JPMorgan Diversified Return Emerging Markets Equity ETF
JPEM
107 hedge funds and large institutions have $226M invested in JPMorgan Diversified Return Emerging Markets Equity ETF in 2023 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 41 increasing their positions, 36 reducing their positions, and 12 closing their positions.
58% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 12
14% more repeat investments, than reductions
Existing positions increased: 41 | Existing positions reduced: 36
6% more funds holding
Funds holding: 101 → 107 (+6)
2% less capital invested
Capital invested by funds: $232M → $226M (-$5.63M)
1.69% less ownership
Funds ownership: 77.65% → 75.96% (-1.7%)
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
+$5.76M |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$3.02M |
| 3 |
WANY
Wealthspire Advisors (New York)
New York
|
+$2.62M |
| 4 |
TC
TownSquare Capital
Provo,
Utah
|
+$2.54M |
| 5 |
ACM
Advisors Capital Management
Ridgewood,
New Jersey
|
+$2.21M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$6.54M |
| 2 |
TFA
Teamwork Financial Advisors
San Antonio,
Texas
|
-$6.52M |
| 3 |
Corient Private Wealth
Miami,
Florida
|
-$5.31M |
| 4 |
FPGK
Financial Partners Group (Kansas)
Overland Park,
Kansas
|
-$3.28M |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$2.72M |
JPEM Hedge Fund Activity: Q3 2023 in Review
107 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Diversified Return Emerging Markets Equity ETF (JPEM) for Q3 2023, worth a combined $226M — down 2.4% from $232M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new JPEM positions and 12 closed out — a net gain of 7 holders — while 41 added to existing stakes and 36 trimmed.
The largest buyer was Avantax Advisory Services, opening a new position worth an estimated $5.76M. The largest seller was AE Wealth Management, cutting an estimated $6.54M.
- 107 institutional investors held JPMorgan Diversified Return Emerging Markets Equity ETF (JPEM) as of Q3 2023, up from 101 in Q2 2023.
- Funds reported $226M of JPMorgan Diversified Return Emerging Markets Equity ETF stock for Q3 2023, down 2.4% quarter-over-quarter.
- 19 funds opened new JPMorgan Diversified Return Emerging Markets Equity ETF positions in Q3 2023 and 12 closed out, a net change of +7 holders.
- The largest JPMorgan Diversified Return Emerging Markets Equity ETF buyer in Q3 2023 was Avantax Advisory Services, an estimated $5.76M added.
- The largest JPMorgan Diversified Return Emerging Markets Equity ETF seller in Q3 2023 was AE Wealth Management, an estimated $6.54M sold.
Based on aggregated 13F filings for Q3 2023.