JPM Diversified Ret Em EquitJPEMETF
13F holders, Q1 2026 (March 31)127holders +10
20new positions
7sold out
1famous investor
$62.03avg. 13F price*
At the end of Q1 2026, 127 institutions reported holding JPM Diversified Ret Em Equit (JPEM) in their 13F filings, up 10 from Q4 2025. 20 opened new positions and 7 sold out. The largest holders were LPL Financial LLC ($22.9M), Bank of America Corp. ($20.4M) and Morgan Stanley ($13.4M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- JPM Diversified Ret Em Equit
- Filed as
- J P MORGAN EXCHANGE TRADED F (Q1 2026)
- CUSIP
- 46641Q308
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 20 | $20.9M |
| Exits | 7 | $792K |
All 13F filers, Q4 2025 → Q1 2026: 665,076 shares bought and 763,474 shares sold, net −98,398 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 127 holders
| LPL Financial LLC | 0.01% | Reduce -11.8% | 368,512 | $22.9M |
| Bank of America Corp. | 0.00% | Add +0.1% | 328,412 | $20.4M |
| Morgan Stanley | 0.00% | Reduce -15.2% | 216,224 | $13.4M |
| Cetera Investment Advisers | 0.01% | Reduce -11.0% | 210,347 | $13.1M |
| SAM Advisors, LLC | 3.84% | Add +1.3% | 197,195 | $12.3M |
| American Money Management, LLC | 1.87% | Add +2.1% | 190,437 | $11.8M |
| Wells Fargo & Company | 0.00% | Add +47.4% | 168,377 | $10.5M |
| Focus Partners Wealth | 0.01% | Add +1.1% | 157,999 | $9.8M |
| KWB Wealth | 0.96% | No change | 159,191 | $9.7M |
| Cerity Partners LLC | 0.01% | Add +4.5% | 138,860 | $8.6M |
| Avantax Planning Partners, Inc. | 0.21% | Add +0.9% | 123,594 | $7.7M |
| Ameriprise Financial Inc. | 0.00% | Add +7.6% | 119,892 | $7.4M |
| Segall Bryant & Hamill, LLC | 0.11% | Reduce -5.5% | 118,501 | $7.4M |
| Linscomb Wealth, Inc. | 0.32% | Reduce -15.1% | 116,015 | $7.2M |
| UBS Group AG | 0.00% | Add +908.7% | 104,859 | $6.5M |
| Independent Advisor Alliance | 0.06% | New | 95,046 | $5.9M |
| Marshall Wace, LLP | 0.01% | No change | 87,740 | $5.5M |
| JPMorgan Chase & Co. | 0.00% | Add +1.1% | 83,921 | $5.1M |
| Osaic Holdings, Inc. | 0.01% | Reduce -12.8% | 79,528 | $4.9M |
| Tactive Advisors, LLC | 1.34% | Reduce -41.7% | 76,635 | $4.8M |
| Old Mission Capital LLC | 0.11% | New | 73,193 | $4.5M |
| Berger Financial Group, Inc | 0.24% | Reduce -0.1% | 69,752 | $4.3M |
| Avestar Capital, LLC | 0.29% | Add +1.7% | 67,252 | $4.2M |
| Jones Financial Companies LLLP | 0.00% | Add +50.2% | 67,271 | $4.0M |
| Summit Financial, LLC | 0.05% | Add +78.3% | 63,383 | $3.9M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -31.8% | 63,262 | $3.9M |
| Raymond James Financial Inc. | 0.00% | Add +2.5% | 57,541 | $3.6M |
| Jacobi Capital Management LLC | 0.19% | Add +12.7% | 54,393 | $3.4M |
| Strategic Financial Concepts, LLC | 0.81% | Add +73.1% | 52,872 | $3.3M |
| RHS Financial, LLC | 1.51% | Reduce -14.1% | 51,321 | $3.2M |
| Citigroup Inc. | 0.00% | Reduce -1.2% | 50,915 | $3.2M |
| Citadel Advisors | 0.00% | New | 50,492 | $3.1M |
| Goldman Sachs Group Inc. | 0.00% | Add +292.9% | 45,526 | $2.8M |
| Kingsview Wealth Management, LLC | 0.04% | Reduce -4.1% | 45,470 | $2.8M |
