JPM DIVERSIFIED RET EM EQUIT JPEM
$62.74
+0.7% 52w: $51.82 – $66.07
Latest 13F among current holders filed 26 days ago (Jun 9, 2026)
Price — last 12 months
research preview data51.8258.9566.07
Jun 20, 2025 Jul 2, 2026
Institutional holders
126
+10 QoQ
13F value
$293.2M
-3.1% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns JPEM?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| LPL Financial LLC | Bank broker | 368.5K | $22.9M | 0.0% | -11.8% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 328.4K | $20.4M | 0.0% | +0.1% |
| MORGAN STANLEY | Bank broker | 216.2K | $13.4M | 0.0% | -15.2% |
| Cetera Investment Advisers | Wealth advisor | 210.3K | $13.1M | 0.0% | -11.0% |
| SAM Advisors, LLC | Wealth advisor | 197.2K | $12.3M | 3.8% | +1.3% |
| American Money Management, LLC | Other | 190.4K | $11.8M | 1.9% | +2.1% |
| WELLS FARGO & COMPANY/MN | Bank broker | 168.4K | $10.5M | 0.0% | +47.4% |
| Focus Partners Wealth | Wealth advisor | 158.0K | $9.8M | 0.0% | +1.1% |
| KWB Wealth | Wealth advisor | 159.2K | $9.7M | 1.0% | Held |
| Cerity Partners LLC | Diversified mechanical | 138.9K | $8.6M | 0.0% | +4.5% |
| Avantax Planning Partners, Inc. | Wealth advisor | 123.6K | $7.7M | 0.2% | +0.9% |
| AMERIPRISE FINANCIAL INC | Bank broker | 119.9K | $7.4M | 0.0% | +7.6% |
| SEGALL BRYANT & HAMILL, LLC | Other | 118.5K | $7.4M | 0.1% | -5.5% |
| Linscomb Wealth, Inc. | Wealth advisor | 116.0K | $7.2M | 0.3% | -15.1% |
| UBS Group AG | Bank broker | 104.9K | $6.5M | 0.0% | +908.7% |
| Independent Advisor Alliance | Wealth advisor | 95.0K | $5.9M | 0.1% | New |
| MARSHALL WACE, LLP | Quant stat arb | 87.7K | $5.5M | 0.0% | Held |
| JPMORGAN CHASE & CO | Bank broker | 83.9K | $5.1M | 0.0% | +1.1% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 79.5K | $4.9M | 0.0% | -12.8% |
| Tactive Advisors, LLC | Wealth advisor | 76.6K | $4.8M | 1.3% | -41.7% |
| OLD MISSION CAPITAL LLC | Wealth advisor | 73.2K | $4.5M | 0.1% | New |
| Berger Financial Group, Inc | Wealth advisor | 69.8K | $4.3M | 0.2% | -0.1% |
| Avestar Capital, LLC | Other | 67.3K | $4.2M | 0.3% | +1.7% |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 67.3K | $4.0M | 0.0% | +50.2% |
| Summit Financial, LLC | Wealth advisor | 63.4K | $3.9M | 0.1% | +78.3% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 63.3K | $3.9M | 0.0% | -31.8% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 57.5K | $3.6M | 0.0% | +2.5% |
| Jacobi Capital Management LLC | Wealth advisor | 54.4K | $3.4M | 0.2% | +12.7% |
| Strategic Financial Concepts, LLC | Wealth advisor | 52.9K | $3.3M | 0.8% | +73.1% |
| RHS Financial, LLC | Wealth advisor | 51.3K | $3.2M | 1.5% | -14.1% |
| CITIGROUP INC | Bank broker | 50.9K | $3.2M | 0.0% | -1.2% |
| CITADEL ADVISORS LLC | Multistrat pod | 50.5K | $3.1M | 0.0% | New |
| GOLDMAN SACHS GROUP INC | Bank broker | 45.5K | $2.8M | 0.0% | +292.9% |
| Kingsview Wealth Management, LLC | Wealth advisor | 45.5K | $2.8M | 0.0% | -4.1% |
| Schiavi & Co LLC | Wealth advisor | 43.2K | $2.7M | 0.8% | -6.6% |
| TIEMANN INVESTMENT ADVISORS, LLC | Other | 37.2K | $2.3M | 0.9% | -0.8% |
| Accel Wealth Management | Wealth advisor | 33.9K | $2.1M | 0.5% | +1.0% |
| Integrated Wealth Concepts LLC | Wealth advisor | 33.1K | $2.1M | 0.0% | +188.2% |
| BKM Wealth Management, LLC | Wealth advisor | 31.8K | $2.0M | 0.7% | +5.0% |
| JANE STREET GROUP, LLC | Market maker | 31.0K | $1.9M | 0.0% | New |
| Birchwood Financial Partners, Inc. | Wealth advisor | 28.8K | $1.8M | 1.7% | +0.4% |
| Merit Financial Group, LLC | Wealth advisor | 27.0K | $1.7M | 0.0% | -15.4% |
| Focus Financial Network, Inc. | Wealth advisor | 26.9K | $1.7M | 0.1% | +6.9% |
| FLOW TRADERS U.S. LLC | Market maker | 26.0K | $1.6M | 0.1% | New |
| ROYAL BANK OF CANADA | Bank broker | 25.8K | $1.6M | 0.0% | +7.5% |
| &PARTNERS | Diversified mechanical | 23.3K | $1.5M | 0.0% | -4.1% |
| SIGNET FINANCIAL MANAGEMENT, LLC | Wealth advisor | 21.5K | $1.3M | 0.1% | +13.7% |
| NATIXIS ADVISORS, LLC | Diversified mechanical | 20.4K | $1.3M | 0.0% | New |
| Amplius Wealth Advisors, LLC | Wealth advisor | 15.1K | $939K | 0.1% | -89.0% |
| Argent Trust Co | Other | 14.5K | $900K | 0.0% | Held |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.