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JPMorgan USD Emerging Markets Sovereign Bond ETF
JPMB

50 hedge funds and large institutions have $591M invested in JPMorgan USD Emerging Markets Sovereign Bond ETF in 2024 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 32 increasing their positions, 7 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

357% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 7

17% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 6

2% more funds holding

Funds holding: 49 → 50 (+1)

1% more capital invested

Capital invested by funds: $583M → $591M (+$7.85M)

0.33% more ownership

Funds ownership: 96.71% → 97.05% (+0.33%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
50
Holders Change
+1
Holders Change %
+2.04%
% of All Funds
0.72%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
7
Increased
32
Reduced
7
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RIG
RiverFront Investment Group
Virginia
+$17.9M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$17.1M
3
RJA
Raymond James & Associates
Florida
+$7.08M
4
LPL Financial
LPL Financial
California
+$6.46M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$3.72M

Top Sellers

Rank Fund Capital Flow
1
AHSSHC
Adventist Health System Sunbelt Healthcare Corp
Florida
-$81.2M
2
MCWS
McKinley Carter Wealth Services
West Virginia
-$3.63M
3
Citadel Advisors
Citadel Advisors
Florida
-$649K
4
Jane Street
Jane Street
New York
-$444K
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$386K
Name Holding Trade Value Shares
Change 		Change in
Stake
Wealth Enhancement Advisory Services
26
Wealth Enhancement Advisory Services
Minnesota
$439K +$428K +10,797 New
PFS
27
Prospera Financial Services
Texas
$432K -$1.98K -50 -0.5%
SFA
28
Source Financial Advisors
New York
$345K +$337K +8,502 New
Koshinski Asset Management
29
Koshinski Asset Management
Illinois
$338K +$82K +2,066 +33%
CF
30
Convergence Financial
Missouri
$299K +$27.5K +693 +10%
UAG
31
United Advisor Group
Ohio
$275K -$18.6K -469 -6%
Comerica Bank
32
Comerica Bank
Texas
$259K +$117K +2,953 +86%
MW
33
Marcum Wealth
Ohio
$256K +$250K +6,304 New
DAS
34
Dynamic Advisor Solutions
Arizona
$203K +$198K +5,000 New
GI
35
GAMMA Investing
California
$168K +$125K +3,161 +325%
Osaic Holdings
36
Osaic Holdings
Arizona
$150K +$77K +1,940 +111%
MG
37
Mather Group
Illinois
$36.1K +$754 +19 +2%
TPCW
38
TD Private Client Wealth
New York
$35.9K +$13.9K +351 +66%
Morgan Stanley
39
Morgan Stanley
New York
$31.4K +$14.1K +355 +85%
Northwestern Mutual Wealth Management
40
Northwestern Mutual Wealth Management
Wisconsin
$14.5K +$14.2K +357 New
BCWM
41
Bartlett & Co Wealth Management
Ohio
$9.14K – – –
SWM
42
Spire Wealth Management
Virginia
$6.54K +$3.13K +79 +96%
CWC
43
Carolinas Wealth Consulting
North Carolina
$5.73K +$2.34K +59 +72%
APC
44
Aspire Private Capital
North Carolina
$5.32K -$27.6K -695 -84%
US Bancorp
45
US Bancorp
Minnesota
$4.35K +$1.98K +50 +88%
S
46
SignatureFD
Georgia
$3.64K +$1.07K +27 +43%
SS
47
Sunbelt Securities
Texas
$3.29K – – –
Wells Fargo
48
Wells Fargo
California
$1.67K +$1.59K +40 +4,000%
FFA
49
Frazier Financial Advisors
Ohio
$1.19K – – –
PS
50
Principal Securities
Iowa
$203 – – –
1
2
3

JPMB Hedge Fund Activity: Q3 2024 in Review

50 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in JPMorgan USD Emerging Markets Sovereign Bond ETF (JPMB) for Q3 2024, worth a combined $591M — up 1.3% from $583M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new JPMB positions and 6 closed out — a net gain of 1 holder — while 32 added to existing stakes and 7 trimmed.

The largest buyer was RiverFront Investment Group, adding an estimated $17.9M. The largest seller was Adventist Health System Sunbelt Healthcare Corp, cutting an estimated $81.2M.

  • 50 institutional investors held JPMorgan USD Emerging Markets Sovereign Bond ETF (JPMB) as of Q3 2024, up from 49 in Q2 2024.
  • Funds reported $591M of JPMorgan USD Emerging Markets Sovereign Bond ETF stock for Q3 2024, up 1.3% quarter-over-quarter.
  • 7 funds opened new JPMorgan USD Emerging Markets Sovereign Bond ETF positions in Q3 2024 and 6 closed out, a net change of +1 holder.
  • The largest JPMorgan USD Emerging Markets Sovereign Bond ETF buyer in Q3 2024 was RiverFront Investment Group, an estimated $17.9M added.
  • The largest JPMorgan USD Emerging Markets Sovereign Bond ETF seller in Q3 2024 was Adventist Health System Sunbelt Healthcare Corp, an estimated $81.2M sold.

Based on aggregated 13F filings for Q3 2024.