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JPMorgan Diversified Return Emerging Markets Equity ETF

114 hedge funds and large institutions have $238M invested in JPMorgan Diversified Return Emerging Markets Equity ETF in 2024 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 46 increasing their positions, 43 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 10

3% more funds holding

Funds holding: 111114 (+3)

7% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 43

3% more capital invested

Capital invested by funds: $231M → $238M (+$6.19M)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

2.25% less ownership

Funds ownership: 78.98%76.74% (-2.2%)

Holders
114
Holders Change
+3
Holders Change %
+2.7%
% of All Funds
1.64%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
15
Increased
46
Reduced
43
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
4WM
1
49 Wealth Management
Texas
$23.6M +$2.54M +48,115 +12%
Bank of America
2
Bank of America
North Carolina
$17.4M +$2.6M +49,243 +18%
LPL Financial
3
LPL Financial
California
$13.8M +$339K +6,404 +3%
Corient Private Wealth
4
Corient Private Wealth
Florida
$10.8M -$266K -5,029 -2%
Cerity Partners
5
Cerity Partners
New York
$9.51M -$147K -2,783 -2%
SA
6
SAM Advisors
California
$9.35M +$203K +3,830 +2%
LW
7
Linscomb Wealth
Texas
$8.85M -$186K -3,517 -2%
AMM
8
American Money Management
California
$8.52M +$891K +16,844 +12%
Morgan Stanley
9
Morgan Stanley
New York
$8.11M -$8.65M -163,597 -52%
KW
10
KWB Wealth
California
$7.42M +$125K +2,371 +2%
AAS
11
Avantax Advisory Services
Texas
$7.28M +$565K +10,690 +9%
Focus Partners Wealth
12
Focus Partners Wealth
Massachusetts
$6.9M +$6.72M +126,986 New
RF
13
RHS Financial
California
$5.73M +$110K +2,086 +2%
AWA
14
Amplius Wealth Advisors
Pennsylvania
$5.61M -$3.23M -60,982 -37%
Jane Street
15
Jane Street
New York
$5.12M +$3.76M +71,060 +287%
JP Morgan Chase
16
JP Morgan Chase
New York
$4.44M +$1.67M +31,525 +61%
Citigroup
17
Citigroup
New York
$3.98M +$604K +11,417 +18%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$3.83M +$15.7K +296 +0.4%
FHA
19
First Horizon Advisors
Tennessee
$3.82M -$48.8K -923 -1%
BFG
20
Berger Financial Group
Minnesota
$3.24M +$140K +2,642 +5%
OMC
21
Old Mission Capital
Illinois
$3.24M +$1.8M +34,005 +128%
Wells Fargo
22
Wells Fargo
California
$2.57M +$29.1K +550 +1%
AC
23
Avestar Capital
New York
$2.5M +$1.04M +19,597 +72%
SFC
24
Strategic Financial Concepts
Texas
$2.45M +$572K +10,809 +31%
SC
25
Schiavi & Co
Delaware
$2.38M -$23.6K -447 -1%

JPEM Hedge Fund Activity: Q1 2024 in Review

114 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Diversified Return Emerging Markets Equity ETF (JPEM) for Q1 2024, worth a combined $238M — up 2.7% from $231M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new JPEM positions and 10 closed out — a net gain of 5 holders — while 46 added to existing stakes and 43 trimmed.

The largest buyer was Focus Partners Wealth, opening a new position worth an estimated $6.72M. The largest seller was Morgan Stanley, cutting an estimated $8.65M.

  • 114 institutional investors held JPMorgan Diversified Return Emerging Markets Equity ETF (JPEM) as of Q1 2024, up from 111 in Q4 2023.
  • Funds reported $238M of JPMorgan Diversified Return Emerging Markets Equity ETF stock for Q1 2024, up 2.7% quarter-over-quarter.
  • 15 funds opened new JPMorgan Diversified Return Emerging Markets Equity ETF positions in Q1 2024 and 10 closed out, a net change of +5 holders.
  • The largest JPMorgan Diversified Return Emerging Markets Equity ETF buyer in Q1 2024 was Focus Partners Wealth, an estimated $6.72M added.
  • The largest JPMorgan Diversified Return Emerging Markets Equity ETF seller in Q1 2024 was Morgan Stanley, an estimated $8.65M sold.

Based on aggregated 13F filings for Q1 2024.