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JPMorgan Diversified Return Emerging Markets Equity ETF

79 hedge funds and large institutions have $203M invested in JPMorgan Diversified Return Emerging Markets Equity ETF in 2022 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 31 increasing their positions, 17 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

440% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 5

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

98% more capital invested

Capital invested by funds: $103M → $203M (+$100M)

82% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 17

36% more funds holding

Funds holding: 5879 (+21)

14.72% more ownership

Funds ownership: 76.67%91.4% (+15%)

Holders
79
Holders Change
+21
Holders Change %
+36.21%
% of All Funds
1.27%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
27
Increased
31
Reduced
17
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Jane Street
1
Jane Street
New York
$26.4M +$17.5M +365,884 +217%
AWA
2
Amplius Wealth Advisors
Pennsylvania
$25.2M +$24.5M +510,621 New
Corient Private Wealth
3
Corient Private Wealth
Florida
$16.5M +$16M +334,525 New
Bank of America
4
Bank of America
North Carolina
$13.7M +$1.92M +40,044 +17%
Morgan Stanley
5
Morgan Stanley
New York
$11.4M -$993K -20,716 -8%
LW
6
Linscomb Wealth
Texas
$10.7M +$173K +3,615 +2%
CPO
7
Cerity Partners OCIO
New York
$9.72M +$1.31M +27,271 +16%
SA
8
SAM Advisors
California
$8.55M +$8.31M +173,417 New
Ameriprise
9
Ameriprise
Minnesota
$7.11M +$3.56M +74,235 +106%
Thrivent Financial for Lutherans
10
Thrivent Financial for Lutherans
Minnesota
$6.4M -$1.28M -26,789 -17%
AMM
11
American Money Management
California
$5.85M -$65.7K -1,371 -1%
GW
12
GW & Wade
Massachusetts
$5.02M +$2.19M +45,662 +81%
KW
13
KWB Wealth
California
$4.46M +$4.08M +85,060 +1,558%
LPL Financial
14
LPL Financial
California
$3.94M +$2.62M +54,656 +216%
FPGK
15
Financial Partners Group (Kansas)
Kansas
$3.88M +$3.65M +76,231 New
CW
16
CreativeOne Wealth
Kansas
$3.58M +$282K +5,885 +9%
RF
17
RHS Financial
California
$3.49M +$3.13M +65,226 +1,164%
BFG
18
Berger Financial Group
Minnesota
$2.95M -$85K -1,773 -3%
WGCA
19
Wolf Group Capital Advisors
Virginia
$2.31M -$445K -9,283 -17%
Citigroup
20
Citigroup
New York
$1.96M +$35.3K +737 +2%
RJA
21
Raymond James & Associates
Florida
$1.8M +$106K +2,221 +6%
AF
22
Allworth Financial
California
$1.55M -$261K -5,438 -15%
SKK
23
Shepherd Kaplan Krochuk
Massachusetts
$1.52M +$1.48M +30,873 New
HFG
24
Heron Financial Group
New York
$1.45M -$599K -12,502 -30%
Goldman Sachs
25
Goldman Sachs
New York
$1.38M +$1.35M +28,085 New

JPEM Hedge Fund Activity: Q4 2022 in Review

79 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Diversified Return Emerging Markets Equity ETF (JPEM) for Q4 2022, worth a combined $203M — up 98% from $103M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new JPEM positions and 5 closed out — a net gain of 22 holders — while 31 added to existing stakes and 17 trimmed.

The largest buyer was Amplius Wealth Advisors, opening a new position worth an estimated $24.5M. The largest seller was Crumly & Associates, exiting entirely with an estimated $4.83M sold.

  • 79 institutional investors held JPMorgan Diversified Return Emerging Markets Equity ETF (JPEM) as of Q4 2022, up from 58 in Q3 2022.
  • Funds reported $203M of JPMorgan Diversified Return Emerging Markets Equity ETF stock for Q4 2022, up 98% quarter-over-quarter.
  • 27 funds opened new JPMorgan Diversified Return Emerging Markets Equity ETF positions in Q4 2022 and 5 closed out, a net change of +22 holders.
  • The largest JPMorgan Diversified Return Emerging Markets Equity ETF buyer in Q4 2022 was Amplius Wealth Advisors, an estimated $24.5M added.
  • The largest JPMorgan Diversified Return Emerging Markets Equity ETF seller in Q4 2022 was Crumly & Associates, an estimated $4.83M sold.

Based on aggregated 13F filings for Q4 2022.