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JPMorgan Diversified Return Emerging Markets Equity ETF

87 hedge funds and large institutions have $205M invested in JPMorgan Diversified Return Emerging Markets Equity ETF in 2023 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 39 increasing their positions, 19 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 9

105% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 19

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

10% more funds holding

Funds holding: 7987 (+8)

1% more capital invested

Capital invested by funds: $203M → $205M (+$2.37M)

14.09% less ownership

Funds ownership: 91.4%77.31% (-14%)

Holders
87
Holders Change
+8
Holders Change %
+10.13%
% of All Funds
1.39%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
21
Increased
39
Reduced
19
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWA
1
Amplius Wealth Advisors
Pennsylvania
$27M +$1.2M +23,679 +5%
Corient Private Wealth
2
Corient Private Wealth
Florida
$16.9M +$28.7K +566 +0.2%
Bank of America
3
Bank of America
North Carolina
$14M +$11.1K +218 +0.1%
LW
4
Linscomb Wealth
Texas
$10.7M -$304K -5,978 -3%
Jane Street
5
Jane Street
New York
$9.8M -$17.3M -340,638 -64%
SA
6
SAM Advisors
California
$8.27M -$486K -9,565 -6%
AWM
7
AE Wealth Management
Kansas
$8.23M +$7.82M +154,046 +1,725%
TFA
8
Teamwork Financial Advisors
Texas
$7.82M +$7.87M +154,973 New
Morgan Stanley
9
Morgan Stanley
New York
$7.47M -$4.22M -83,186 -36%
GW
10
GW & Wade
Massachusetts
$7.44M +$2.32M +45,597 +45%
AMM
11
American Money Management
California
$7.15M +$1.17M +23,020 +19%
LPL Financial
12
LPL Financial
California
$5.67M +$1.64M +32,333 +40%
Ameriprise
13
Ameriprise
Minnesota
$4.65M -$2.65M -52,240 -36%
KW
14
KWB Wealth
California
$4.48M +$18.8K +371 +0.4%
CW
15
CreativeOne Wealth
Kansas
$4.26M +$601K +11,837 +16%
RF
16
RHS Financial
California
$4.24M +$673K +13,255 +19%
FPGK
17
Financial Partners Group (Kansas)
Kansas
$3.94M +$95K +1,872 +2%
BFG
18
Berger Financial Group
Minnesota
$3.04M +$13.7K +270 +0.5%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$2.85M +$2.86M +56,368 New
RJA
20
Raymond James & Associates
Florida
$2.82M +$990K +19,507 +54%
Wells Fargo
21
Wells Fargo
California
$2.77M +$2.24M +44,173 +414%
JP Morgan Chase
22
JP Morgan Chase
New York
$2.7M +$1.64M +32,244 +151%
HFG
23
Heron Financial Group
New York
$2.56M +$1.1M +21,576 +74%
Citigroup
24
Citigroup
New York
$2.4M +$388K +7,637 +19%
PAG
25
Private Advisor Group
New Jersey
$2.28M +$2.29M +45,200 New

JPEM Hedge Fund Activity: Q1 2023 in Review

87 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Diversified Return Emerging Markets Equity ETF (JPEM) for Q1 2023, worth a combined $205M — up 1.2% from $203M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new JPEM positions and 9 closed out — a net gain of 12 holders — while 39 added to existing stakes and 19 trimmed.

The largest buyer was Teamwork Financial Advisors, opening a new position worth an estimated $7.87M. The largest seller was Jane Street, cutting an estimated $17.3M.

  • 87 institutional investors held JPMorgan Diversified Return Emerging Markets Equity ETF (JPEM) as of Q1 2023, up from 79 in Q4 2022.
  • Funds reported $205M of JPMorgan Diversified Return Emerging Markets Equity ETF stock for Q1 2023, up 1.2% quarter-over-quarter.
  • 21 funds opened new JPMorgan Diversified Return Emerging Markets Equity ETF positions in Q1 2023 and 9 closed out, a net change of +12 holders.
  • The largest JPMorgan Diversified Return Emerging Markets Equity ETF buyer in Q1 2023 was Teamwork Financial Advisors, an estimated $7.87M added.
  • The largest JPMorgan Diversified Return Emerging Markets Equity ETF seller in Q1 2023 was Jane Street, an estimated $17.3M sold.

Based on aggregated 13F filings for Q1 2023.