JPM Diversified Ret Em EquitJPEMETF
13F holders, Q2 2025 (June 30)116holders
11new positions
14sold out
$56.30avg. 13F price*
At the end of Q2 2025, 116 institutions reported holding JPM Diversified Ret Em Equit (JPEM) in their 13F filings, unchanged from Q1 2025. 11 opened new positions and 14 sold out. The largest holders were LPL Financial LLC ($17.9M), Old Mission Capital LLC ($15.5M) and Morgan Stanley ($13.9M).
- Company
- JPM Diversified Ret Em Equit
- Filed as
- J P MORGAN EXCHANGE TRADED F (Q2 2025)
- CUSIP
- 46641Q308
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $7.1M |
| Exits | 14 | $2.5M |
All 13F filers, Q1 2025 → Q2 2025: 430,775 shares bought and 362,875 shares sold, net +67,900 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 116 holders
| LPL Financial LLC | 0.01% | Add +5.9% | 316,730 | $17.9M |
| Old Mission Capital LLC | 0.41% | Reduce -20.5% | 274,188 | $15.5M |
| Morgan Stanley | 0.00% | Add +16.7% | 245,744 | $13.9M |
| Bank of America Corp. | 0.00% | Add +8.5% | 212,015 | $12.0M |
| Avantax Advisory Services, Inc. | 0.07% | Add +8.9% | 211,192 | $11.9M |
| SAM Advisors, LLC | 3.73% | Add +2.9% | 191,113 | $10.8M |
| American Money Management, LLC | 1.85% | Reduce -1.6% | 185,973 | $10.5M |
| Prime Capital Investment Advisors, LLC | 0.13% | Reduce -28.4% | 173,935 | $9.8M |
| Cerity Partners LLC | 0.01% | Reduce -2.5% | 147,969 | $8.3M |
| Corient Private Wealth LP | 0.01% | Add +1.9% | 145,717 | $8.2M |
| Focus Partners Wealth | 0.02% | Add +16.9% | 143,757 | $8.1M |
| Linscomb Wealth, Inc. | 0.37% | Reduce -4.4% | 142,867 | $8.1M |
| KWB Wealth | 0.98% | Add +1.5% | 152,838 | $8.1M |
| Segall Bryant & Hamill, LLC | 0.11% | Reduce -1.9% | 139,560 | $7.9M |
| Amplius Wealth Advisors, LLC | 0.65% | Reduce -1.3% | 123,726 | $7.0M |
| Avantax Planning Partners, Inc. | 0.22% | Add +3.4% | 121,290 | $6.8M |
| First Horizon Advisors, Inc. | 0.15% | Add +6.1% | 103,228 | $5.8M |
| Ameriprise Financial Inc. | 0.00% | Add +4.1% | 96,362 | $5.4M |
| Commonwealth Equity Services, LLC | 0.01% | Add +5.7% | 92,260 | $5.2M |
| Raymond James Financial Inc. | 0.00% | Add +0.8% | 91,511 | $5.2M |
| JPMorgan Chase & Co. | 0.00% | Add +19.9% | 90,615 | $5.1M |
| Marshall Wace, LLP | 0.01% | Add +1848.5% | 87,740 | $4.9M |
| Citigroup Inc. | 0.00% | Reduce -0.7% | 83,569 | $4.7M |
| CW Advisors, LLC | 0.04% | New | 77,281 | $4.4M |
| Avestar Capital, LLC | 0.28% | Add +27.8% | 66,980 | $3.8M |
| Berger Financial Group, Inc | 0.24% | Add +2.0% | 64,860 | $3.7M |
| Sovran Advisors, LLC | 0.36% | Reduce -16.7% | 61,564 | $3.5M |
| Osaic Holdings, Inc. | 0.01% | Reduce -19.8% | 58,877 | $3.3M |
| Schiavi & Co LLC | 1.13% | Add +5.2% | 58,859 | $3.3M |
| RHS Financial, LLC | 1.76% | Reduce -20.6% | 54,997 | $3.1M |
| Jacobi Capital Management LLC | 0.17% | Add +19.9% | 44,451 | $2.5M |
