JPM Diversified Ret Em EquitJPEMETF
13F holders, Q2 2024 (June 30)120holders +7
18new positions
10sold out
$48.85avg. 13F price*
At the end of Q2 2024, 120 institutions reported holding JPM Diversified Ret Em Equit (JPEM) in their 13F filings, up 7 from Q1 2024. 18 opened new positions and 10 sold out. The largest holders were Bank of America Corp. ($18.2M), LPL Financial LLC ($14.7M) and Morgan Stanley ($12.7M).
- Company
- JPM Diversified Ret Em Equit
- Filed as
- J P MORGAN EXCHANGE TRADED F (Q2 2024)
- CUSIP
- 46641Q308
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 18 | $16.7M |
| Exits | 10 | $2.5M |
All 13F filers, Q1 2024 → Q2 2024: 1,016,280 shares bought and 649,025 shares sold, net +367,255 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 120 holders
| Bank of America Corp. | 0.00% | Add +3.0% | 336,300 | $18.2M |
| LPL Financial LLC | 0.01% | Add +5.5% | 272,300 | $14.7M |
| Morgan Stanley | 0.00% | Add +54.9% | 235,115 | $12.7M |
| Corient Private Wealth LP | 0.02% | Reduce -7.6% | 187,333 | $10.1M |
| SAM Advisors, LLC | 3.45% | Reduce -0.4% | 174,267 | $9.4M |
| Cerity Partners LLC | 0.03% | Reduce -3.1% | 172,327 | $9.3M |
| Linscomb Wealth, Inc. | 0.45% | Reduce -2.4% | 161,611 | $8.7M |
| American Money Management, LLC | 1.86% | Add +1.3% | 161,510 | $8.7M |
| Prime Capital Investment Advisors, LLC | 0.12% | New | 154,873 | $8.4M |
| Avantax Advisory Services, Inc. | 0.05% | Add +4.0% | 141,673 | $7.7M |
| KWB Wealth | 0.99% | Reduce -3.5% | 133,988 | $7.2M |
| Focus Partners Wealth | 0.02% | Reduce -2.3% | 124,133 | $6.9M |
| RHS Financial, LLC | 3.63% | Add +2.3% | 109,641 | $5.9M |
| Amplius Wealth Advisors, LLC | 0.61% | Reduce -3.8% | 100,907 | $5.5M |
| Old Mission Capital LLC | 0.12% | Add +44.8% | 87,867 | $4.8M |
| Avantax Planning Partners, Inc. | 0.13% | New | 76,669 | $4.1M |
| First Horizon Advisors, Inc. | 0.12% | Add +3.7% | 74,069 | $4.0M |
| Citigroup Inc. | 0.00% | Reduce -1.0% | 73,692 | $4.0M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -0.1% | 71,590 | $3.9M |
| JPMorgan Chase & Co. | 0.00% | Reduce -14.4% | 71,178 | $3.8M |
| Ameriprise Financial Inc. | 0.00% | Add +59.2% | 70,585 | $3.8M |
| Jane Street Group, LLC | 0.00% | Reduce -26.8% | 70,194 | $3.8M |
| Berger Financial Group, Inc | 0.26% | Reduce -1.9% | 59,536 | $3.2M |
| 49 Wealth Management, LLC | 0.58% | Reduce -87.7% | 54,150 | $2.9M |
| Avestar Capital, LLC | 0.29% | Add +3.8% | 48,476 | $2.6M |
| Schiavi & Co LLC | 0.94% | Reduce -0.8% | 44,273 | $2.4M |
| Osaic Holdings, Inc. | 0.01% | Add +28.5% | 38,760 | $2.1M |
| Raymond James & Associates | 0.00% | Reduce -11.4% | 38,467 | $2.1M |
| Tiemann Investment Advisors, LLC | 0.85% | Reduce -0.1% | 35,393 | $1.9M |
| Wolf Group Capital Advisors | 0.71% | Reduce -20.6% | 33,382 | $1.8M |
| Strategic Financial Concepts, LLC | 0.97% | Add +980.2% | 495,640 | $1.7M |
| Royal Bank of Canada | 0.00% | Reduce -1.2% | 30,052 | $1.6M |
| Kingsview Wealth Management, LLC | 0.04% | Add +40.7% | 27,510 | $1.5M |
| Jacobi Capital Management LLC | 0.13% | Add +7.7% | 27,358 | $1.5M |
| Integrated Wealth Concepts LLC | 0.02% | Add +25.5% | 26,225 | $1.4M |
| Focus Financial Network, Inc. | 0.06% | Add +8.4% | 24,269 | $1.3M |
| Cedar Point Capital Partners, LLC | 0.97% | Reduce -0.8% | 24,082 | $1.3M |
| Cetera Investment Advisers | 0.00% | Reduce -0.8% | 23,279 | $1.3M |
| Edge Financial Advisors LLC | 1.30% | Reduce -33.8% | 23,225 | $1.3M |
| Occidental Asset Management, LLC | 0.22% | Add +5.7% | 23,001 | $1.2M |
| Sharkey, Howes & Javer | 0.20% | Add +81.2% | 22,879 | $1.2M |
| Shepherd Kaplan Krochuk, LLC | 0.97% | Reduce -0.3% | 22,738 | $1.2M |
| Allworth Financial LP | 0.01% | Reduce -6.5% | 21,261 | $1.2M |
| Private Advisor Group, LLC | 0.01% | Reduce -2.5% | 20,880 | $1.1M |
