JPM Diversified Ret Em EquitJPEMETF
13F holders, Q1 2025 (March 31)116holders −4
10new positions
11sold out
$52.69avg. 13F price*
At the end of Q1 2025, 116 institutions reported holding JPM Diversified Ret Em Equit (JPEM) in their 13F filings, down 4 from Q4 2024. 10 opened new positions and 11 sold out. The largest holders were Old Mission Capital LLC ($18.2M), LPL Financial LLC ($15.8M) and Prime Capital Investment Advisors, LLC ($12.8M).
- Company
- JPM Diversified Ret Em Equit
- Filed as
- J P MORGAN EXCHANGE TRADED F (Q1 2025)
- CUSIP
- 46641Q308
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $563K |
| Exits | 11 | $7.9M |
All 13F filers, Q4 2024 → Q1 2025: 361,052 shares bought and 390,080 shares sold, net −29,028 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 116 holders
| Old Mission Capital LLC | 0.35% | Add +47.9% | 345,021 | $18.2M |
| LPL Financial LLC | 0.01% | Add +2.2% | 299,036 | $15.8M |
| Prime Capital Investment Advisors, LLC | 0.15% | Add +55.1% | 243,067 | $12.8M |
| Morgan Stanley | 0.00% | Add +0.3% | 210,509 | $11.1M |
| Bank of America Corp. | 0.00% | Add +7.2% | 195,474 | $10.3M |
| Avantax Advisory Services, Inc. | 0.06% | Add +8.1% | 193,921 | $10.2M |
| American Money Management, LLC | 1.89% | Add +3.7% | 188,972 | $10.0M |
| SAM Advisors, LLC | 3.67% | Reduce -0.6% | 185,751 | $9.8M |
| Cerity Partners LLC | 0.02% | Reduce -3.4% | 151,773 | $8.0M |
| Linscomb Wealth, Inc. | 0.39% | Reduce -3.6% | 149,415 | $7.9M |
| KWB Wealth | 0.94% | Add +3.3% | 150,560 | $7.8M |
| Corient Private Wealth LP | 0.01% | Reduce -12.4% | 142,965 | $7.5M |
| Segall Bryant & Hamill, LLC | 0.11% | Reduce -12.0% | 142,248 | $7.5M |
| Amplius Wealth Advisors, LLC | 0.69% | Add +21.0% | 125,388 | $6.6M |
| Focus Partners Wealth | 0.02% | Add +2.6% | 122,995 | $6.5M |
| Avantax Planning Partners, Inc. | 0.22% | Reduce -2.4% | 117,279 | $6.2M |
| First Horizon Advisors, Inc. | 0.14% | Reduce -1.2% | 97,327 | $5.1M |
| Ameriprise Financial Inc. | 0.00% | Reduce -5.3% | 92,530 | $4.9M |
| Raymond James Financial Inc. | 0.00% | Reduce -0.5% | 90,775 | $4.8M |
| Commonwealth Equity Services, LLC | 0.01% | Add +2.7% | 87,249 | $4.6M |
| Citigroup Inc. | 0.00% | Reduce -3.1% | 84,119 | $4.4M |
| JPMorgan Chase & Co. | 0.00% | Add +2.8% | 75,572 | $4.0M |
| Osaic Holdings, Inc. | 0.01% | Reduce -31.9% | 73,439 | $3.9M |
| Sovran Advisors, LLC | 0.50% | Add +28.9% | 73,938 | $3.8M |
| RHS Financial, LLC | 2.05% | Reduce -15.6% | 69,296 | $3.7M |
| Berger Financial Group, Inc | 0.23% | Add +6.3% | 63,616 | $3.4M |
| Schiavi & Co LLC | 1.08% | Add +0.2% | 55,968 | $3.0M |
| Avestar Capital, LLC | 0.26% | Reduce -25.3% | 52,432 | $2.8M |
| Wells Fargo & Company | 0.00% | Add +55.1% | 44,418 | $2.3M |
| Jacobi Capital Management LLC | 0.14% | Add +14.2% | 37,074 | $2.0M |
