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JPMorgan USD Emerging Markets Sovereign Bond ETF
JPMB

46 hedge funds and large institutions have $812M invested in JPMorgan USD Emerging Markets Sovereign Bond ETF in 2024 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 19 increasing their positions, 12 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 12

37% more capital invested

Capital invested by funds: $591M → $812M (+$220M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.52% less ownership

Funds ownership: 97.05% → 96.52% (-0.52%)

8% less funds holding

Funds holding: 50 → 46 (-4)

25% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 8

Holders
46
Holders Change
-4
Holders Change %
-8%
% of All Funds
0.61%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
6
Increased
19
Reduced
12
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$30.3M
2
RIG
RiverFront Investment Group
Virginia
+$3.89M
3
Jane Street
Jane Street
New York
+$3.12M
4
OMC
Old Mission Capital
Illinois
+$1.23M
5
Morgan Stanley
Morgan Stanley
New York
+$1.12M

Top Sellers

Rank Fund Capital Flow
1
AHSSHC
Adventist Health System Sunbelt Healthcare Corp
Florida
-$104M
2
FTUS
Flow Traders U.S.
New York
-$1.21M
3
GM
GeoWealth Management
Illinois
-$921K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$469K
5
LWMI
Landmark Wealth Management (Illinois)
Illinois
-$299K
Name Holding Trade Value Shares
Change 		Change in
Stake
PFA
26
Pure Financial Advisors
California
$590K +$43.6K +1,110 +8%
PFS
27
Prospera Financial Services
Texas
$415K +$9.97K +254 +2%
Bank of America
28
Bank of America
North Carolina
$397K -$133K -3,391 -25%
WS
29
Wedbush Securities
California
$346K -$87.3K -2,223 -20%
SC
30
Savant Capital
Illinois
$326K +$336K +8,572 New
CF
31
Convergence Financial
Missouri
$289K +$8.79K +224 +3%
Comerica Bank
32
Comerica Bank
Texas
$242K – – –
GI
33
GAMMA Investing
California
$241K +$86K +2,191 +53%
Osaic Holdings
34
Osaic Holdings
Arizona
$161K +$21K +536 +15%
Carson Wealth (CWM LLC)
35
Carson Wealth (CWM LLC)
Nebraska
$34K +$35.2K +898 New
TPCW
36
TD Private Client Wealth
New York
$33.6K – – –
MG
37
Mather Group
Illinois
$30.4K -$3.57K -91 -10%
Northwestern Mutual Wealth Management
38
Northwestern Mutual Wealth Management
Wisconsin
$13.6K – – –
IA
39
IFP Advisors
Florida
$7.46K +$7.69K +196 New
SWM
40
Spire Wealth Management
Virginia
$6.12K – – –
CWC
41
Carolinas Wealth Consulting
North Carolina
$5.39K – – –
US Bancorp
42
US Bancorp
Minnesota
$4.07K – – –
S
43
SignatureFD
Georgia
$3.41K – – –
Wells Fargo
44
Wells Fargo
California
$1.54K – – –
PS
45
Principal Securities
Iowa
$190 – – –
Fidelity Investments
46
Fidelity Investments
Massachusetts
$38 +$39 +1 New
FTUS
47
Flow Traders U.S.
New York
– -$1.21M -29,815 Closed
UAG
48
United Advisor Group
Ohio
– -$275K -6,775 Closed
MW
49
Marcum Wealth
Ohio
– -$256K -6,304 Closed
DAS
50
Dynamic Advisor Solutions
Arizona
– -$203K -5,000 Closed
1
2
3

JPMB Hedge Fund Activity: Q4 2024 in Review

46 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in JPMorgan USD Emerging Markets Sovereign Bond ETF (JPMB) for Q4 2024, worth a combined $812M — up 37% from $591M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of JPMB and 6 opened new positions — a net loss of 2 holders — while 12 trimmed existing stakes and 19 added.

The largest buyer was JP Morgan Chase, adding an estimated $30.3M. The largest seller was Adventist Health System Sunbelt Healthcare Corp, cutting an estimated $104M.

  • 46 institutional investors held JPMorgan USD Emerging Markets Sovereign Bond ETF (JPMB) as of Q4 2024, down from 50 in Q3 2024.
  • Funds reported $812M of JPMorgan USD Emerging Markets Sovereign Bond ETF stock for Q4 2024, up 37% quarter-over-quarter.
  • 6 funds opened new JPMorgan USD Emerging Markets Sovereign Bond ETF positions in Q4 2024 and 8 closed out, a net change of -2 holders.
  • The largest JPMorgan USD Emerging Markets Sovereign Bond ETF buyer in Q4 2024 was JP Morgan Chase, an estimated $30.3M added.
  • The largest JPMorgan USD Emerging Markets Sovereign Bond ETF seller in Q4 2024 was Adventist Health System Sunbelt Healthcare Corp, an estimated $104M sold.

Based on aggregated 13F filings for Q4 2024.