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JPMorgan USD Emerging Markets Sovereign Bond ETF
JPMB

49 hedge funds and large institutions have $583M invested in JPMorgan USD Emerging Markets Sovereign Bond ETF in 2024 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 16 increasing their positions, 16 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 3

17% more funds holding

Funds holding: 42 → 49 (+7)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 16

0.86% less ownership

Funds ownership: 97.57% → 96.71% (-0.86%)

11% less capital invested

Capital invested by funds: $655M → $583M (-$71.9M)

Holders
49
Holders Change
+7
Holders Change %
+16.67%
% of All Funds
0.71%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
10
Increased
16
Reduced
16
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LWMI
Landmark Wealth Management (Illinois)
Illinois
+$2.98M
2
RIG
RiverFront Investment Group
Virginia
+$2.06M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$702K
4
Citadel Advisors
Citadel Advisors
Florida
+$650K
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$383K

Top Sellers

Rank Fund Capital Flow
1
AHSSHC
Adventist Health System Sunbelt Healthcare Corp
Florida
-$55.3M
2
Jane Street
Jane Street
New York
-$5.94M
3
H
HoyleCohen
California
-$3.61M
4
GM
GeoWealth Management
Illinois
-$2.68M
5
FTUS
Flow Traders U.S.
New York
-$1.78M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of Montreal
26
Bank of Montreal
Ontario, Canada
$386K +$383K +9,891 New
UAG
27
United Advisor Group
Ohio
$280K +$280K +7,244 New
CF
28
Convergence Financial
Missouri
$258K +$258K +6,675 New
Koshinski Asset Management
29
Koshinski Asset Management
Illinois
$244K +$243K +6,267 New
WS
30
Wedbush Securities
California
$227K -$3.17K -82 -1%
Comerica Bank
31
Comerica Bank
Texas
$132K -$503 -13 -0.4%
Osaic Holdings
32
Osaic Holdings
Arizona
$67.7K -$14.4K -371 -17%
GI
33
GAMMA Investing
California
$37.7K +$37.7K +974 New
MG
34
Mather Group
Illinois
$34.2K +$116 +3 +0.3%
APC
35
Aspire Private Capital
North Carolina
$31.9K -$1.04K -27 -3%
TPCW
36
TD Private Client Wealth
New York
$20.6K +$5.88K +152 +40%
Morgan Stanley
37
Morgan Stanley
New York
$16.2K +$12.3K +319 +322%
BCWM
38
Bartlett & Co Wealth Management
Ohio
$8.7K – – –
UBS Group
39
UBS Group
Switzerland
$6.77K +$6.77K +175 New
JFGIW
40
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$5.53K +$5.53K +143 New
CWC
41
Carolinas Wealth Consulting
North Carolina
$3.17K – – –
SWM
42
Spire Wealth Management
Virginia
$3.17K – – –
SS
43
Sunbelt Securities
Texas
$3.13K – – –
PA
44
Parallel Advisors
California
$2.75K +$2.75K +71 New
S
45
SignatureFD
Georgia
$2.43K – – –
US Bancorp
46
US Bancorp
Minnesota
$2.2K – – –
FFA
47
Frazier Financial Advisors
Ohio
$1.12K +$39 +1 +4%
PS
48
Principal Securities
Iowa
$193 – – –
Wells Fargo
49
Wells Fargo
California
$22 -$7K -181 -99%
H
50
HoyleCohen
California
– -$3.61M -91,912 Closed
1
2
3

JPMB Hedge Fund Activity: Q2 2024 in Review

49 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in JPMorgan USD Emerging Markets Sovereign Bond ETF (JPMB) for Q2 2024, worth a combined $583M — down 11% from $655M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new JPMB positions and 3 closed out — a net gain of 7 holders — while 16 added to existing stakes and 16 trimmed.

The largest buyer was Landmark Wealth Management (Illinois), opening a new position worth an estimated $2.98M. The largest seller was Adventist Health System Sunbelt Healthcare Corp, cutting an estimated $55.3M.

  • 49 institutional investors held JPMorgan USD Emerging Markets Sovereign Bond ETF (JPMB) as of Q2 2024, up from 42 in Q1 2024.
  • Funds reported $583M of JPMorgan USD Emerging Markets Sovereign Bond ETF stock for Q2 2024, down 11% quarter-over-quarter.
  • 10 funds opened new JPMorgan USD Emerging Markets Sovereign Bond ETF positions in Q2 2024 and 3 closed out, a net change of +7 holders.
  • The largest JPMorgan USD Emerging Markets Sovereign Bond ETF buyer in Q2 2024 was Landmark Wealth Management (Illinois), an estimated $2.98M added.
  • The largest JPMorgan USD Emerging Markets Sovereign Bond ETF seller in Q2 2024 was Adventist Health System Sunbelt Healthcare Corp, an estimated $55.3M sold.

Based on aggregated 13F filings for Q2 2024.