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JPMorgan USD Emerging Markets Sovereign Bond ETF

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: 11 (0)

0.52% less ownership

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

8% less funds holding

Funds holding: 5046 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$324M +$6.83K +174 +2%
AHSSHC
2
Adventist Health System Sunbelt Healthcare Corp
Florida
$310M -$104M -2,652,600 -25%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$41M -$202K -5,158 -0.5%
RIG
4
RiverFront Investment Group
Virginia
$39.3M +$3.89M +99,102 +11%
JP Morgan Chase
5
JP Morgan Chase
New York
$30.7M +$30.3M +772,244 +2,147%
Raymond James Financial
6
Raymond James Financial
Florida
$14.5M +$15M +381,056 New
LPL Financial
7
LPL Financial
California
$8.96M +$164K +4,190 +2%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$7.59M -$129K -3,289 -2%
CIM
9
Cambria Investment Management
California
$4.73M -$50.8K -1,295 -1%
Janney Montgomery Scott
10
Janney Montgomery Scott
Pennsylvania
$4.57M -$46.5K -1,184 -1%
Jane Street
11
Jane Street
New York
$3.94M +$3.12M +79,437 +329%
GM
12
GeoWealth Management
Illinois
$3.29M -$921K -23,470 -21%
LWMI
13
Landmark Wealth Management (Illinois)
Illinois
$2.74M -$299K -7,627 -10%
Stifel Financial
14
Stifel Financial
Missouri
$1.56M +$22.9K +583 +1%
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$1.53M -$469K -11,955 -23%
AWA
16
ARQ Wealth Advisors
Arizona
$1.45M +$233K +5,948 +19%
Truist Financial
17
Truist Financial
North Carolina
$1.38M -$128K -3,268 -8%
EH
18
Equitable Holdings
New York
$1.34M +$100K +2,557 +8%
FFWA
19
Forthright Family Wealth Advisory
Texas
$1.24M +$769K +19,584 +150%
OMC
20
Old Mission Capital
Illinois
$1.19M +$1.23M +31,300 New
Morgan Stanley
21
Morgan Stanley
New York
$1.12M +$1.12M +28,565 +3,695%
SHJ
22
Sharkey, Howes & Javer
Colorado
$656K +$46.4K +1,181 +7%
FFN
23
Focus Financial Network
Minnesota
$637K +$21.3K +543 +3%
Wealth Enhancement Advisory Services
24
Wealth Enhancement Advisory Services
Minnesota
$630K +$227K +5,777 +54%
SPIA
25
Steward Partners Investment Advisory
New York
$622K +$5.34K +136 +0.8%

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.