JPM Diversified Ret Em EquitJPEMETF
13F holders, Q2 2026 (June 30)114holders −13
5new positions
16sold out
1famous investor
$62.78avg. 13F price*
At the end of Q2 2026, 114 institutions reported holding JPM Diversified Ret Em Equit (JPEM) in their 13F filings, down 13 from Q1 2026. 5 opened new positions and 16 sold out. The largest holders were LPL Financial LLC ($23.8M), Bank of America Corp. ($21.2M) and Morgan Stanley ($14.7M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- JPM Diversified Ret Em Equit
- Filed as
- J P MORGAN EXCHANGE TRADED F (Q2 2026)
- CUSIP
- 46641Q308
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $593K |
| Exits | 16 | $7.2M |
All 13F filers, Q1 2026 → Q2 2026: 379,028 shares bought and 380,633 shares sold, net −1,605 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 114 holders
| LPL Financial LLC | 0.01% | Add +2.7% | 378,373 | $23.8M |
| Bank of America Corp. | 0.00% | Add +3.0% | 338,153 | $21.2M |
| Morgan Stanley | 0.00% | Add +8.2% | 233,928 | $14.7M |
| Cetera Investment Advisers | 0.01% | Reduce -2.0% | 206,141 | $12.9M |
| SAM Advisors, LLC | 3.45% | Add +2.1% | 201,299 | $12.6M |
| American Money Management, LLC | 1.77% | Add +3.4% | 196,972 | $12.4M |
| Wells Fargo & Company | 0.00% | Add +7.4% | 180,905 | $11.4M |
| Focus Partners Wealth | 0.01% | Add +1.3% | 160,092 | $10.1M |
| KWB Wealth | 0.84% | Reduce -1.7% | 156,463 | $9.8M |
| Old Mission Capital LLC | 0.23% | Add +95.6% | 143,158 | $9.0M |
| Ameriprise Financial Inc. | 0.00% | Add +9.7% | 131,487 | $8.3M |
| Avantax Planning Partners, Inc. | 0.20% | Add +3.1% | 127,408 | $8.0M |
| Segall Bryant & Hamill, LLC | 0.09% | Reduce -1.0% | 117,327 | $7.4M |
| Corient Private Wealth LP | 0.01% | Add +2052.0% | 117,326 | $7.4M |
| Cerity Partners LLC | 0.01% | Reduce -20.9% | 109,825 | $6.9M |
| Linscomb Wealth, Inc. | 0.30% | Reduce -6.3% | 108,749 | $6.8M |
| UBS Group AG | 0.00% | Add +0.4% | 105,317 | $6.6M |
| Osaic Holdings, Inc. | 0.01% | Add +15.7% | 91,997 | $5.8M |
| Marshall Wace, LLP | 0.00% | No change | 87,740 | $5.5M |
| JPMorgan Chase & Co. | 0.00% | Reduce -7.0% | 78,051 | $4.9M |
| Goldman Sachs Group Inc. | 0.00% | Add +68.2% | 76,590 | $4.8M |
| Summit Financial, LLC | 0.05% | Add +12.9% | 71,555 | $4.5M |
| Avestar Capital, LLC | 0.26% | Add +5.9% | 71,243 | $4.5M |
| Jones Financial Companies LLLP | 0.00% | Add +5.2% | 70,777 | $4.4M |
| Berger Financial Group, Inc | 0.22% | Reduce -2.2% | 68,223 | $4.3M |
| Commonwealth Equity Services, LLC | 0.01% | Add +1.3% | 64,100 | $4.0M |
| Jacobi Capital Management LLC | 0.18% | Add +8.9% | 59,240 | $3.7M |
| Raymond James Financial Inc. | 0.00% | Add +1.0% | 58,129 | $3.6M |
| Citigroup Inc. | 0.00% | Reduce -0.5% | 50,672 | $3.2M |
| Schiavi & Co LLC | 0.81% | Add +13.5% | 49,032 | $3.1M |
| Kingsview Wealth Management, LLC | 0.03% | Add +0.8% | 45,821 | $2.9M |
| RHS Financial, LLC | 1.05% | Reduce -19.3% | 41,397 | $2.6M |
| Citadel Advisors | 0.00% | Reduce -18.1% | 41,334 | $2.6M |
| Tiemann Investment Advisors, LLC | 0.84% | Reduce -0.6% | 36,960 | $2.3M |
| Flow Traders U.S. LLC | 0.08% | Add +22.9% | 31,901 | $2.0M |
| Royal Bank of Canada | 0.00% | Add +14.5% | 29,590 | $1.9M |
| Birchwood Financial Partners, Inc. | 1.52% | Add +2.6% | 29,577 | $1.9M |
| Tactive Advisors, LLC | 0.43% | Reduce -63.5% | 27,970 | $1.8M |
| Focus Financial Network, Inc. | 0.05% | Add +3.5% | 27,875 | $1.8M |
| Virtu Financial LLC | 0.05% | Add +125.7% | 24,593 | $1.5M |
| &partners | 0.01% | Add +5.1% | 24,474 | $1.5M |
| Accel Wealth Management | 0.32% | Reduce -34.1% | 22,336 | $1.4M |
| Natixis Advisors, LLC | 0.00% | Add +9.1% | 22,238 | $1.4M |
| BKM Wealth Management, LLC | 0.48% | Reduce -32.6% | 21,438 | $1.3M |
| Jane Street Group, LLC | 0.00% | Reduce -34.3% | 20,355 | $1.3M |
| Argent Trust Co | 0.03% | Add +0.3% | 14,529 | $912K |
