JPM Diversified Ret Em EquitJPEMETF
13F holders, Q3 2024 (September 30)113holders −7
4new positions
10sold out
1famous investor
$56.44avg. 13F price*
At the end of Q3 2024, 113 institutions reported holding JPM Diversified Ret Em Equit (JPEM) in their 13F filings, down 7 from Q2 2024. 4 opened new positions and 10 sold out. The largest holders were Bank of America Corp. ($23.5M), LPL Financial LLC ($16.5M) and Morgan Stanley ($13.6M). 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 (Q3 2024)
- CUSIP
- 46641Q308
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $10.8M |
| Exits | 10 | $9.9M |
All 13F filers, Q2 2024 → Q3 2024: 613,989 shares bought and 864,247 shares sold, net −250,258 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 113 holders
| Bank of America Corp. | 0.00% | Add +23.2% | 414,420 | $23.5M |
| LPL Financial LLC | 0.01% | Add +6.7% | 290,536 | $16.5M |
| Morgan Stanley | 0.00% | Add +1.8% | 239,397 | $13.6M |
| SAM Advisors, LLC | 3.66% | Add +1.0% | 176,024 | $10.0M |
| American Money Management, LLC | 1.96% | Add +7.3% | 173,283 | $9.8M |
| Corient Private Wealth LP | 0.02% | Reduce -9.4% | 169,724 | $9.6M |
| Segall Bryant & Hamill, LLC | 0.13% | New | 167,922 | $9.5M |
| Cerity Partners LLC | 0.02% | Reduce -5.1% | 163,570 | $9.3M |
| Prime Capital Investment Advisors, LLC | 0.13% | Add +0.7% | 155,892 | $8.8M |
| Linscomb Wealth, Inc. | 0.43% | Reduce -4.3% | 154,577 | $8.8M |
| Avantax Advisory Services, Inc. | 0.06% | Add +8.1% | 153,095 | $8.7M |
| KWB Wealth | 0.99% | Add +4.7% | 140,253 | $7.6M |
| Old Mission Capital LLC | 0.16% | Add +50.1% | 131,901 | $7.5M |
| Avantax Planning Partners, Inc. | 0.24% | Add +52.0% | 116,574 | $6.6M |
| First Horizon Advisors, Inc. | 0.16% | Add +36.6% | 101,157 | $5.7M |
| Amplius Wealth Advisors, LLC | 0.60% | Reduce -3.9% | 96,968 | $5.5M |
| RHS Financial, LLC | 2.65% | Reduce -15.2% | 92,931 | $5.3M |
| Citigroup Inc. | 0.00% | Add +16.2% | 85,621 | $4.8M |
| Commonwealth Equity Services, LLC | 0.01% | Add +10.6% | 79,157 | $4.5M |
| Ameriprise Financial Inc. | 0.00% | Add +8.4% | 76,516 | $4.3M |
| JPMorgan Chase & Co. | 0.00% | Reduce -7.1% | 66,154 | $3.7M |
| Berger Financial Group, Inc | 0.25% | Add +1.3% | 60,332 | $3.4M |
| Flow Traders U.S. LLC | 0.17% | Add +187.8% | 57,605 | $3.3M |
| International Assets Investment Management, LLC | 0.22% | Add +30191.7% | 50,890 | $2.7M |
| Avestar Capital, LLC | 0.28% | Reduce -7.5% | 44,836 | $2.5M |
| Schiavi & Co LLC | 0.90% | Reduce -1.4% | 43,660 | $2.5M |
| Osaic Holdings, Inc. | 0.01% | Add +7.5% | 41,679 | $2.4M |
| Wolf Group Capital Advisors | 1.01% | Add +26.0% | 42,050 | $2.1M |
| 49 Wealth Management, LLC | 0.34% | Reduce -32.1% | 36,759 | $2.1M |
| Tiemann Investment Advisors, LLC | 0.84% | Reduce -3.0% | 34,338 | $1.9M |
| Raymond James & Associates | 0.00% | Reduce -20.7% | 30,493 | $1.7M |
| &partners | 0.03% | Add +47.3% | 30,117 | $1.7M |
| Kingsview Wealth Management, LLC | 0.04% | Add +9.2% | 30,028 | $1.7M |
| Jane Street Group, LLC | 0.00% | Reduce -57.4% | 29,887 | $1.7M |
| Jacobi Capital Management LLC | 0.12% | Add +3.2% | 28,223 | $1.6M |
| Integrated Wealth Concepts LLC | 0.02% | Add +2.3% | 26,827 | $1.5M |
| Wells Fargo & Company | 0.00% | Add +28.3% | 25,989 | $1.5M |
| Focus Financial Network, Inc. | 0.06% | Add +5.2% | 25,525 | $1.4M |
| Cedar Point Capital Partners, LLC | 0.96% | Add +2.7% | 24,723 | $1.4M |
| Cetera Investment Advisers | 0.00% | Add +3.5% | 24,088 | $1.4M |
| Occidental Asset Management, LLC | 0.21% | Add +0.3% | 23,071 | $1.3M |
| Royal Bank of Canada | 0.00% | Reduce -25.1% | 22,519 | $1.3M |
| Edge Financial Advisors LLC | 1.11% | Reduce -4.7% | 22,137 | $1.3M |
| Townsquare Capital LLC | 0.01% | Add +9.0% | 21,052 | $1.2M |
| Allworth Financial LP | 0.01% | Reduce -2.8% | 20,667 | $1.2M |
