JPM Diversified Ret Em EquitJPEMETF
13F holders, Q4 2024 (December 31)120holders +7
14new positions
11sold out
$51.29avg. 13F price*
At the end of Q4 2024, 120 institutions reported holding JPM Diversified Ret Em Equit (JPEM) in their 13F filings, up 7 from Q3 2024. 14 opened new positions and 11 sold out. The largest holders were LPL Financial LLC ($15.2M), Old Mission Capital LLC ($12.1M) and Morgan Stanley ($10.9M).
- Company
- JPM Diversified Ret Em Equit
- Filed as
- J P MORGAN EXCHANGE TRADED F (Q4 2024)
- CUSIP
- 46641Q308
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 14 | $12.9M |
| Exits | 11 | $8.5M |
All 13F filers, Q3 2024 → Q4 2024: 646,403 shares bought and 498,483 shares sold, net +147,920 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 120 holders
| LPL Financial LLC | 0.01% | Add +0.7% | 292,524 | $15.2M |
| Old Mission Capital LLC | 0.28% | Add +76.8% | 233,247 | $12.1M |
| Morgan Stanley | 0.00% | Reduce -12.3% | 209,823 | $10.9M |
| SAM Advisors, LLC | 3.51% | Add +6.2% | 186,947 | $9.7M |
| Bank of America Corp. | 0.00% | Reduce -56.0% | 182,365 | $9.5M |
| American Money Management, LLC | 1.84% | Add +5.2% | 182,264 | $9.5M |
| Avantax Advisory Services, Inc. | 0.06% | Add +17.2% | 179,402 | $9.3M |
| Segall Bryant & Hamill, LLC | 0.12% | Reduce -3.8% | 161,593 | $8.4M |
| Corient Private Wealth LP | 0.01% | Reduce -3.8% | 163,286 | $8.3M |
| KWB Wealth | 1.02% | Add +3.9% | 145,704 | $8.3M |
| Cerity Partners LLC | 0.02% | Reduce -3.9% | 157,175 | $8.2M |
| Prime Capital Investment Advisors, LLC | 0.12% | Add +0.5% | 156,677 | $8.1M |
| Linscomb Wealth, Inc. | 0.40% | Add +0.3% | 155,028 | $8.0M |
| Avantax Planning Partners, Inc. | 0.22% | Add +3.1% | 120,198 | $6.2M |
| Focus Partners Wealth | 0.02% | New | 119,892 | $6.2M |
| Amplius Wealth Advisors, LLC | 0.55% | Add +6.9% | 103,650 | $5.4M |
| First Horizon Advisors, Inc. | 0.14% | Reduce -2.6% | 98,494 | $5.1M |
| Ameriprise Financial Inc. | 0.00% | Add +27.8% | 97,760 | $5.1M |
| Raymond James Financial Inc. | 0.00% | — | 91,206 | $4.7M |
| Citigroup Inc. | 0.00% | Add +1.4% | 86,796 | $4.5M |
| Commonwealth Equity Services, LLC | 0.01% | Add +7.3% | 84,976 | $4.4M |
| RHS Financial, LLC | 2.21% | Reduce -11.6% | 82,147 | $4.3M |
| JPMorgan Chase & Co. | 0.00% | Add +11.1% | 73,495 | $3.8M |
| Avestar Capital, LLC | 0.33% | Add +56.6% | 70,210 | $3.6M |
| Independent Advisor Alliance | 0.04% | New | 62,363 | $3.2M |
| Berger Financial Group, Inc | 0.21% | Reduce -0.8% | 59,852 | $3.1M |
| Jane Street Group, LLC | 0.00% | Add +91.5% | 57,248 | $3.0M |
| Sovran Advisors, LLC | 0.42% | — | 57,349 | $2.9M |
| Schiavi & Co LLC | 1.13% | Add +27.9% | 55,848 | $2.9M |
| Osaic Holdings, Inc. | 0.01% | Add +158.7% | 107,837 | $2.3M |
| Virtu Financial LLC | 0.12% | New | 43,145 | $2.2M |
| Wolf Group Capital Advisors | 1.03% | No change | 42,050 | $2.1M |
| Strategic Financial Concepts, LLC | 0.40% | Add +346.6% | 40,357 | $2.1M |
| Tiemann Investment Advisors, LLC | 0.80% | Add +0.4% | 34,468 | $1.8M |
| Jacobi Capital Management LLC | 0.13% | Add +15.1% | 32,473 | $1.7M |
| Kingsview Wealth Management, LLC | 0.03% | Add +2.6% | 30,799 | $1.6M |
| &partners | 0.02% | Reduce -0.3% | 30,011 | $1.6M |
| Wells Fargo & Company | 0.00% | Add +10.2% | 28,632 | $1.5M |
| Integrated Wealth Concepts LLC | 0.02% | Add +4.0% | 27,888 | $1.4M |
| Focus Financial Network, Inc. | 0.06% | Add +7.0% | 27,301 | $1.4M |
| Riggs Capital Management LLC | 1.38% | — | 27,107 | $1.4M |
| Wealthedge Investment Advisors, LLC | 0.63% | — | 26,954 | $1.4M |
| Occidental Asset Management, LLC | 0.21% | Add +12.8% | 26,020 | $1.4M |
| Cedar Point Capital Partners, LLC | 0.90% | Add +3.3% | 25,534 | $1.3M |
| Jones Financial Companies LLLP | 0.00% | Add +42.1% | 25,253 | $1.3M |
