JPM Diversified Ret Em EquitJPEMETF
13F holders, Q1 2024 (March 31)113holders
1famous investor
$53.46avg. 13F price*
At the end of Q1 2024, 113 institutions reported holding JPM Diversified Ret Em Equit (JPEM) in their 13F filings. The largest holders were 49 Wealth Management, LLC ($23.6M), Bank of America Corp. ($17.4M) and LPL Financial LLC ($13.8M). 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 (Q1 2024)
- CUSIP
- 46641Q308
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 13 | $12.0M |
| Exits | 10 | $1.9M |
Ownership 113 holders
| 49 Wealth Management, LLC | 5.05% | Add +12.3% | 439,758 | $23.6M |
| Bank of America Corp. | 0.00% | Add +17.8% | 326,394 | $17.4M |
| LPL Financial LLC | 0.01% | Add +2.5% | 258,110 | $13.8M |
| Corient Private Wealth LP | 0.02% | Reduce -2.4% | 202,786 | $10.8M |
| Cerity Partners LLC | 0.03% | Reduce -1.5% | 177,895 | $9.5M |
| SAM Advisors, LLC | 3.45% | Add +2.2% | 174,998 | $9.4M |
| Linscomb Wealth, Inc. | 0.46% | Reduce -2.1% | 165,612 | $8.9M |
| American Money Management, LLC | 1.78% | Add +11.8% | 159,414 | $8.5M |
| Morgan Stanley | 0.00% | Reduce -3.8% | 151,785 | $8.1M |
| KWB Wealth | 1.00% | Add +1.7% | 138,838 | $7.4M |
| Avantax Advisory Services, Inc. | 0.06% | Add +8.5% | 136,296 | $7.3M |
| Focus Partners Wealth | 0.06% | New | 126,986 | $6.9M |
| RHS Financial, LLC | 3.34% | Add +2.0% | 107,179 | $5.7M |
| Amplius Wealth Advisors, LLC | 0.63% | Reduce -36.8% | 104,884 | $5.6M |
| Jane Street Group, LLC | 0.01% | Add +286.8% | 95,839 | $5.1M |
| JPMorgan Chase & Co. | 0.00% | Add +61.1% | 83,120 | $4.4M |
| Citigroup Inc. | 0.00% | Add +18.1% | 74,418 | $4.0M |
| Commonwealth Equity Services, LLC | 0.01% | Add +0.4% | 71,653 | $3.8M |
| First Horizon Advisors, Inc. | 0.12% | Reduce -1.3% | 71,453 | $3.8M |
| Berger Financial Group, Inc | 0.27% | Add +4.5% | 60,689 | $3.2M |
| Old Mission Capital LLC | 0.08% | Add +127.5% | 60,669 | $3.2M |
| Wells Fargo & Company | 0.00% | Add +1.2% | 48,098 | $2.6M |
| Avestar Capital, LLC | 0.29% | Add +72.3% | 46,696 | $2.5M |
| Strategic Financial Concepts, LLC | 0.59% | Add +30.8% | 45,884 | $2.5M |
| Schiavi & Co LLC | 0.94% | Reduce -1.0% | 44,618 | $2.4M |
| Ameriprise Financial Inc. | 0.00% | Reduce -63.5% | 44,342 | $2.4M |
| Raymond James & Associates | 0.00% | Reduce -25.5% | 43,401 | $2.3M |
| Wolf Group Capital Advisors | 1.01% | No change | 42,050 | $2.1M |
| Tiemann Investment Advisors, LLC | 0.85% | Add +7.8% | 35,418 | $1.9M |
| Edge Financial Advisors LLC | 1.65% | — | 35,093 | $1.9M |
| Atria Wealth Solutions, Inc. | 0.02% | Reduce -13.1% | 33,087 | $1.8M |
| Wealthspire Advisors, LLC | 0.02% | Reduce -31.5% | 32,847 | $1.8M |
| Royal Bank of Canada | 0.00% | Add +198.0% | 30,425 | $1.6M |
| Osaic Holdings, Inc. | 0.00% | Add +46.7% | 30,172 | $1.6M |
| Empirical Asset Management, LLC | 0.74% | Reduce -4.1% | 28,685 | $1.5M |
| Townsquare Capital LLC | 0.02% | Reduce -58.9% | 26,768 | $1.4M |
| Jacobi Capital Management LLC | 0.13% | New | 25,402 | $1.4M |
| Cedar Point Capital Partners, LLC | 0.99% | Reduce -0.1% | 24,284 | $1.3M |
| Cetera Investment Advisers | 0.00% | New | 23,468 | $1.3M |
| Shepherd Kaplan Krochuk, LLC | 0.97% | Reduce -18.8% | 22,799 | $1.2M |
| Allworth Financial LP | 0.01% | Reduce -7.2% | 22,731 | $1.2M |
| Focus Financial Network, Inc. | 0.06% | — | 22,389 | $1.2M |
| Occidental Asset Management, LLC | 0.22% | Add +3.2% | 21,765 | $1.2M |
| Private Advisor Group, LLC | 0.01% | Reduce -8.8% | 21,412 | $1.1M |
| Integrated Wealth Concepts LLC | 0.02% | Add +0.3% | 20,890 | $1.1M |
| Kingsview Wealth Management, LLC | 0.03% | Add +31.8% | 19,549 | $1.0M |
| Visionary Wealth Advisors | 0.07% | Add +9.3% | 19,242 | $1.0M |
| Precedent Wealth Partners, LLC | 0.40% | Reduce -4.9% | 17,630 | $942K |
| Argent Trust Co | 0.04% | No change | 17,335 | $926K |
| Envestnet Asset Management Inc. | 0.00% | Add +17.7% | 16,780 | $897K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +4.8% | 16,763 | $896K |
| Accel Wealth Management | 0.35% | Reduce -8.0% | 15,255 | $815K |
