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JPMorgan Diversified Return Emerging Markets Equity ETF

120 hedge funds and large institutions have $249M invested in JPMorgan Diversified Return Emerging Markets Equity ETF in 2024 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 48 increasing their positions, 38 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 12

26% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 38

6% more funds holding

Funds holding: 113120 (+7)

2% less capital invested

Capital invested by funds: $253M → $249M (-$4M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

38.29% less ownership

Funds ownership: 119.05%80.76% (-38%)

Holders
120
Holders Change
+7
Holders Change %
+6.19%
% of All Funds
1.58%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
23
Increased
48
Reduced
38
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$15.2M +$108K +1,988 +0.7%
OMC
2
Old Mission Capital
Illinois
$12.1M +$5.5M +101,346 +77%
Morgan Stanley
3
Morgan Stanley
New York
$10.9M -$1.61M -29,574 -12%
SA
4
SAM Advisors
California
$9.71M +$593K +10,923 +6%
Bank of America
5
Bank of America
North Carolina
$9.46M -$12.6M -232,055 -56%
AMM
6
American Money Management
California
$9.46M +$487K +8,981 +5%
AAS
7
Avantax Advisory Services
Texas
$9.31M +$1.43M +26,307 +17%
SBH
8
Segall Bryant & Hamill
Illinois
$8.38M -$343K -6,329 -4%
Corient Private Wealth
9
Corient Private Wealth
Florida
$8.26M -$349K -6,438 -4%
KW
10
KWB Wealth
California
$8.25M +$296K +5,451 +4%
Cerity Partners
11
Cerity Partners
New York
$8.15M -$347K -6,395 -4%
PCIA
12
Prime Capital Investment Advisors
Kansas
$8.13M +$42.6K +785 +0.5%
LW
13
Linscomb Wealth
Texas
$8.04M +$24.5K +451 +0.3%
APP
14
Avantax Planning Partners
Iowa
$6.24M +$197K +3,624 +3%
Focus Partners Wealth
15
Focus Partners Wealth
Massachusetts
$6.22M +$6.51M +119,892 New
AWA
16
Amplius Wealth Advisors
Pennsylvania
$5.38M +$363K +6,682 +7%
FHA
17
First Horizon Advisors
Tennessee
$5.11M -$145K -2,663 -3%
Ameriprise
18
Ameriprise
Minnesota
$5.07M +$1.15M +21,244 +28%
Raymond James Financial
19
Raymond James Financial
Florida
$4.73M +$4.95M +91,206 New
Citigroup
20
Citigroup
New York
$4.5M +$63.8K +1,175 +1%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$4.41M +$316K +5,819 +7%
RF
22
RHS Financial
California
$4.26M -$585K -10,784 -12%
JP Morgan Chase
23
JP Morgan Chase
New York
$3.81M +$398K +7,341 +11%
AC
24
Avestar Capital
New York
$3.64M +$1.38M +25,374 +57%
IAA
25
Independent Advisor Alliance
North Carolina
$3.24M +$3.38M +62,363 New

JPEM Hedge Fund Activity: Q4 2024 in Review

120 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Diversified Return Emerging Markets Equity ETF (JPEM) for Q4 2024, worth a combined $249M — down 1.6% from $253M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new JPEM positions and 12 closed out — a net gain of 11 holders — while 48 added to existing stakes and 38 trimmed.

The largest buyer was Focus Partners Wealth, opening a new position worth an estimated $6.51M. The largest seller was Bank of America, cutting an estimated $12.6M.

  • 120 institutional investors held JPMorgan Diversified Return Emerging Markets Equity ETF (JPEM) as of Q4 2024, up from 113 in Q3 2024.
  • Funds reported $249M of JPMorgan Diversified Return Emerging Markets Equity ETF stock for Q4 2024, down 1.6% quarter-over-quarter.
  • 23 funds opened new JPMorgan Diversified Return Emerging Markets Equity ETF positions in Q4 2024 and 12 closed out, a net change of +11 holders.
  • The largest JPMorgan Diversified Return Emerging Markets Equity ETF buyer in Q4 2024 was Focus Partners Wealth, an estimated $6.51M added.
  • The largest JPMorgan Diversified Return Emerging Markets Equity ETF seller in Q4 2024 was Bank of America, an estimated $12.6M sold.

Based on aggregated 13F filings for Q4 2024.