| Tiemann Investment Advisors, LLC | 0.84% | Add +1.3% | 34,917 | $1.8M |
| Kingsview Wealth Management, LLC | 0.03% | Add +8.3% | 33,365 | $1.8M |
| Wolf Group Capital Advisors | 0.58% | Reduce -21.8% | 32,873 | $1.7M |
| Jane Street Group, LLC | 0.00% | Reduce -44.4% | 31,837 | $1.7M |
| Integrated Wealth Concepts LLC | 0.02% | Add +6.5% | 29,694 | $1.6M |
| Sharkey, Howes & Javer | 0.20% | Add +53.9% | 26,970 | $1.4M |
| Cedar Point Capital Partners, LLC | 0.93% | Add +2.6% | 26,201 | $1.4M |
| Strategic Financial Concepts, LLC | 0.25% | Reduce -37.1% | 25,393 | $1.3M |
| Royal Bank of Canada | 0.00% | Add +6.1% | 25,377 | $1.3M |
| Jones Financial Companies LLLP | 0.00% | Reduce -0.9% | 25,026 | $1.3M |
| &partners | 0.01% | Reduce -16.9% | 24,945 | $1.3M |
| Focus Financial Network, Inc. | 0.05% | Reduce -11.3% | 24,213 | $1.3M |
| Cetera Investment Advisers | 0.00% | Reduce -2.2% | 23,595 | $1.2M |
| BKM Wealth Management, LLC | 0.47% | Add +5.1% | 21,462 | $1.1M |
| Wealthedge Investment Advisors, LLC | 0.48% | Reduce -25.0% | 20,205 | $1.1M |
| Edge Financial Advisors LLC | 0.67% | Reduce -6.8% | 20,087 | $1.1M |
| Shepherd Kaplan Krochuk, LLC | 0.80% | Reduce -2.9% | 17,688 | $933K |
| Allworth Financial LP | 0.01% | Reduce -3.1% | 17,284 | $924K |
| Townsquare Capital LLC | 0.01% | Reduce -9.3% | 17,452 | $920K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -14.9% | 17,219 | $908K |
| Visionary Wealth Advisors | 0.05% | Reduce -0.9% | 16,965 | $894K |
| UBS Group AG | 0.00% | Add +42.2% | 16,849 | $888K |
| 49 Wealth Management, LLC | 0.10% | Reduce -24.6% | 15,664 | $826K |
| Accel Wealth Management | 0.29% | Add +21.7% | 15,447 | $814K |
| Precedent Wealth Partners, LLC | 0.23% | Reduce -6.5% | 15,423 | $813K |
| Argent Trust Co | 0.03% | Reduce -11.4% | 15,350 | $809K |
| Bond & Devick Financial Network, Inc. | 0.27% | Add +7.0% | 14,186 | $748K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -11.0% | 13,259 | $699K |
| Signet Financial Management, LLC | 0.09% | Add +2.7% | 12,590 | $664K |
| Richard P Slaughter Associates Inc | 0.15% | No change | 11,969 | $631K |
| Daymark Wealth Partners, LLC | 0.02% | Add +3.7% | 10,165 | $536K |
| Potentia Wealth | 0.24% | Add +90.4% | 9,815 | $517K |
| Sigma Planning Corp | 0.02% | Add +0.1% | 9,807 | $517K |
| 5T Wealth, LLC | 0.26% | Reduce -19.8% | 8,528 | $450K |
| Kelly Financial Group LLC | 0.14% | Add +6.0% | 8,453 | $446K |
| Moneco Advisors, LLC | 0.05% | Add +5.5% | 8,312 | $438K |
| MML Investors Services, LLC | 0.00% | Add +2.8% | 8,061 | $425K |
| Barnes Pettey Financial Advisors, LLC | 0.32% | Add +0.3% | 7,817 | $412K |
| EdgeRock Capital LLC | 0.29% | Add +0.7% | 7,612 | $401K |
| Captrust Financial Advisors | 0.00% | Reduce -2.3% | 7,605 | $401K |
| Blue Oak Capital, LLC | 0.22% | Add +18.6% | 7,435 | $392K |
| L & S Advisors Inc | 0.05% | Add +10.2% | 7,175 | $378K |
