JPM Diversified Ret Em EquitJPEMETF
13F holders, Q3 2025 (September 30)107holders −9
5new positions
11sold out
$58.92avg. 13F price*
At the end of Q3 2025, 107 institutions reported holding JPM Diversified Ret Em Equit (JPEM) in their 13F filings, down 9 from Q2 2025. 5 opened new positions and 11 sold out. The largest holders were LPL Financial LLC ($23.4M), Bank of America Corp. ($19.1M) and Morgan Stanley ($14.9M).
- Company
- JPM Diversified Ret Em Equit
- Filed as
- J P MORGAN EXCHANGE TRADED F (Q3 2025)
- CUSIP
- 46641Q308
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $2.7M |
| Exits | 11 | $1.8M |
All 13F filers, Q2 2025 → Q3 2025: 705,425 shares bought and 400,183 shares sold, net +305,242 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 107 holders
| LPL Financial LLC | 0.01% | Add +25.3% | 396,855 | $23.4M |
| Bank of America Corp. | 0.00% | Add +52.4% | 323,089 | $19.1M |
| Morgan Stanley | 0.00% | Add +2.6% | 252,033 | $14.9M |
| Cetera Investment Advisers | 0.02% | Add +1203.9% | 232,397 | $13.7M |
| SAM Advisors, LLC | 3.68% | Add +1.2% | 193,380 | $11.4M |
| American Money Management, LLC | 1.80% | Reduce -1.4% | 183,341 | $10.8M |
| Prime Capital Investment Advisors, LLC | 0.13% | Add +3.1% | 179,311 | $10.6M |
| KWB Wealth | 0.98% | Add +3.0% | 157,475 | $8.9M |
| Focus Partners Wealth | 0.01% | Add +2.7% | 147,592 | $8.7M |
| Cerity Partners LLC | 0.01% | Reduce -2.1% | 144,802 | $8.5M |
| Corient Private Wealth LP | 0.01% | Reduce -4.8% | 138,662 | $8.2M |
| Linscomb Wealth, Inc. | 0.35% | Reduce -3.3% | 138,096 | $8.1M |
| Segall Bryant & Hamill, LLC | 0.10% | Reduce -5.6% | 131,773 | $7.8M |
| Amplius Wealth Advisors, LLC | 0.67% | Add +5.4% | 130,446 | $7.7M |
| Avantax Planning Partners, Inc. | 0.21% | Add +2.8% | 124,688 | $7.4M |
| Ameriprise Financial Inc. | 0.00% | Add +1.9% | 98,231 | $5.8M |
| Tactive Advisors, LLC | 1.64% | Add +307.2% | 98,133 | $5.8M |
| Osaic Holdings, Inc. | 0.01% | Add +62.0% | 95,373 | $5.6M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -1.9% | 90,523 | $5.3M |
| Wells Fargo & Company | 0.00% | Add +104.2% | 89,369 | $5.3M |
| Marshall Wace, LLP | 0.01% | No change | 87,740 | $5.2M |
| JPMorgan Chase & Co. | 0.00% | Reduce -12.6% | 79,236 | $4.7M |
| Berger Financial Group, Inc | 0.24% | Add +6.7% | 69,188 | $4.1M |
| Avestar Capital, LLC | 0.28% | Reduce -2.0% | 65,621 | $3.9M |
| Old Mission Capital LLC | 0.13% | Reduce -76.8% | 63,762 | $3.8M |
| Sovran Advisors, LLC | 0.33% | Add +1.4% | 62,422 | $3.8M |
| Citigroup Inc. | 0.00% | Reduce -29.9% | 58,621 | $3.5M |
| RHS Financial, LLC | 1.74% | Add +3.4% | 56,871 | $3.4M |
| Raymond James Financial Inc. | 0.00% | Reduce -38.8% | 56,012 | $3.3M |
| Schiavi & Co LLC | 1.05% | Reduce -8.2% | 54,047 | $3.2M |
| Jacobi Capital Management LLC | 0.17% | Add +4.5% | 46,445 | $2.7M |
| Kingsview Wealth Management, LLC | 0.04% | Add +24.8% | 44,651 | $2.6M |
| Tiemann Investment Advisors, LLC | 0.84% | Add +3.2% | 37,092 | $2.2M |
| Summit Financial, LLC | 0.03% | New | 36,564 | $2.2M |
| Jones Financial Companies LLLP | 0.00% | Add +18.5% | 35,636 | $2.1M |
| Accel Wealth Management | 0.60% | Add +118.4% | 34,927 | $2.1M |
| Merit Financial Group, LLC | 0.02% | Reduce -3.3% | 32,039 | $1.9M |
| Integrated Wealth Concepts LLC | 0.02% | Reduce -2.5% | 30,542 | $1.8M |
| Cedar Point Capital Partners, LLC | 1.14% | Add +4.3% | 29,346 | $1.7M |
| Focus Financial Network, Inc. | 0.05% | Add +1.8% | 25,356 | $1.5M |
| &partners | 0.01% | Add +0.9% | 24,949 | $1.5M |
| Royal Bank of Canada | 0.00% | Reduce -3.5% | 24,333 | $1.4M |
| BKM Wealth Management, LLC | 0.44% | Add +7.6% | 20,267 | $1.2M |
| Edge Financial Advisors LLC | 0.49% | Add +1.1% | 18,551 | $1.1M |
