We are live on ! Find out more
JPEM icon

JPMorgan Diversified Return Emerging Markets Equity ETF

101 hedge funds and large institutions have $232M invested in JPMorgan Diversified Return Emerging Markets Equity ETF in 2023 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 36 increasing their positions, 32 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 6

16% more funds holding

Funds holding: 87101 (+14)

13% more capital invested

Capital invested by funds: $205M → $232M (+$26.2M)

13% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 32

0.34% more ownership

Funds ownership: 77.31%77.65% (+0.34%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

Holders
101
Holders Change
+14
Holders Change %
+16.09%
% of All Funds
1.59%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
20
Increased
36
Reduced
32
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWA
1
Amplius Wealth Advisors
Pennsylvania
$27M +$66.9K +1,310 +0.2%
Corient Private Wealth
2
Corient Private Wealth
Florida
$16.8M -$156K -3,056 -0.9%
Bank of America
3
Bank of America
North Carolina
$14.2M +$207K +4,053 +1%
LW
4
Linscomb Wealth
Texas
$9.79M -$916K -17,950 -8%
Cerity Partners
5
Cerity Partners
New York
$9.68M +$9.79M +191,763 New
Jane Street
6
Jane Street
New York
$9.57M -$234K -4,577 -2%
LPL Financial
7
LPL Financial
California
$9.14M +$3.51M +68,842 +61%
Morgan Stanley
8
Morgan Stanley
New York
$8.62M +$1.16M +22,796 +15%
SA
9
SAM Advisors
California
$8.42M +$150K +2,934 +2%
GW
10
GW & Wade
Massachusetts
$7.25M -$196K -3,834 -3%
AMM
11
American Money Management
California
$7.24M +$88.9K +1,742 +1%
AWM
12
AE Wealth Management
Kansas
$6.91M -$1.33M -26,132 -16%
TFA
13
Teamwork Financial Advisors
Texas
$6.89M -$941K -18,444 -12%
Ameriprise
14
Ameriprise
Minnesota
$5.5M +$865K +16,946 +18%
RF
15
RHS Financial
California
$4.83M +$586K +11,479 +14%
FHA
16
First Horizon Advisors
Tennessee
$4.64M +$4.69M +91,865 New
KW
17
KWB Wealth
California
$4.48M -$115K -2,247 -2%
CA
18
Crumly & Associates
Illinois
$4.09M +$3.55M +69,515 +602%
FPGK
19
Financial Partners Group (Kansas)
Kansas
$3.28M -$759K -14,874 -19%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$3.09M +$243K +4,771 +8%
BFG
21
Berger Financial Group
Minnesota
$3.04M -$1.89K -37 -0.1%
Wells Fargo
22
Wells Fargo
California
$2.96M +$196K +3,848 +7%
Citigroup
23
Citigroup
New York
$2.81M +$412K +8,071 +17%
HFG
24
Heron Financial Group
New York
$2.62M +$57.6K +1,129 +2%
RJA
25
Raymond James & Associates
Florida
$2.58M -$248K -4,856 -9%

JPEM Hedge Fund Activity: Q2 2023 in Review

101 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Diversified Return Emerging Markets Equity ETF (JPEM) for Q2 2023, worth a combined $232M — up 13% from $205M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new JPEM positions and 6 closed out — a net gain of 14 holders — while 36 added to existing stakes and 32 trimmed.

The largest buyer was Cerity Partners, opening a new position worth an estimated $9.79M. The largest seller was CreativeOne Wealth, cutting an estimated $3.38M.

  • 101 institutional investors held JPMorgan Diversified Return Emerging Markets Equity ETF (JPEM) as of Q2 2023, up from 87 in Q1 2023.
  • Funds reported $232M of JPMorgan Diversified Return Emerging Markets Equity ETF stock for Q2 2023, up 13% quarter-over-quarter.
  • 20 funds opened new JPMorgan Diversified Return Emerging Markets Equity ETF positions in Q2 2023 and 6 closed out, a net change of +14 holders.
  • The largest JPMorgan Diversified Return Emerging Markets Equity ETF buyer in Q2 2023 was Cerity Partners, an estimated $9.79M added.
  • The largest JPMorgan Diversified Return Emerging Markets Equity ETF seller in Q2 2023 was CreativeOne Wealth, an estimated $3.38M sold.

Based on aggregated 13F filings for Q2 2023.