JPM Diversified Ret Em EquitJPEMETF
13F holders, Q4 2025 (December 31)117holders +10
14new positions
7sold out
$60.75avg. 13F price*
At the end of Q4 2025, 117 institutions reported holding JPM Diversified Ret Em Equit (JPEM) in their 13F filings, up 10 from Q3 2025. 14 opened new positions and 7 sold out. The largest holders were LPL Financial LLC ($25.4M), Bank of America Corp. ($19.9M) and Morgan Stanley ($15.5M).
- Company
- JPM Diversified Ret Em Equit
- Filed as
- J P MORGAN EXCHANGE TRADED F (Q4 2025)
- CUSIP
- 46641Q308
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 14 | $3.8M |
| Exits | 7 | $5.2M |
All 13F filers, Q3 2025 → Q4 2025: 266,016 shares bought and 224,245 shares sold, net +41,771 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 117 holders
| LPL Financial LLC | 0.01% | Add +5.2% | 417,623 | $25.4M |
| Bank of America Corp. | 0.00% | Add +1.5% | 327,933 | $19.9M |
| Morgan Stanley | 0.00% | Add +1.2% | 254,970 | $15.5M |
| Cetera Investment Advisers | 0.02% | Add +1.7% | 236,262 | $14.3M |
| SAM Advisors, LLC | 3.74% | Add +0.6% | 194,578 | $11.8M |
| American Money Management, LLC | 1.78% | Add +1.7% | 186,472 | $11.3M |
| Prime Capital Investment Advisors, LLC | 0.13% | Reduce -0.0% | 179,244 | $10.9M |
| KWB Wealth | 0.92% | Add +1.1% | 159,191 | $9.7M |
| Focus Partners Wealth | 0.01% | Add +5.9% | 156,273 | $9.5M |
| Amplius Wealth Advisors, LLC | 0.70% | Add +5.5% | 137,618 | $8.4M |
| Linscomb Wealth, Inc. | 0.35% | Reduce -1.1% | 136,572 | $8.3M |
| Cerity Partners LLC | 0.01% | Reduce -8.3% | 132,839 | $8.1M |
| Corient Private Wealth LP | 0.01% | Reduce -4.9% | 131,841 | $8.0M |
| Tactive Advisors, LLC | 2.34% | Add +33.9% | 131,424 | $8.0M |
| Segall Bryant & Hamill, LLC | 0.10% | Reduce -4.8% | 125,416 | $7.6M |
| Avantax Planning Partners, Inc. | 0.21% | Reduce -1.7% | 122,545 | $7.4M |
| Wells Fargo & Company | 0.00% | Add +27.8% | 114,207 | $6.9M |
| Ameriprise Financial Inc. | 0.00% | Add +13.4% | 111,423 | $6.8M |
| Commonwealth Equity Services, LLC | 0.01% | Add +2.4% | 92,694 | $5.6M |
| Osaic Holdings, Inc. | 0.01% | Reduce -4.3% | 91,241 | $5.5M |
| Marshall Wace, LLP | 0.01% | No change | 87,740 | $5.3M |
| JPMorgan Chase & Co. | 0.00% | Add +4.7% | 82,982 | $5.0M |
| Berger Financial Group, Inc | 0.25% | Add +0.9% | 69,845 | $4.2M |
| Avestar Capital, LLC | 0.28% | Add +0.8% | 66,150 | $4.0M |
| RHS Financial, LLC | 1.77% | Add +5.1% | 59,748 | $3.6M |
| Raymond James Financial Inc. | 0.00% | Add +0.3% | 56,160 | $3.4M |
| Citigroup Inc. | 0.00% | Reduce -12.1% | 51,524 | $3.1M |
| Jacobi Capital Management LLC | 0.17% | Add +3.9% | 48,257 | $2.9M |
| Kingsview Wealth Management, LLC | 0.04% | Add +6.2% | 47,428 | $2.9M |
| Schiavi & Co LLC | 0.90% | Reduce -14.4% | 46,252 | $2.8M |
| Jones Financial Companies LLLP | 0.00% | Add +25.7% | 44,797 | $2.7M |
| Tiemann Investment Advisors, LLC | 0.88% | Add +1.0% | 37,457 | $2.3M |
| Susquehanna International Group, LLP | 0.00% | New | 36,789 | $2.2M |
| Summit Financial, LLC | 0.03% | Reduce -2.8% | 35,547 | $2.2M |
| Accel Wealth Management | 0.56% | Reduce -4.0% | 33,537 | $2.0M |
| Cedar Point Capital Partners, LLC | 1.26% | Add +10.7% | 32,480 | $2.0M |
| Merit Financial Group, LLC | 0.02% | Reduce -0.4% | 31,898 | $1.9M |
| Strategic Financial Concepts, LLC | 1.70% | Add +560.3% | 30,551 | $1.9M |
| BKM Wealth Management, LLC | 0.67% | Add +49.5% | 30,306 | $1.8M |
| Birchwood Financial Partners, Inc. | 1.73% | — | 28,733 | $1.7M |
| Focus Financial Network, Inc. | 0.05% | Reduce -0.6% | 25,202 | $1.5M |
| &partners | 0.01% | Reduce -2.6% | 24,294 | $1.5M |
| Royal Bank of Canada | 0.00% | Reduce -1.2% | 24,046 | $1.5M |
| Signet Financial Management, LLC | 0.13% | Add +10.3% | 18,881 | $1.1M |
