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JPMorgan Diversified Return Emerging Markets Equity ETF

120 hedge funds and large institutions have $233M invested in JPMorgan Diversified Return Emerging Markets Equity ETF in 2024 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 37 increasing their positions, 49 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 10

5% more funds holding

Funds holding: 114120 (+6)

2.81% more ownership

Funds ownership: 76.74%79.54% (+2.8%)

2% less capital invested

Capital invested by funds: $238M → $233M (-$4.26M)

24% less repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 49

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
120
Holders Change
+6
Holders Change %
+5.26%
% of All Funds
1.73%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
18
Increased
37
Reduced
49
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$18.2M +$544K +9,906 +3%
LPL Financial
2
LPL Financial
California
$14.7M +$779K +14,190 +5%
Morgan Stanley
3
Morgan Stanley
New York
$12.7M +$4.57M +83,330 +55%
Corient Private Wealth
4
Corient Private Wealth
Florida
$10.1M -$848K -15,453 -8%
SA
5
SAM Advisors
California
$9.42M -$40.1K -731 -0.4%
Cerity Partners
6
Cerity Partners
New York
$9.32M -$306K -5,568 -3%
LW
7
Linscomb Wealth
Texas
$8.74M -$220K -4,001 -2%
AMM
8
American Money Management
California
$8.73M +$115K +2,096 +1%
PCIA
9
Prime Capital Investment Advisors
Kansas
$8.38M +$8.5M +154,873 New
AAS
10
Avantax Advisory Services
Texas
$7.66M +$295K +5,377 +4%
KW
11
KWB Wealth
California
$7.16M -$266K -4,850 -3%
Focus Partners Wealth
12
Focus Partners Wealth
Massachusetts
$6.91M -$157K -2,853 -2%
RF
13
RHS Financial
California
$5.93M +$135K +2,462 +2%
AWA
14
Amplius Wealth Advisors
Pennsylvania
$5.46M -$218K -3,977 -4%
OMC
15
Old Mission Capital
Illinois
$4.75M +$1.49M +27,198 +45%
APP
16
Avantax Planning Partners
Iowa
$4.15M +$4.21M +76,669 New
FHA
17
First Horizon Advisors
Tennessee
$4.01M +$144K +2,616 +4%
Citigroup
18
Citigroup
New York
$3.99M -$39.8K -726 -1%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$3.87M -$3.46K -63 -0.1%
JP Morgan Chase
20
JP Morgan Chase
New York
$3.85M -$655K -11,942 -14%
Ameriprise
21
Ameriprise
Minnesota
$3.82M +$1.44M +26,243 +59%
Jane Street
22
Jane Street
New York
$3.8M -$1.41M -25,645 -27%
BFG
23
Berger Financial Group
Minnesota
$3.22M -$63.3K -1,153 -2%
4WM
24
49 Wealth Management
Texas
$2.93M -$21.2M -385,608 -88%
AC
25
Avestar Capital
New York
$2.62M +$97.7K +1,780 +4%

JPEM Hedge Fund Activity: Q2 2024 in Review

120 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Diversified Return Emerging Markets Equity ETF (JPEM) for Q2 2024, worth a combined $233M — down 1.8% from $238M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new JPEM positions and 10 closed out — a net gain of 8 holders — while 37 added to existing stakes and 49 trimmed.

The largest buyer was Strategic Financial Concepts, adding an estimated $24.7M. The largest seller was 49 Wealth Management, cutting an estimated $21.2M.

  • 120 institutional investors held JPMorgan Diversified Return Emerging Markets Equity ETF (JPEM) as of Q2 2024, up from 114 in Q1 2024.
  • Funds reported $233M of JPMorgan Diversified Return Emerging Markets Equity ETF stock for Q2 2024, down 1.8% quarter-over-quarter.
  • 18 funds opened new JPMorgan Diversified Return Emerging Markets Equity ETF positions in Q2 2024 and 10 closed out, a net change of +8 holders.
  • The largest JPMorgan Diversified Return Emerging Markets Equity ETF buyer in Q2 2024 was Strategic Financial Concepts, an estimated $24.7M added.
  • The largest JPMorgan Diversified Return Emerging Markets Equity ETF seller in Q2 2024 was 49 Wealth Management, an estimated $21.2M sold.

Based on aggregated 13F filings for Q2 2024.