| Schiavi & Co LLC | 0.80% | Reduce -6.6% | 43,208 | $2.7M |
| Tiemann Investment Advisors, LLC | 0.91% | Reduce -0.8% | 37,165 | $2.3M |
| Accel Wealth Management | 0.55% | Add +1.0% | 33,883 | $2.1M |
| Integrated Wealth Concepts LLC | 0.02% | Add +188.2% | 33,145 | $2.1M |
| BKM Wealth Management, LLC | 0.72% | Add +5.0% | 31,826 | $2.0M |
| Jane Street Group, LLC | 0.00% | New | 30,983 | $1.9M |
| Birchwood Financial Partners, Inc. | 1.73% | Add +0.4% | 28,840 | $1.8M |
| Merit Financial Group, LLC | 0.01% | Reduce -15.4% | 26,991 | $1.7M |
| Focus Financial Network, Inc. | 0.06% | Add +6.9% | 26,939 | $1.7M |
| Flow Traders U.S. LLC | 0.05% | New | 25,951 | $1.6M |
| Royal Bank of Canada | 0.00% | Add +7.5% | 25,849 | $1.6M |
| &partners | 0.01% | Reduce -4.1% | 23,291 | $1.5M |
| Signet Financial Management, LLC | 0.15% | Add +13.7% | 21,467 | $1.3M |
| Natixis Advisors, LLC | 0.00% | New | 20,390 | $1.3M |
| Amplius Wealth Advisors, LLC | 0.08% | Reduce -89.0% | 15,120 | $939K |
| Argent Trust Co | 0.03% | No change | 14,489 | $900K |
| Susquehanna International Group, LLP | 0.00% | Reduce -61.2% | 14,258 | $886K |
| Bond & Devick Financial Network, Inc. | 0.25% | Reduce -0.3% | 14,151 | $879K |
| Allworth Financial LP | 0.00% | Reduce -3.3% | 13,456 | $836K |
| Moneco Advisors, LLC | 0.06% | Add +21.0% | 13,296 | $826K |
| 5T Wealth, LLC | 0.33% | Add +1.8% | 13,254 | $823K |
| Avidian Wealth Enterprises, LLC | 0.03% | New | 12,842 | $798K |
| Kelly Financial Group LLC | 0.18% | Add +5.1% | 11,723 | $728K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +5.0% | 11,243 | $699K |
| Virtu Financial LLC | 0.03% | New | 10,896 | $677K |
| Sigma Planning Corp | 0.02% | Reduce -0.3% | 10,566 | $656K |
| Cedar Point Capital Partners, LLC | 0.42% | Reduce -67.7% | 10,491 | $652K |
| Wealthedge Investment Advisors, LLC | 0.24% | Reduce -6.8% | 10,479 | $651K |
| Contango Wealth Management LLC | 0.75% | Reduce -11.0% | 10,391 | $646K |
| L & S Advisors Inc | 0.07% | Add +1.8% | 9,463 | $588K |
| Equitable Holdings, Inc. | 0.00% | Add +37.3% | 9,324 | $570K |
| Barnes Pettey Financial Advisors, LLC | 0.22% | Reduce -0.0% | 8,236 | $512K |
| Captrust Financial Advisors | 0.00% | Add +4.4% | 8,026 | $499K |
| Daymark Wealth Partners, LLC | 0.01% | Add +15.9% | 7,614 | $473K |
| Asset One Wealth Management LLC | 0.05% | Reduce -0.7% | 6,954 | $454K |
| Sharkey, Howes & Javer | 0.06% | Reduce -27.2% | 7,271 | $452K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -1.1% | 6,729 | $418K |
| Shepherd Kaplan Krochuk, LLC | 0.35% | Reduce -18.2% | 6,663 | $414K |
| Sovran Advisors, LLC | 0.03% | Reduce -42.6% | 5,899 | $383K |
| MLG Wealth Management DBA Pine Grove Financial Group | 0.04% | Reduce -0.2% | 6,079 | $378K |
| MML Investors Services, LLC | 0.00% | Reduce -13.2% | 6,064 | $377K |
| Lodestone Wealth Management LLC | 0.14% | Reduce -0.1% | 5,775 | $359K |
| Corient Private Wealth LP | 0.00% | Reduce -95.9% | 5,452 | $339K |
| Private Advisor Group, LLC | 0.00% | Add +0.2% | 5,322 | $331K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -67.8% | 5,065 | $316K |