| Cetera Investment Advisers | 0.00% | Add +0.1% | 24,116 | $1.3M |
| Royal Bank of Canada | 0.00% | Add +6.2% | 23,912 | $1.2M |
| Edge Financial Advisors LLC | 1.00% | Reduce -2.7% | 21,541 | $1.1M |
| 49 Wealth Management, LLC | 0.15% | Reduce -43.5% | 20,762 | $1.1M |
| BKM Wealth Management, LLC | 0.43% | Add +2.3% | 20,415 | $1.1M |
| Envestnet Asset Management Inc. | 0.00% | Add +4.5% | 20,224 | $1.0M |
| Townsquare Capital LLC | 0.01% | Reduce -8.6% | 19,235 | $998K |
| Shepherd Kaplan Krochuk, LLC | 0.79% | Add +1.1% | 18,209 | $945K |
| Allworth Financial LP | 0.01% | Reduce -13.7% | 17,833 | $932K |
| Sharkey, Howes & Javer | 0.13% | Add +11.3% | 17,525 | $909K |
| Argent Trust Co | 0.04% | No change | 17,335 | $899K |
| Visionary Wealth Advisors | 0.05% | Add +5.9% | 17,119 | $888K |
| Precedent Wealth Partners, LLC | 0.28% | Reduce -2.9% | 16,497 | $856K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +1.5% | 14,902 | $773K |
| Bond & Devick Financial Network, Inc. | 0.32% | No change | 13,264 | $751K |
| Wealthspire Advisors, LLC | 0.01% | Reduce -27.6% | 12,730 | $660K |
| Accel Wealth Management | 0.25% | Add +5.1% | 12,696 | $659K |
| Slow Capital, Inc. | 0.09% | Reduce -8.3% | 12,416 | $644K |
| Signet Financial Management, LLC | 0.08% | Add +9.7% | 12,256 | $636K |
| Richard P Slaughter Associates Inc | 0.14% | No change | 11,969 | $621K |
| UBS Group AG | 0.00% | Reduce -1.1% | 11,846 | $615K |
| 5T Wealth, LLC | 0.30% | — | 10,634 | $552K |
| Daymark Wealth Partners, LLC | 0.02% | Reduce -3.9% | 9,802 | $509K |
| Sigma Planning Corp | 0.02% | Add +41.9% | 9,793 | $508K |
| Kelly Financial Group LLC | 0.15% | — | 7,973 | $414K |
| Moneco Advisors, LLC | 0.04% | New | 7,877 | $409K |
| MML Investors Services, LLC | 0.00% | Reduce -4.8% | 7,840 | $407K |
| Barnes Pettey Financial Advisors, LLC | 0.31% | Add +0.1% | 7,791 | $404K |
| Captrust Financial Advisors | 0.00% | Add +0.9% | 7,782 | $404K |
| EdgeRock Capital LLC | 0.26% | Reduce -15.3% | 7,558 | $392K |
| CreativeOne Wealth, LLC | 0.01% | Reduce -30.4% | 6,910 | $358K |
| Trivium Point Advisory, LLC | 0.04% | Reduce -6.2% | 6,714 | $348K |
| L & S Advisors Inc | 0.04% | Add +6.1% | 6,512 | $338K |
| Susquehanna International Group, LLP | 0.00% | Reduce -59.3% | 6,318 | $328K |
| Blue Oak Capital, LLC | 0.20% | — | 6,267 | $325K |
| Lodestone Wealth Management LLC | 0.16% | Reduce -4.7% | 5,979 | $310K |
| MN Wealth Advisors, LLC | 0.16% | Reduce -9.5% | 5,341 | $277K |
| Potentia Wealth | 0.12% | — | 5,156 | $268K |
| Equitable Holdings, Inc. | 0.00% | New | 5,059 | $262K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -24.3% | 5,021 | $261K |
| Perigon Wealth Management, LLC | 0.01% | New | 5,051 | $260K |
| Cadence Bank | 0.02% | Reduce -3.9% | 4,763 | $247K |
| Walkner Condon Financial Advisors LLC | 0.05% | Add +6.9% | 4,657 | $242K |
| Advisors Capital Management, LLC | 0.00% | Reduce -36.3% | 4,251 | $221K |
| Truist Financial Corp. | 0.00% | Reduce -0.5% | 4,121 | $214K |
| Vident Advisory, LLC | 0.00% | New | 3,991 | $207K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 2,345 | $122K |
| SYM FINANCIAL Corp | 0.02% | Reduce -18.6% | 2,344 | $122K |
| GPS Wealth Strategies Group, LLC | 0.01% | Add +8.1% | 1,901 | $99K |
| Financial Gravity Companies, Inc. | 0.02% | Reduce -0.4% | 1,723 | $89K |
| Continuum Advisory, LLC | 0.01% | Add +1.8% | 1,619 | $84K |
| Key Financial Inc | 0.02% | No change | 1,539 | $80K |
| Wintrust Investments LLC | 0.07% | Reduce -15.9% | 1,495 | $77K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Reduce -0.1% | 1,212 | $63K |
| NewEdge Advisors, LLC | 0.00% | Add +1.6% | 1,181 | $61K |
"% 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.