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JPMorgan Diversified Return Emerging Markets Equity ETF
JPEM

113 hedge funds and large institutions have $253M invested in JPMorgan Diversified Return Emerging Markets Equity ETF in 2024 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 50 increasing their positions, 38 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

39.51% more ownership

Funds ownership: 79.54% → 119.05% (+40%)

32% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 38

8% more capital invested

Capital invested by funds: $233M → $253M (+$19.4M)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

6% less funds holding

Funds holding: 120 → 113 (-7)

50% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 10

Holders
113
Holders Change
-7
Holders Change %
-5.83%
% of All Funds
1.62%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
5
Increased
50
Reduced
38
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IAIM
International Assets Investment Management
Florida
+$146M
2
SBH
Segall Bryant & Hamill
Illinois
+$9.19M
3
Bank of America
Bank of America
North Carolina
+$4.28M
4
OMC
Old Mission Capital
Illinois
+$2.41M
5
APP
Avantax Planning Partners
Iowa
+$2.18M

Top Sellers

1
SFC
Strategic Financial Concepts
Texas
-$26.6M
2
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$6.91M
3
Jane Street
Jane Street
New York
-$2.21M
4
EAM
Empirical Asset Management
Massachusetts
-$1.04M
5
Corient Private Wealth
Corient Private Wealth
Florida
-$964K
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
1
Bank of America
North Carolina
$23.5M +$4.28M +78,120 +23%
LPL Financial
2
LPL Financial
California
$16.5M +$998K +18,236 +7%
Morgan Stanley
3
Morgan Stanley
New York
$13.6M +$234K +4,282 +2%
SA
4
SAM Advisors
California
$9.97M +$96.2K +1,757 +1%
AMM
5
American Money Management
California
$9.81M +$644K +11,773 +7%
Corient Private Wealth
6
Corient Private Wealth
Florida
$9.61M -$964K -17,609 -9%
SBH
7
Segall Bryant & Hamill
Illinois
$9.51M +$9.19M +167,922 New
Cerity Partners
8
Cerity Partners
New York
$9.26M -$479K -8,757 -5%
PCIA
9
Prime Capital Investment Advisors
Kansas
$8.83M +$55.8K +1,019 +0.7%
LW
10
Linscomb Wealth
Texas
$8.75M -$385K -7,034 -4%
AAS
11
Avantax Advisory Services
Texas
$8.67M +$625K +11,422 +8%
KW
12
KWB Wealth
California
$7.58M +$343K +6,265 +5%
OMC
13
Old Mission Capital
Illinois
$7.47M +$2.41M +44,034 +50%
APP
14
Avantax Planning Partners
Iowa
$6.6M +$2.18M +39,905 +52%
FHA
15
First Horizon Advisors
Tennessee
$5.73M +$1.48M +27,088 +37%
AWA
16
Amplius Wealth Advisors
Pennsylvania
$5.49M -$216K -3,939 -4%
RF
17
RHS Financial
California
$5.26M -$915K -16,710 -15%
Citigroup
18
Citigroup
New York
$4.85M +$653K +11,929 +16%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$4.48M +$414K +7,567 +11%
Ameriprise
20
Ameriprise
Minnesota
$4.33M +$325K +5,931 +8%
JP Morgan Chase
21
JP Morgan Chase
New York
$3.75M -$275K -5,024 -7%
BFG
22
Berger Financial Group
Minnesota
$3.42M +$43.6K +796 +1%
FTUS
23
Flow Traders U.S.
New York
$3.26M +$2.06M +37,586 +188%
AC
24
Avestar Capital
New York
$2.54M -$199K -3,640 -8%
SC
25
Schiavi & Co
Delaware
$2.47M -$33.6K -613 -1%
1
2 3 4 5

JPEM Hedge Fund Activity: Q3 2024 in Review

113 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Diversified Return Emerging Markets Equity ETF (JPEM) for Q3 2024, worth a combined $253M — up 8.3% from $233M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of JPEM and 5 opened new positions — a net loss of 5 holders — while 38 trimmed existing stakes and 50 added.

The largest buyer was International Assets Investment Management, adding an estimated $146M. The largest seller was Strategic Financial Concepts, cutting an estimated $26.6M.

  • 113 institutional investors held JPMorgan Diversified Return Emerging Markets Equity ETF (JPEM) as of Q3 2024, down from 120 in Q2 2024.
  • Funds reported $253M of JPMorgan Diversified Return Emerging Markets Equity ETF stock for Q3 2024, up 8.3% quarter-over-quarter.
  • 5 funds opened new JPMorgan Diversified Return Emerging Markets Equity ETF positions in Q3 2024 and 10 closed out, a net change of -5 holders.
  • The largest JPMorgan Diversified Return Emerging Markets Equity ETF buyer in Q3 2024 was International Assets Investment Management, an estimated $146M added.
  • The largest JPMorgan Diversified Return Emerging Markets Equity ETF seller in Q3 2024 was Strategic Financial Concepts, an estimated $26.6M sold.

Based on aggregated 13F filings for Q3 2024.