| Wells Fargo & Company | 0.00% | Reduce -1.4% | 43,774 | $2.5M |
| Sharkey, Howes & Javer | 0.31% | Add +51.0% | 40,712 | $2.3M |
| Tiemann Investment Advisors, LLC | 0.83% | Add +2.9% | 35,942 | $2.0M |
| Kingsview Wealth Management, LLC | 0.03% | Add +7.3% | 35,790 | $2.0M |
| Merit Financial Group, LLC | 0.02% | New | 33,121 | $1.9M |
| Integrated Wealth Concepts LLC | 0.02% | Add +5.5% | 31,317 | $1.8M |
| Jones Financial Companies LLLP | 0.00% | Add +20.1% | 30,064 | $1.7M |
| Cedar Point Capital Partners, LLC | 1.12% | Add +7.4% | 28,133 | $1.6M |
| Royal Bank of Canada | 0.00% | Reduce -0.7% | 25,212 | $1.4M |
| Focus Financial Network, Inc. | 0.06% | Add +2.9% | 24,906 | $1.4M |
| &partners | 0.01% | Reduce -0.9% | 24,717 | $1.4M |
| Tactive Advisors, LLC | 0.44% | — | 24,100 | $1.4M |
| BKM Wealth Management, LLC | 0.42% | Reduce -12.2% | 18,843 | $1.1M |
| Edge Financial Advisors LLC | 0.55% | Reduce -8.6% | 18,351 | $1.0M |
| Cetera Investment Advisers | 0.00% | Reduce -24.5% | 17,823 | $1.0M |
| Allworth Financial LP | 0.00% | Add +1.2% | 17,487 | $986K |
| Accel Wealth Management | 0.30% | Add +3.5% | 15,989 | $902K |
| Shepherd Kaplan Krochuk, LLC | 0.77% | Reduce -11.3% | 15,692 | $885K |
| Signet Financial Management, LLC | 0.11% | Add +23.0% | 15,489 | $874K |
| Precedent Wealth Partners, LLC | 0.21% | Reduce -1.0% | 15,262 | $861K |
| Argent Trust Co | 0.03% | Reduce -3.0% | 14,896 | $840K |
| Bond & Devick Financial Network, Inc. | 0.27% | No change | 14,186 | $800K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +5.4% | 13,980 | $800K |
| Jane Street Group, LLC | 0.00% | Reduce -57.1% | 13,669 | $771K |
| Wealthedge Investment Advisors, LLC | 0.27% | Reduce -43.2% | 11,469 | $647K |
| Kelly Financial Group LLC | 0.18% | Add +33.5% | 11,286 | $637K |
| Potentia Wealth | 0.33% | Add +3.6% | 10,173 | $574K |
| Sigma Planning Corp | 0.02% | Reduce -1.4% | 9,669 | $545K |
| 5T Wealth, LLC | 0.25% | Add +0.1% | 8,536 | $482K |
| L & S Advisors Inc | 0.05% | Add +17.2% | 8,409 | $474K |
| UBS Group AG | 0.00% | Reduce -50.2% | 8,384 | $473K |
| Moneco Advisors, LLC | 0.04% | Add +0.8% | 8,377 | $473K |
| MML Investors Services, LLC | 0.00% | Add +3.2% | 8,320 | $469K |
| Barnes Pettey Financial Advisors, LLC | 0.30% | Add +3.1% | 8,056 | $454K |
| Daymark Wealth Partners, LLC | 0.02% | Reduce -20.8% | 8,054 | $454K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -53.3% | 8,036 | $453K |
| Captrust Financial Advisors | 0.00% | No change | 7,605 | $429K |
| Equitable Holdings, Inc. | 0.00% | Add +40.1% | 7,344 | $414K |
| Private Advisor Group, LLC | 0.00% | New | 6,941 | $392K |
| 49 Wealth Management, LLC | 0.04% | Reduce -62.6% | 5,863 | $331K |
| Lodestone Wealth Management LLC | 0.16% | Reduce -0.2% | 5,676 | $320K |
