Dynamic Advisor Solutions LLC Reduces Stake in JPMorgan ActiveBuilders Emerging Markets Equity ETF

On October 12, 2024, it was reported that Dynamic Advisor Solutions LLC has reduced its investment in the JPMorgan ActiveBuilders Emerging Markets Equity ETF (BATS:JEMA) by 1.5% during the third quarter of the year. This change is detailed in their latest 13F filing with the Securities and Exchange Commission (SEC).

As of the most recent filing, Dynamic Advisor Solutions LLC now holds 16,328 shares of the ETF after selling off 250 shares within the period. The current value of their investment stands at approximately $663,000, representing about 0.06% of the total shares in the JPMorgan ActiveBuilders Emerging Markets Equity ETF.

In addition to Dynamic Advisor’s repositioning, other institutional investors have also been active in the market concerning this ETF. Notably, Geneos Wealth Management Inc. took a new position in JPMorgan ActiveBuilders Emerging Markets Equity ETF during the first quarter, investing around $32,000. Furthermore, Security Financial Services Inc. increased its holding in the ETF by 7.0% in the same quarter, bringing its total shares to 10,508, valued at $385,000 after acquiring an additional 684 shares.

Lake Street Private Wealth LLC also grew its investment in JPMorgan ActiveBuilders, raising its stake by 2.2% in the first quarter. As a result, they now hold 18,059 shares, which are worth approximately $662,000 after purchasing an additional 392 shares. Additionally, in the second quarter, 3Chopt Investment Partners LLC expanded its position significantly, increasing by 20.6% to own 18,030 shares, a value of about $688,000 after acquiring 3,084 additional shares. Centennial Bank AR made notable changes as well, boosting its stake by a commendable 41.4%, ending up with 30,366 shares valued at $1,159,000 following the purchase of 8,884 shares.

Current Performance of JPMorgan ActiveBuilders Emerging Markets Equity ETF

As of the last trading session, the JPMorgan ActiveBuilders Emerging Markets Equity ETF opened at $41.12. The fund boasts a market capitalization of approximately $1.14 billion, with a price-to-earnings (PE) ratio of 14.32 and a beta of 0.94, indicating moderate volatility relative to the market. Its 50-day moving average stands at $38.89 while the 200-day moving average is at $38.07.

Understanding the JPMorgan ActiveBuilders Emerging Markets Equity ETF

The JPMorgan ActiveBuilders Emerging Markets Equity ETF, denoted as JEMA, is an exchange-traded fund designed to track the MSCI Emerging Markets index. This actively-managed fund utilizes a diverse set of strategies focused on equity investments within emerging markets that include various countries, regions, styles, and market capitalization sizes. The fund was established on March 10, 2021, and falls under the management of JPMorgan Chase.

Conclusion

The adjustments made by Dynamic Advisor Solutions LLC in its holdings of the JPMorgan ActiveBuilders Emerging Markets Equity ETF reflect ongoing changes in market positions by different institutional investors. As more investors enter or adjust their stakes within this ETF, monitoring these movements can provide insights into market trends and future performance.

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