| Signet Financial Management, LLC | 0.12% | Add +10.5% | 17,110 | $1.0M |
| Allworth Financial LP | 0.00% | Reduce -7.8% | 16,125 | $951K |
| Argent Trust Co | 0.03% | No change | 14,896 | $879K |
| Shepherd Kaplan Krochuk, LLC | 0.70% | Reduce -7.3% | 14,545 | $858K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +3.9% | 14,519 | $851K |
| Bond & Devick Financial Network, Inc. | 0.25% | No change | 14,186 | $837K |
| 5T Wealth, LLC | 0.32% | Add +43.6% | 12,255 | $723K |
| Sharkey, Howes & Javer | 0.09% | Reduce -70.3% | 12,070 | $712K |
| Wealthedge Investment Advisors, LLC | 0.27% | Add +3.6% | 11,883 | $701K |
| Kelly Financial Group LLC | 0.18% | Reduce -0.3% | 11,247 | $664K |
| Potentia Wealth | 0.23% | Add +0.0% | 10,174 | $600K |
| Sigma Planning Corp | 0.02% | Add +0.6% | 9,727 | $574K |
| L & S Advisors Inc | 0.06% | Add +11.5% | 9,374 | $553K |
| UBS Group AG | 0.00% | Add +8.2% | 9,068 | $535K |
| Moneco Advisors, LLC | 0.04% | Add +5.5% | 8,842 | $522K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +101.3% | 8,790 | $519K |
| Barnes Pettey Financial Advisors, LLC | 0.26% | Add +1.3% | 8,161 | $481K |
| Equitable Holdings, Inc. | 0.00% | Add +4.5% | 7,672 | $453K |
| Captrust Financial Advisors | 0.00% | No change | 7,605 | $449K |
| MML Investors Services, LLC | 0.00% | Reduce -17.0% | 6,907 | $407K |
| Daymark Wealth Partners, LLC | 0.01% | Reduce -19.4% | 6,493 | $383K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -20.9% | 6,357 | $375K |
| Precedent Wealth Partners, LLC | 0.07% | Reduce -62.4% | 5,743 | $339K |
| Lodestone Wealth Management LLC | 0.15% | Add +0.3% | 5,695 | $336K |
| Private Advisor Group, LLC | 0.00% | Reduce -22.7% | 5,368 | $317K |
| Townsquare Capital LLC | 0.04% | No change | 5,029 | $297K |
| Strategic Financial Concepts, LLC | 0.04% | Add +7.8% | 4,627 | $278K |
| Empowered Funds, LLC | 0.00% | New | 4,701 | $277K |
| 49 Wealth Management, LLC | 0.03% | Reduce -21.8% | 4,585 | $270K |
| Coppell Advisory Solutions LLC | 0.03% | New | 4,427 | $260K |
| Richard P Slaughter Associates Inc | 0.06% | No change | 4,341 | $256K |
| 3Chopt Investment Partners, LLC | 0.06% | Add +2.1% | 4,235 | $250K |
| Cadence Bank | 0.01% | No change | 4,093 | $241K |
| MN Wealth Advisors, LLC | 0.12% | Reduce -4.3% | 3,952 | $233K |
| RVW Wealth, LLC | 0.02% | No change | 3,779 | $223K |
| Slow Capital, Inc. | 0.02% | Reduce -11.8% | 3,440 | $203K |
| Wealthspire Advisors, LLC | 0.00% | Reduce -27.0% | 3,164 | $187K |
| LOM Asset Management Ltd | 0.05% | Add +353.9% | 2,655 | $157K |
| Harbor Asset Planning, Inc. | 0.13% | Add +0.6% | 2,391 | $141K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 2,345 | $138K |
| GPS Wealth Strategies Group, LLC | 0.01% | Add +0.1% | 2,016 | $119K |
| SYM FINANCIAL Corp | 0.01% | Add +7.5% | 1,654 | $98K |
| Private Trust Co. NA | 0.01% | No change | 1,623 | $96K |
| NewEdge Advisors, LLC | 0.00% | Add +1.1% | 651 | $38K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -25.4% | 552 | $33K |
| First Pacific Financial | 0.00% | Reduce -20.4% | 543 | $32K |
| Ancora Advisors LLC | 0.00% | No change | 350 | $21K |
| Financial Gravity Asset Management, Inc. | 0.00% | — | 278 | $16K |
| Wagner Wealth Management, LLC | 0.00% | Add +0.7% | 277 | $16K |
| IFP Advisors, Inc | 0.00% | Add +6.0% | 246 | $15K |
| MAI Capital Management | 0.00% | No change | 234 | $14K |
| Advisory Services Network, LLC | 0.00% | New | 227 | $13K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -31.6% | 186 | $11K |
| Bogart Wealth, LLC | 0.00% | No change | 155 | $9K |
| AE Wealth Management LLC | 0.00% | Add +211.1% | 140 | $8K |
| FMR LLC | 0.00% | Add +16.1% | 137 | $8K |
"% 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.