| &partners | 0.05% | New | 20,449 | $1.1M |
| Wells Fargo & Company | 0.00% | Reduce -57.9% | 20,257 | $1.1M |
| Flow Traders U.S. LLC | 0.05% | Add +426.0% | 20,019 | $1.1M |
| Townsquare Capital LLC | 0.01% | Reduce -27.8% | 19,317 | $1.0M |
| Empirical Asset Management, LLC | 0.39% | Reduce -32.7% | 19,296 | $1.0M |
| Trivium Point Advisory, LLC | 0.15% | Add +78.1% | 18,665 | $1.0M |
| BKM Wealth Management, LLC | 0.47% | Add +36.5% | 17,902 | $968K |
| Wealthspire Advisors, LLC | 0.01% | Reduce -45.8% | 17,808 | $963K |
| Envestnet Asset Management Inc. | 0.00% | Add +3.6% | 17,393 | $941K |
| Precedent Wealth Partners, LLC | 0.38% | Reduce -1.4% | 17,381 | $940K |
| Argent Trust Co | 0.04% | No change | 17,335 | $937K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -3.8% | 16,133 | $872K |
| Accel Wealth Management | 0.34% | Add +3.2% | 15,750 | $852K |
| Wintrust Investments LLC | 0.07% | New | 15,231 | $824K |
| Visionary Wealth Advisors | 0.05% | Reduce -24.8% | 14,467 | $782K |
| Slow Capital, Inc. | 0.12% | Reduce -2.6% | 13,730 | $743K |
| Bond & Devick Financial Network, Inc. | 0.38% | No change | 13,264 | $717K |
| Signet Financial Management, LLC | 0.09% | Reduce -10.0% | 12,600 | $681K |
| Richard P Slaughter Associates Inc | 0.15% | No change | 11,969 | $647K |
| Raymond James Trust N.A. | 0.01% | Add +62.5% | 11,791 | $638K |
| UBS Group AG | 0.00% | Reduce -0.7% | 11,115 | $601K |
| Jones Financial Companies LLLP | 0.00% | Add +112.0% | 11,101 | $600K |
| Daymark Wealth Partners, LLC | 0.03% | Reduce -26.1% | 10,443 | $565K |
| Sequent Planning LLC | 0.19% | Reduce -7.6% | 10,233 | $554K |
| CreativeOne Wealth, LLC | 0.03% | Reduce -3.3% | 9,764 | $528K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +6.3% | 9,747 | $527K |
| 3Chopt Investment Partners, LLC | 0.15% | New | 8,993 | $486K |
| EdgeRock Capital LLC | 0.37% | Add +13.3% | 8,945 | $484K |
| Sigma Planning Corp | 0.01% | Reduce -0.1% | 8,354 | $452K |
| MML Investors Services, LLC | 0.00% | Reduce -2.8% | 7,930 | $429K |
| Fifth Third Securities, Inc. | 0.04% | New | 7,923 | $428K |
| Captrust Financial Advisors | 0.00% | Reduce -0.9% | 7,581 | $410K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +15.8% | 7,576 | $410K |
| Lodestone Wealth Management LLC | 0.19% | Reduce -5.3% | 6,802 | $368K |
| L & S Advisors Inc | 0.04% | Add +1.1% | 6,041 | $327K |
| MN Wealth Advisors, LLC | 0.19% | Reduce -6.1% | 5,989 | $324K |
| Advisory Services Network, LLC | 0.01% | Add +1.1% | 5,267 | $285K |
| Barnes Pettey Financial Advisors, LLC | 0.24% | New | 5,212 | $282K |
| Cadence Bank | 0.02% | Reduce -25.3% | 4,957 | $268K |
| Advisors Capital Management, LLC | 0.00% | Add +4.7% | 4,751 | $257K |
| Walkner Condon Financial Advisors LLC | 0.05% | Add +6.8% | 4,197 | $227K |
| Truist Financial Corp. | 0.00% | New | 4,141 | $224K |
| Stifel Financial Corp. | 0.00% | New | 3,974 | $215K |
| RFG Advisory, LLC | 0.01% | Reduce -32.3% | 3,961 | $214K |
| Dynamic Advisor Solutions LLC | 0.01% | Reduce -32.5% | 3,858 | $209K |
| Beverly Hills Private Wealth, LLC | 0.05% | New | 3,852 | $208K |
| RVW Wealth, LLC | 0.02% | No change | 3,788 | $205K |
| Atria Wealth Solutions, Inc. | 0.00% | Reduce -88.6% | 3,773 | $204K |
| SYM FINANCIAL Corp | 0.02% | No change | 2,878 | $156K |
| Financial Gravity Asset Management, Inc. | 0.04% | New | 2,656 | $144K |
| PNC Financial Services Group, Inc. | 0.00% | New | 2,345 | $127K |
| GPS Wealth Strategies Group, LLC | 0.02% | Add +0.1% | 1,968 | $106K |
| Key Financial Inc | 0.02% | New | 1,539 | $83K |
| Continuum Advisory, LLC | 0.01% | Add +92.8% | 1,398 | $76K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 1,214 | $66K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -26.1% | 1,199 | $65K |
"% 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.