| Precedent Wealth Partners, LLC | 0.06% | Reduce -14.2% | 4,742 | $295K |
| Prime Capital Investment Advisors, LLC | 0.00% | Reduce -97.5% | 4,562 | $283K |
| MN Wealth Advisors, LLC | 0.13% | Add +10.6% | 4,387 | $273K |
| Richard P Slaughter Associates Inc | 0.06% | No change | 4,341 | $270K |
| LOM Asset Management Ltd | 0.08% | Add +39.3% | 4,255 | $264K |
| 3Chopt Investment Partners, LLC | 0.06% | No change | 4,147 | $258K |
| Huntington National Bank | 0.00% | New | 4,093 | $254K |
| RVW Wealth, LLC | 0.02% | No change | 3,779 | $235K |
| 49 Wealth Management, LLC | 0.02% | Reduce -11.1% | 3,671 | $228K |
| Mariner, LLC | 0.00% | New | 3,592 | $223K |
| Aprio Wealth Management, LLC | 0.01% | No change | 3,500 | $217K |
| Walkner Condon Financial Advisors LLC | 0.03% | No change | 3,413 | $212K |
| Truist Financial Corp. | 0.00% | New | 3,252 | $202K |
| Assetmark, Inc. | 0.00% | New | 3,130 | $194K |
| Harbor Asset Planning, Inc. | 0.13% | Add +0.3% | 2,435 | $151K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 2,345 | $146K |
| SYM FINANCIAL Corp | 0.01% | No change | 1,654 | $103K |
| Private Trust Co. NA | 0.01% | No change | 1,623 | $101K |
| Farther Finance Advisors, LLC | 0.00% | No change | 1,248 | $78K |
| Cwm, LLC | 0.00% | Add +25.1% | 1,208 | $75K |
| BlackRock, Inc. | 0.00% | Add +2.1% | 1,111 | $69K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 968 | $60K |
| Richards, Merrill & Peterson, Inc. | 0.02% | New | 846 | $53K |
| NewEdge Advisors, LLC | 0.00% | Reduce -0.8% | 655 | $41K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -5.7% | 542 | $34K |
| First Pacific Financial | 0.00% | Reduce -0.8% | 526 | $33K |
| CX Institutional | 0.00% | New | 446 | $28K |
| Ancora Advisors LLC | 0.00% | No change | 350 | $22K |
| FMR LLC | 0.00% | Reduce -11.1% | 335 | $21K |
| Wagner Wealth Management, LLC | 0.00% | Add +0.3% | 283 | $18K |
| IFP Advisors, Inc | 0.00% | Add +0.4% | 251 | $16K |
| MAI Capital Management | 0.00% | Reduce -56.4% | 234 | $15K |
| Advisory Services Network, LLC | 0.00% | New | 227 | $14K |
| Lanark Financial, Inc. | 0.00% | No change | 200 | $12K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 186 | $12K |
| International Assets Investment Management, LLC | 0.00% | No change | 168 | $10K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 154 | $10K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Add +20.0% | 144 | $9K |
| Signaturefd, LLC | 0.00% | New | 135 | $8K |
| Sound Income Strategies, LLC | 0.00% | No change | 63 | $4K |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 57 | $4K |
| Key Capital Management, INC | 0.00% | New | 51 | $3K |
| Larson Financial Group LLC | 0.00% | No change | 16 | $994 |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 14 | $870 |
| Vanguard Advisers Inc. | 0.00% | — | 10 | $621 |
| AE Wealth Management LLC | 0.00% | Reduce -80.4% | 9 | $559 |
| Basepoint Wealth LLC | 0.00% | New | 4 | $249 |
| Financial Gravity Asset Management, Inc. | 0.00% | Reduce -99.3% | 2 | $124 |
"% 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.