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JPMorgan Diversified Return Emerging Markets Equity ETF

58 hedge funds and large institutions have $93.4M invested in JPMorgan Diversified Return Emerging Markets Equity ETF in 2021 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 26 increasing their positions, 15 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 6

73% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 15

14% more capital invested

Capital invested by funds: $81.6M → $93.4M (+$11.8M)

9% more funds holding

Funds holding: 5358 (+5)

1.39% more ownership

Funds ownership: 50.46%51.86% (+1.4%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
58
Holders Change
+5
Holders Change %
+9.43%
% of All Funds
0.89%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
11
Increased
26
Reduced
15
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LW
1
Linscomb Wealth
Texas
$12.5M +$20.5K +358 +0.2%
Bank of America
2
Bank of America
North Carolina
$9.18M +$161K +2,809 +2%
AMM
3
American Money Management
California
$6.76M -$41.4K -722 -0.6%
CPO
4
Cerity Partners OCIO
New York
$5.8M +$637K +11,122 +12%
Morgan Stanley
5
Morgan Stanley
New York
$5.68M +$2.59M +45,137 +82%
FTUS
6
Flow Traders U.S.
New York
$4.08M +$4.12M +71,926 New
CW
7
CreativeOne Wealth
Kansas
$3.86M +$958K +16,719 +33%
BFG
8
Berger Financial Group
Minnesota
$3.49M +$144K +2,512 +4%
AF
9
Allworth Financial
California
$3.45M +$279K +4,869 +9%
GW
10
GW & Wade
Massachusetts
$2.99M -$29.4K -514 -1%
WGCA
11
Wolf Group Capital Advisors
Virginia
$2.53M +$1.65M +28,825 +184%
LA
12
LexAurum Advisors
Kansas
$2.51M +$535K +9,350 +27%
LWAC
13
Laurel Wealth Advisors (California)
California
$2.44M +$2.46M +42,932 New
Osaic Holdings
14
Osaic Holdings
Arizona
$2.25M +$1.74M +30,362 +325%
RJA
15
Raymond James & Associates
Florida
$2.15M -$111K -1,945 -5%
Thrivent Financial for Lutherans
16
Thrivent Financial for Lutherans
Minnesota
$2.05M
Jane Street
17
Jane Street
New York
$1.75M -$333K -5,823 -16%
HFG
18
Heron Financial Group
New York
$1.71M +$127K +2,222 +8%
CCA
19
Cobblestone Capital Advisors
New York
$1.69M +$1.71M +29,819 New
GM
20
GeoWealth Management
Illinois
$1.32M +$227K +3,960 +20%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$1.18M -$434K -7,571 -27%
ARIS
22
Advanced Research Investment Solutions
California
$1.11M +$1.12M +19,501 New
SC
23
Slow Capital
California
$1.1M +$18.3K +319 +2%
LPL Financial
24
LPL Financial
California
$1.03M -$116K -2,026 -10%
HighTower Advisors
25
HighTower Advisors
Illinois
$1M -$2.4K -42 -0.2%

JPEM Hedge Fund Activity: Q4 2021 in Review

58 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Diversified Return Emerging Markets Equity ETF (JPEM) for Q4 2021, worth a combined $93.4M — up 14% from $81.6M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new JPEM positions and 6 closed out — a net gain of 5 holders — while 26 added to existing stakes and 15 trimmed.

The largest buyer was Flow Traders U.S., opening a new position worth an estimated $4.12M. The largest seller was Ameriprise, cutting an estimated $1.97M.

  • 58 institutional investors held JPMorgan Diversified Return Emerging Markets Equity ETF (JPEM) as of Q4 2021, up from 53 in Q3 2021.
  • Funds reported $93.4M of JPMorgan Diversified Return Emerging Markets Equity ETF stock for Q4 2021, up 14% quarter-over-quarter.
  • 11 funds opened new JPMorgan Diversified Return Emerging Markets Equity ETF positions in Q4 2021 and 6 closed out, a net change of +5 holders.
  • The largest JPMorgan Diversified Return Emerging Markets Equity ETF buyer in Q4 2021 was Flow Traders U.S., an estimated $4.12M added.
  • The largest JPMorgan Diversified Return Emerging Markets Equity ETF seller in Q4 2021 was Ameriprise, an estimated $1.97M sold.

Based on aggregated 13F filings for Q4 2021.