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JPMorgan Diversified Return Emerging Markets Equity ETF

50 hedge funds and large institutions have $97M invested in JPMorgan Diversified Return Emerging Markets Equity ETF in 2022 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 23 increasing their positions, 18 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 18

3.17% more ownership

Funds ownership: 60.14%63.31% (+3.2%)

7% less capital invested

Capital invested by funds: $104M → $97M (-$6.85M)

15% less funds holding

Funds holding: 5950 (-9)

75% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 12

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
50
Holders Change
-9
Holders Change %
-15.25%
% of All Funds
0.84%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
3
Increased
23
Reduced
18
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$11.7M +$3.81M +72,490 +44%
Morgan Stanley
2
Morgan Stanley
New York
$11.4M +$1.55M +29,493 +15%
LW
3
Linscomb Wealth
Texas
$10.6M -$186K -3,540 -2%
CPO
4
Cerity Partners OCIO
New York
$9.52M +$5.04M +95,965 +99%
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$6.34M +$1.77M +33,715 +36%
AMM
6
American Money Management
California
$6.01M +$100K +1,909 +2%
CA
7
Crumly & Associates
Illinois
$5.49M +$5.83M +110,940 New
CW
8
CreativeOne Wealth
Kansas
$3.66M -$204K -3,878 -5%
BFG
9
Berger Financial Group
Minnesota
$3.08M -$44.9K -855 -1%
WGCA
10
Wolf Group Capital Advisors
Virginia
$2.71M +$2.1M +39,956 +270%
Ameriprise
11
Ameriprise
Minnesota
$2.63M +$185K +3,532 +7%
GW
12
GW & Wade
Massachusetts
$2.58M +$166K +3,167 +6%
AF
13
Allworth Financial
California
$2.52M -$419K -7,978 -14%
HFG
14
Heron Financial Group
New York
$1.84M +$356K +6,775 +22%
RJA
15
Raymond James & Associates
Florida
$1.72M +$94.1K +1,792 +5%
LPL Financial
16
LPL Financial
California
$1.29M -$22.3K -425 -2%
FTUS
17
Flow Traders U.S.
New York
$1.26M -$2.99M -57,025 -69%
LWAC
18
Laurel Wealth Advisors (California)
California
$1.21M +$522K +9,932 +69%
GM
19
GeoWealth Management
Illinois
$1.09M -$208K -3,962 -15%
SC
20
Slow Capital
California
$1.08M -$40.9K -779 -3%
KWA
21
KCS Wealth Advisory
California
$940K +$50.9K +970 +5%
Jane Street
22
Jane Street
New York
$819K -$6.91M -131,513 -89%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$799K +$110K +2,104 +15%
TIA
24
Tiemann Investment Advisors
California
$580K +$64.3K +1,225 +12%
UBS Group
25
UBS Group
Switzerland
$577K -$38.4K -732 -6%

JPEM Hedge Fund Activity: Q2 2022 in Review

50 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Diversified Return Emerging Markets Equity ETF (JPEM) for Q2 2022, worth a combined $97M — down 6.6% from $104M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of JPEM and 3 opened new positions — a net loss of 9 holders — while 18 trimmed existing stakes and 23 added.

The largest buyer was Crumly & Associates, opening a new position worth an estimated $5.83M. The largest seller was Jane Street, cutting an estimated $6.91M.

  • 50 institutional investors held JPMorgan Diversified Return Emerging Markets Equity ETF (JPEM) as of Q2 2022, down from 59 in Q1 2022.
  • Funds reported $97M of JPMorgan Diversified Return Emerging Markets Equity ETF stock for Q2 2022, down 6.6% quarter-over-quarter.
  • 3 funds opened new JPMorgan Diversified Return Emerging Markets Equity ETF positions in Q2 2022 and 12 closed out, a net change of -9 holders.
  • The largest JPMorgan Diversified Return Emerging Markets Equity ETF buyer in Q2 2022 was Crumly & Associates, an estimated $5.83M added.
  • The largest JPMorgan Diversified Return Emerging Markets Equity ETF seller in Q2 2022 was Jane Street, an estimated $6.91M sold.

Based on aggregated 13F filings for Q2 2022.