| Lodestone Wealth Management LLC | 0.16% | Reduce -4.9% | 5,688 | $300K |
| Equitable Holdings, Inc. | 0.00% | Add +3.6% | 5,243 | $276K |
| Wealthspire Advisors, LLC | 0.00% | Reduce -59.7% | 5,125 | $270K |
| CreativeOne Wealth, LLC | 0.01% | Reduce -30.7% | 4,789 | $252K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -6.7% | 4,683 | $247K |
| Walkner Condon Financial Advisors LLC | 0.05% | No change | 4,657 | $246K |
| MN Wealth Advisors, LLC | 0.14% | Reduce -14.6% | 4,559 | $240K |
| Marshall Wace, LLP | 0.00% | New | 4,503 | $237K |
| Virtue Capital Management, LLC | 0.03% | New | 4,503 | $237K |
| Slow Capital, Inc. | 0.03% | Reduce -65.6% | 4,276 | $225K |
| Susquehanna International Group, LLP | 0.00% | Reduce -32.3% | 4,275 | $225K |
| Truist Financial Corp. | 0.00% | No change | 4,121 | $217K |
| Cadence Bank | 0.02% | Reduce -14.1% | 4,093 | $216K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 2,345 | $124K |
| SYM FINANCIAL Corp | 0.02% | No change | 2,344 | $124K |
| GPS Wealth Strategies Group, LLC | 0.01% | Add +5.9% | 2,014 | $106K |
| Continuum Advisory, LLC | 0.01% | Add +6.0% | 1,717 | $91K |
| Private Trust Co. NA | 0.01% | Add +106.2% | 1,623 | $86K |
| Key Financial Inc | 0.02% | No change | 1,539 | $81K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 953 | $50K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Reduce -25.3% | 906 | $48K |
| Arlington Trust Co LLC | 0.01% | New | 900 | $47K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -23.1% | 793 | $42K |
| NewEdge Advisors, LLC | 0.00% | Reduce -42.0% | 685 | $36K |
| First Pacific Financial | 0.01% | Reduce -2.8% | 685 | $36K |
| Ancora Advisors LLC | 0.00% | No change | 350 | $18K |
| Wilmington Savings Fund Society, FSB | 0.00% | New | 293 | $15K |
| Financial Gravity Asset Management, Inc. | 0.00% | — | 278 | $15K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 300 | $15K |
| Wagner Wealth Management, LLC | 0.00% | Add +0.7% | 271 | $14K |
| Sound Income Strategies, LLC | 0.00% | No change | 244 | $13K |
| MAI Capital Management | 0.00% | No change | 234 | $12K |
| IFP Advisors, Inc | 0.00% | Reduce -29.1% | 229 | $12K |
| Bogart Wealth, LLC | 0.00% | New | 155 | $8K |
| FMR LLC | 0.00% | New | 134 | $7K |
| Lowe Wealth Advisors, LLC | 0.00% | No change | 117 | $6K |
| 3Chopt Investment Partners, LLC | 0.00% | New | 100 | $5K |
| Tidemark, LLC | 0.00% | No change | 90 | $5K |
| Investors Research Corp | 0.00% | No change | 72 | $4K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | New | 54 | $3K |
| Golden State Wealth Management, LLC | 0.00% | Add +5.0% | 21 | $1K |
| Cwm, LLC | 0.00% | New | 19 | $1K |
| Steward Partners Investment Advisory, LLC | 0.00% | New | 14 | $738 |
| AE Wealth Management LLC | 0.00% | No change | 9 | $474 |
"% 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.