| Edge Financial Advisors LLC | 0.48% | Add +0.9% | 18,717 | $1.1M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +8.4% | 15,744 | $976K |
| Argent Trust Co | 0.03% | Reduce -2.7% | 14,489 | $880K |
| Bond & Devick Financial Network, Inc. | 0.24% | No change | 14,186 | $862K |
| Allworth Financial LP | 0.00% | Reduce -13.7% | 13,921 | $845K |
| 5T Wealth, LLC | 0.32% | Add +6.3% | 13,021 | $791K |
| Contango Wealth Management LLC | 0.79% | — | 11,671 | $709K |
| Goldman Sachs Group Inc. | 0.00% | New | 11,587 | $704K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -62.3% | 11,502 | $699K |
| Wealthedge Investment Advisors, LLC | 0.25% | Reduce -5.4% | 11,243 | $683K |
| Kelly Financial Group LLC | 0.17% | Reduce -0.8% | 11,153 | $677K |
| Moneco Advisors, LLC | 0.05% | Add +24.3% | 10,991 | $668K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +21.8% | 10,708 | $650K |
| Sovran Advisors, LLC | 0.06% | Reduce -83.5% | 10,280 | $649K |
| Sigma Planning Corp | 0.02% | Add +8.9% | 10,595 | $643K |
| UBS Group AG | 0.00% | Add +14.6% | 10,395 | $631K |
| Sharkey, Howes & Javer | 0.08% | Reduce -17.3% | 9,984 | $606K |
| L & S Advisors Inc | 0.06% | Reduce -0.8% | 9,300 | $565K |
| Barnes Pettey Financial Advisors, LLC | 0.25% | Add +1.0% | 8,239 | $500K |
| Shepherd Kaplan Krochuk, LLC | 0.41% | Reduce -44.0% | 8,145 | $495K |
| Captrust Financial Advisors | 0.00% | Add +1.1% | 7,686 | $467K |
| Asset One Wealth Management LLC | 0.06% | — | 7,004 | $451K |
| MML Investors Services, LLC | 0.00% | Add +1.1% | 6,986 | $424K |
| Envestnet Asset Management Inc. | 0.00% | Add +7.0% | 6,803 | $413K |
| Equitable Holdings, Inc. | 0.00% | Reduce -11.5% | 6,791 | $412K |
| Daymark Wealth Partners, LLC | 0.01% | Add +1.2% | 6,571 | $399K |
| MLG Wealth Management DBA Pine Grove Financial Group | 0.04% | — | 6,093 | $370K |
| Lodestone Wealth Management LLC | 0.14% | Add +1.5% | 5,780 | $351K |
| Precedent Wealth Partners, LLC | 0.07% | Reduce -3.7% | 5,528 | $336K |
| Private Advisor Group, LLC | 0.00% | Reduce -1.0% | 5,312 | $323K |
| Coppell Advisory Solutions LLC | 0.03% | Add +16.6% | 5,163 | $314K |
| Empowered Funds, LLC | 0.00% | Add +1.7% | 4,781 | $290K |
| Richard P Slaughter Associates Inc | 0.06% | No change | 4,341 | $264K |
| 3Chopt Investment Partners, LLC | 0.06% | Reduce -2.1% | 4,147 | $252K |
| 49 Wealth Management, LLC | 0.02% | Reduce -9.9% | 4,129 | $251K |
| Cadence Bank | 0.01% | No change | 4,093 | $249K |
| MN Wealth Advisors, LLC | 0.12% | Add +0.3% | 3,965 | $241K |
| RVW Wealth, LLC | 0.02% | No change | 3,779 | $229K |
| Aprio Wealth Management, LLC | 0.01% | New | 3,500 | $213K |
| Walkner Condon Financial Advisors LLC | 0.03% | New | 3,413 | $207K |
| LOM Asset Management Ltd | 0.05% | Add +15.1% | 3,055 | $186K |
| Harbor Asset Planning, Inc. | 0.13% | Add +1.6% | 2,428 | $147K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 2,345 | $142K |
| Litman Gregory Wealth Management LLC | 0.01% | New | 2,193 | $133K |
| SYM FINANCIAL Corp | 0.01% | No change | 1,654 | $100K |
| Private Trust Co. NA | 0.01% | No change | 1,623 | $99K |
| Kestra Advisory Services, LLC | 0.00% | New | 1,431 | $87K |
| First Horizon Corp. | 0.00% | New | 1,362 | $83K |
| Farther Finance Advisors, LLC | 0.00% | Add +126.1% | 1,248 | $76K |
| BlackRock, Inc. | 0.00% | New | 1,088 | $66K |
| Cwm, LLC | 0.00% | New | 966 | $59K |
| NewEdge Advisors, LLC | 0.00% | Add +1.4% | 660 | $40K |
| Aptus Capital Advisors, LLC | 0.00% | Add +475.0% | 575 | $35K |
| MAI Capital Management | 0.00% | Add +129.5% | 537 | $33K |
| First Pacific Financial | 0.00% | Reduce -2.4% | 530 | $32K |
| FMR LLC | 0.00% | Add +175.2% | 377 | $23K |
"% 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.