| Daymark Wealth Partners, LLC | 0.04% | Add +78.2% | 14,121 | $755K |
| Slow Capital, Inc. | 0.12% | Reduce -33.3% | 14,098 | $753K |
| Signet Financial Management, LLC | 0.10% | Add +77.4% | 14,001 | $748K |
| Bond & Devick Financial Network, Inc. | 0.38% | No change | 13,264 | $709K |
| BKM Wealth Management, LLC | 0.30% | Add +2.1% | 13,116 | $701K |
| Sharkey, Howes & Javer | 0.11% | Reduce -30.5% | 12,627 | $675K |
| Richard P Slaughter Associates Inc | 0.15% | No change | 11,969 | $640K |
| Trilogy Capital Inc. | 0.04% | Reduce -33.9% | 11,842 | $633K |
| UBS Group AG | 0.00% | Add +8.6% | 11,190 | $598K |
| Sequent Planning LLC | 0.21% | — | 11,076 | $592K |
| Trivium Point Advisory, LLC | 0.12% | Add +20.3% | 10,478 | $560K |
| CreativeOne Wealth, LLC | 0.02% | Reduce -7.2% | 10,095 | $540K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +5.5% | 9,170 | $490K |
| Tactive Advisors, LLC | 0.26% | New | 9,057 | $484K |
| Sigma Planning Corp | 0.01% | New | 8,360 | $447K |
| MML Investors Services, LLC | 0.00% | Reduce -4.9% | 8,156 | $436K |
| EdgeRock Capital LLC | 0.34% | Reduce -0.0% | 7,898 | $422K |
| Captrust Financial Advisors | 0.00% | Reduce -0.5% | 7,650 | $409K |
| Raymond James Trust N.A. | 0.01% | Add +12.8% | 7,254 | $388K |
| Lodestone Wealth Management LLC | 0.20% | Reduce -11.3% | 7,184 | $384K |
| Lincoln National Corp. | 0.01% | Add +7.6% | 6,777 | $362K |
| Cadence Bank | 0.03% | Reduce -4.1% | 6,637 | $355K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 6,543 | $350K |
| Goldman Sachs Group Inc. | 0.00% | New | 6,460 | $345K |
| MN Wealth Advisors, LLC | 0.21% | Add +2.6% | 6,379 | $341K |
| Mariner, LLC | 0.00% | Reduce -19.9% | 6,078 | $325K |
| L & S Advisors Inc | 0.04% | Add +2.4% | 5,974 | $319K |
| RFG Advisory, LLC | 0.01% | New | 5,847 | $312K |
| Dynamic Advisor Solutions LLC | 0.01% | Reduce -9.3% | 5,719 | $306K |
| Jones Financial Companies LLLP | 0.00% | Add +2227.6% | 5,237 | $280K |
| Advisory Services Network, LLC | 0.01% | Reduce -28.9% | 5,207 | $278K |
| Citadel Advisors | 0.00% | Reduce -90.6% | 5,086 | $272K |
| Nwam LLC | 0.02% | New | 4,436 | $246K |
| Teamwork Financial Advisors, LLC | 0.04% | Reduce -12.0% | 4,551 | $243K |
| Advisors Capital Management, LLC | 0.00% | Reduce -15.7% | 4,536 | $242K |
| Walkner Condon Financial Advisors LLC | 0.04% | Reduce -31.9% | 3,928 | $210K |
| Flow Traders U.S. LLC | 0.01% | New | 3,806 | $203K |
| RVW Wealth, LLC | 0.02% | Reduce -1.6% | 3,788 | $202K |
| SYM FINANCIAL Corp | 0.03% | Reduce -2.6% | 2,878 | $154K |
| Concourse Financial Group Securities, Inc. | 0.01% | Add +29.5% | 2,820 | $151K |
| GPS Wealth Strategies Group, LLC | 0.02% | Reduce -6.5% | 1,966 | $105K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -69.7% | 1,622 | $87K |
| Rain Capital Management, LLC | 0.06% | Reduce -29.6% | 1,578 | $84K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | New | 1,214 | $65K |
| NewEdge Advisors, LLC | 0.00% | Add +0.1% | 1,132 | $61K |
| Ancora Advisors LLC | 0.00% | No change | 1,121 | $60K |
| AdvisorNet Financial, Inc | 0.01% | No change | 1,046 | $56K |
| US Bancorp \de | 0.00% | No change | 1,000 | $53K |
| Private Trust Co. NA | 0.00% | No change | 787 | $42K |
| Continuum Advisory, LLC | 0.01% | New | 725 | $40K |
| First Pacific Financial | 0.01% | Add +0.1% | 691 | $37K |
| ICA Group Wealth Management, LLC | 0.01% | Add +51.1% | 485 | $26K |
| Wagner Wealth Management, LLC | 0.01% | Reduce -73.5% | 459 | $25K |
| IFP Advisors, Inc | 0.00% | Add +0.3% | 308 | $16K |
| Global Assets Advisory, LLC | 0.01% | New | 285 | $15K |
| Family Asset Management, LLC | 0.01% | Add +28.7% | 175 | $9K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -48.5% | 123 | $7K |
| Global Retirement Partners, LLC | 0.00% | Add +10.2% | 97 | $5K |
| Sound Income Strategies, LLC | 0.00% | Reduce -68.1% | 96 | $5K |
| Tidemark, LLC | 0.00% | No change | 90 | $5K |
| Investors Research Corp | 0.00% | No change | 72 | $4K |
"% 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.