| Susquehanna International Group, LLP | 0.00% | Add +27.1% | 5,435 | $307K |
| Townsquare Capital LLC | 0.03% | Reduce -71.2% | 5,029 | $284K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -6.8% | 4,367 | $246K |
| Richard P Slaughter Associates Inc | 0.05% | Reduce -63.7% | 4,341 | $245K |
| Wealthspire Advisors, LLC | 0.00% | Reduce -15.4% | 4,333 | $244K |
| Strategic Financial Concepts, LLC | 0.03% | Reduce -83.1% | 4,293 | $242K |
| 3Chopt Investment Partners, LLC | 0.06% | Add +4047.0% | 4,147 | $234K |
| GTS Securities LLC | 0.01% | New | 4,141 | $234K |
| MN Wealth Advisors, LLC | 0.14% | Reduce -9.4% | 4,129 | $233K |
| Cadence Bank | 0.02% | No change | 4,093 | $231K |
| Truist Financial Corp. | 0.00% | Reduce -4.8% | 3,921 | $221K |
| Slow Capital, Inc. | 0.03% | Reduce -8.8% | 3,902 | $220K |
| RVW Wealth, LLC | 0.02% | New | 3,779 | $213K |
| Walkner Condon Financial Advisors LLC | 0.04% | Reduce -19.4% | 3,754 | $212K |
| Harbor Asset Planning, Inc. | 0.13% | — | 2,377 | $134K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 2,345 | $132K |
| GPS Wealth Strategies Group, LLC | 0.01% | Add +0.1% | 2,015 | $114K |
| Private Trust Co. NA | 0.01% | No change | 1,623 | $92K |
| SYM FINANCIAL Corp | 0.01% | Reduce -34.3% | 1,539 | $87K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -6.7% | 740 | $42K |
| First Pacific Financial | 0.01% | Reduce -0.4% | 682 | $38K |
| NewEdge Advisors, LLC | 0.00% | Reduce -6.0% | 644 | $36K |
| LOM Asset Management Ltd | 0.01% | — | 585 | $33K |
| Ancora Advisors LLC | 0.00% | No change | 350 | $20K |
| Financial Gravity Companies, Inc. | 0.00% | — | 278 | $16K |
| Wagner Wealth Management, LLC | 0.00% | Add +1.5% | 275 | $16K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -71.5% | 272 | $15K |
| MAI Capital Management | 0.00% | No change | 234 | $13K |
| IFP Advisors, Inc | 0.00% | Add +1.3% | 232 | $13K |
| Lanark Financial, Inc. | 0.00% | New | 165 | $9K |
| Bogart Wealth, LLC | 0.00% | No change | 155 | $9K |
| Ameritas Advisory Services, LLC | 0.00% | New | 150 | $8K |
| FMR LLC | 0.00% | Reduce -11.9% | 118 | $7K |
| Lowe Wealth Advisors, LLC | 0.00% | No change | 117 | $7K |
| Global Retirement Partners, LLC | 0.00% | — | 103 | $6K |
| Aptus Capital Advisors, LLC | 0.00% | New | 100 | $6K |
| Total Investment Management Inc. | 0.00% | New | 76 | $4K |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 71 | $4K |
| Investors Research Corp | 0.00% | No change | 72 | $4K |
| Sound Income Strategies, LLC | 0.00% | Reduce -74.2% | 63 | $4K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | Add +1.9% | 55 | $3K |
| AE Wealth Management LLC | 0.00% | Add +400.0% | 45 | $3K |
| IAG Wealth Partners, LLC | 0.00% | New | 32 | $2K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 14 | $790 |
"% 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.