| Bond & Devick Financial Network, Inc. | 0.22% | No change | 14,151 | $888K |
| Moneco Advisors, LLC | 0.05% | Add +6.0% | 14,096 | $885K |
| Susquehanna International Group, LLP | 0.00% | Reduce -3.4% | 13,781 | $865K |
| Avidian Wealth Enterprises, LLC | 0.02% | Add +0.5% | 12,905 | $810K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +11.8% | 12,564 | $789K |
| Amplius Wealth Advisors, LLC | 0.06% | Reduce -20.4% | 12,038 | $756K |
| Strategic Financial Concepts, LLC | 0.22% | Reduce -78.1% | 11,595 | $728K |
| Kelly Financial Group LLC | 0.16% | Reduce -4.1% | 11,246 | $706K |
| Sigma Planning Corp | 0.02% | Add +2.8% | 10,861 | $682K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -67.3% | 10,824 | $680K |
| L & S Advisors Inc | 0.06% | Add +4.3% | 9,870 | $620K |
| 5T Wealth, LLC | 0.23% | Reduce -27.3% | 9,641 | $605K |
| Cedar Point Capital Partners, LLC | 0.32% | Reduce -14.7% | 8,947 | $562K |
| Wealthedge Investment Advisors, LLC | 0.19% | Reduce -15.2% | 8,883 | $558K |
| Merit Financial Group, LLC | 0.00% | Reduce -68.0% | 8,628 | $542K |
| Barnes Pettey Financial Advisors, LLC | 0.17% | Add +3.3% | 8,507 | $534K |
| Captrust Financial Advisors | 0.00% | Add +3.5% | 8,307 | $522K |
| Private Advisor Group, LLC | 0.00% | Add +52.4% | 8,112 | $509K |
| Equitable Holdings, Inc. | 0.00% | Reduce -24.9% | 6,999 | $439K |
| Allworth Financial LP | 0.00% | Reduce -49.6% | 6,781 | $426K |
| Daymark Wealth Partners, LLC | 0.01% | Reduce -12.5% | 6,664 | $418K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -3.3% | 6,506 | $408K |
| MML Investors Services, LLC | 0.00% | Add +2.2% | 6,198 | $389K |
| Shepherd Kaplan Krochuk, LLC | 0.30% | Reduce -8.8% | 6,078 | $382K |
| MLG Wealth Management DBA Pine Grove Financial Group | 0.04% | Reduce -4.3% | 5,815 | $365K |
| Sovran Advisors, LLC | 0.03% | Reduce -4.1% | 5,658 | $362K |
| Lodestone Wealth Management LLC | 0.13% | Reduce -2.1% | 5,656 | $355K |
| Sharkey, Howes & Javer | 0.04% | Reduce -31.2% | 5,002 | $314K |
| Beacon Pointe Advisors, LLC | 0.00% | New | 4,870 | $306K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -11.2% | 4,500 | $286K |
| Richard P Slaughter Associates Inc | 0.05% | No change | 4,341 | $273K |
| LOM Asset Management Ltd | 0.07% | No change | 4,255 | $267K |
| 3Chopt Investment Partners, LLC | 0.05% | No change | 4,147 | $260K |
| Huntington National Bank | 0.00% | No change | 4,093 | $257K |
| MN Wealth Advisors, LLC | 0.10% | Reduce -11.3% | 3,892 | $244K |
| RVW Wealth, LLC | 0.02% | No change | 3,779 | $237K |
| Precedent Wealth Partners, LLC | 0.04% | Reduce -21.8% | 3,710 | $233K |
| Asset One Wealth Management LLC | 0.02% | Reduce -50.2% | 3,466 | $221K |
| Aprio Wealth Management, LLC | 0.01% | No change | 3,500 | $220K |
| Walkner Condon Financial Advisors LLC | 0.03% | Add +2.4% | 3,496 | $219K |
| Stonehaven Wealth & Tax Solutions, LLC | 0.16% | New | 3,246 | $204K |
| Assetmark, Inc. | 0.00% | No change | 3,130 | $197K |
| Harbor Asset Planning, Inc. | 0.12% | Add +1.1% | 2,463 | $155K |
| Farther Finance Advisors, LLC | 0.00% | Add +79.4% | 2,239 | $141K |
| BlackRock, Inc. | 0.00% | Add +57.9% | 1,754 | $110K |
| SYM FINANCIAL Corp | 0.01% | Reduce -4.6% | 1,578 | $99K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +914.3% | 1,562 | $98K |
| Continuum Advisory, LLC | 0.01% | New | 1,227 | $77K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | No change | 968 | $61K |
| Richards, Merrill & Peterson, Inc. | 0.02% | No change | 846 | $53K |
| NewEdge Advisors, LLC | 0.00% | Add +1.1% | 662 | $42K |
| First Pacific Financial | 0.00% | Reduce -20.1% | 420 | $26K |
| Ancora Advisors LLC | 0.00% | No change | 350 | $22K |
| FMR LLC | 0.00% | No change | 335 | $21K |
"% of holder's portfolio" is JPEM's weight in each manager's 13F, not the share of JPM Diversified Ret Em Equit the manager owns.