113M of JPMorgan Diversified Return Emerging Markets Equity ETF stock for Q2 2021, down 36% quarter-over-quarter.
  • 2 funds opened new JPMorgan Diversified Return Emerging Markets Equity ETF positions in Q2 2021 and 6 closed out, a net change of -4 holders.
  • The largest JPMorgan Diversified Return Emerging Markets Equity ETF buyer in Q2 2021 was Old Mission Capital, an estimated $7.82M added.
  • The largest JPMorgan Diversified Return Emerging Markets Equity ETF seller in Q2 2021 was JP Morgan Chase, an estimated $55.5M sold.

Based on aggregated 13F filings for Q2 2021.