| BKM Wealth Management, LLC | 0.46% | Add +11.4% | 19,950 | $1.1M |
| Envestnet Asset Management Inc. | 0.00% | Add +11.3% | 19,358 | $1.1M |
| Private Advisor Group, LLC | 0.01% | Reduce -12.9% | 18,178 | $1.0M |
| Shepherd Kaplan Krochuk, LLC | 0.77% | Reduce -20.8% | 18,016 | $1.0M |
| Jones Financial Companies LLLP | 0.00% | Add +60.1% | 17,771 | $1.0M |
| Wealthspire Advisors, LLC | 0.01% | Reduce -1.3% | 17,572 | $995K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +8.1% | 17,432 | $987K |
| Argent Trust Co | 0.04% | No change | 17,335 | $982K |
| Precedent Wealth Partners, LLC | 0.32% | Reduce -2.2% | 16,997 | $963K |
| Visionary Wealth Advisors | 0.06% | Add +11.8% | 16,169 | $916K |
| Sharkey, Howes & Javer | 0.13% | Reduce -31.2% | 15,745 | $892K |
| Susquehanna International Group, LLP | 0.00% | New | 15,529 | $879K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +93.8% | 14,682 | $831K |
| Slow Capital, Inc. | 0.12% | Reduce -1.4% | 13,534 | $766K |
| Bond & Devick Financial Network, Inc. | 0.32% | No change | 13,264 | $751K |
| Accel Wealth Management | 0.25% | Reduce -23.3% | 12,082 | $684K |
| UBS Group AG | 0.00% | Add +7.8% | 11,984 | $679K |
| Richard P Slaughter Associates Inc | 0.16% | No change | 11,969 | $678K |
| Signet Financial Management, LLC | 0.08% | Reduce -11.3% | 11,177 | $633K |
| Daymark Wealth Partners, LLC | 0.02% | Reduce -2.4% | 10,198 | $577K |
| CreativeOne Wealth, LLC | 0.02% | Add +1.8% | 9,935 | $563K |
| Strategic Financial Concepts, LLC | 0.16% | Reduce -98.2% | 9,037 | $512K |
| EdgeRock Capital LLC | 0.36% | Reduce -0.3% | 8,918 | $505K |
| MML Investors Services, LLC | 0.00% | Add +3.9% | 8,236 | $466K |
| Barnes Pettey Financial Advisors, LLC | 0.35% | Add +49.3% | 7,782 | $441K |
| Captrust Financial Advisors | 0.00% | Add +1.8% | 7,715 | $437K |
| Citadel Advisors | 0.00% | New | 7,629 | $432K |
| Raymond James Trust N.A. | 0.01% | Reduce -36.9% | 7,443 | $421K |
| Sigma Planning Corp | 0.01% | Reduce -17.4% | 6,902 | $391K |
| Trivium Point Advisory, LLC | 0.05% | Reduce -61.7% | 7,157 | $383K |
| Advisors Capital Management, LLC | 0.01% | Add +40.5% | 6,676 | $378K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -32.0% | 6,632 | $376K |
| Lodestone Wealth Management LLC | 0.18% | Reduce -7.7% | 6,276 | $355K |
| L & S Advisors Inc | 0.04% | Add +1.6% | 6,139 | $348K |
| MN Wealth Advisors, LLC | 0.19% | Reduce -1.4% | 5,904 | $334K |
| Advisory Services Network, LLC | 0.01% | No change | 5,267 | $285K |
| Cadence Bank | 0.02% | No change | 4,957 | $281K |
| Stifel Financial Corp. | 0.00% | Add +16.4% | 4,625 | $262K |
| Fifth Third Securities, Inc. | 0.02% | Reduce -42.4% | 4,561 | $258K |
| Walkner Condon Financial Advisors LLC | 0.05% | Add +3.8% | 4,356 | $247K |
| Truist Financial Corp. | 0.00% | No change | 4,141 | $234K |
| RVW Wealth, LLC | 0.02% | No change | 3,788 | $215K |
| SYM FINANCIAL Corp | 0.02% | No change | 2,878 | $163K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 2,345 | $133K |
| Wintrust Investments LLC | 0.07% | Reduce -88.3% | 1,777 | $100K |
| GPS Wealth Strategies Group, LLC | 0.01% | Reduce -10.6% | 1,759 | $100K |
| Financial Gravity Companies, Inc. | 0.03% | — | 1,730 | $98K |
| Key Financial Inc | 0.02% | No change | 1,539 | $87K |
| Continuum Advisory, LLC | 0.01% | Add +13.8% | 1,591 | $85K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Reduce -0.1% | 1,213 | $69K |
| Farther Finance Advisors, LLC | 0.00% | Add +862.6% | 1,184 | $67K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 1,199 | $67K |
| NewEdge Advisors, LLC | 0.00% | Add +1.3% | 1,162 | $66K |
| Ancora Advisors LLC | 0.00% | No change | 1,121 | $63K |
| AdvisorNet Financial, Inc | 0.00% | No change | 1,046 | $59K |
"% 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.