JPM DIVERSIFIED RET EM EQUIT (JPEM) Institutional Ownership Changes & 13F Activity

JPM DIVERSIFIED RET EM EQUIT (JPEM). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Ameriprise Financial Inc, Corient Private Wealth Llc, Old Mission Capital Llc, Goldman Sachs Group Inc, and Cerity Partners Llc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Integrated Wealth Concepts LlcSell-22,321-67.3%10,824$679.51KQ2 2026Sep 09, 2026
Citadel Advisors LlcSell-9,158-18.1%41,334$2.59MQ2 2026Sep 02, 2026
Corient Private Wealth LlcBuy+111,874+2052.0%117,326$7.37MQ2 2026Aug 27, 2026
Kingsview Wealth Management, LlcBuy+351+0.8%45,821$2.88MQ2 2026Aug 19, 2026
Beacon Pointe Advisors, LlcBuy+4,8704,870$305.73KQ2 2026Aug 18, 2026
Equitable Holdings, Inc.Sell-2,325-24.9%6,999$439.40KQ2 2026Aug 17, 2026
Ameriprise Financial IncBuy+131,487131,487$8.25MQ2 2026Aug 14, 2026
Old Mission Capital LlcBuy+69,965+95.6%143,158$8.99MQ2 2026Aug 14, 2026
Goldman Sachs Group IncBuy+31,064+68.2%76,590$4.81MQ2 2026Aug 14, 2026
Cerity Partners LlcSell-29,035-20.9%109,825$6.89MQ2 2026Aug 14, 2026
Wells Fargo & Company/MnBuy+12,528+7.4%180,905$11.36MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+12,469+15.7%91,997$5.78MQ2 2026Aug 14, 2026
Jane Street Group, LlcSell-10,628-34.3%20,355$1.28MQ2 2026Aug 14, 2026
Bank Of America CorpBuy+9,741+3.0%338,153$21.23MQ2 2026Aug 14, 2026
Flow Traders U.S. LlcBuy+5,950+22.9%31,901$2.00MQ2 2026Aug 14, 2026
Royal Bank Of CanadaBuy+3,741+14.5%29,590$1.86MQ2 2026Aug 14, 2026
Jones Financial Companies LllpBuy+3,506+5.2%70,777$4.44MQ2 2026Aug 14, 2026
Natixis Advisors, LlcBuy+1,848+9.1%22,238$1.40MQ2 2026Aug 14, 2026
&PartnersBuy+1,183+5.1%24,474$1.54MQ2 2026Aug 14, 2026
Raymond James Financial IncBuy+588+1.0%58,129$3.65MQ2 2026Aug 14, 2026
Shepherd Kaplan Krochuk, LlcSell-585-8.8%6,078$381.58KQ2 2026Aug 14, 2026
Susquehanna International Group, LlpSell-477-3.3%13,781$865.17KQ2 2026Aug 14, 2026
Coastline Trust CoBuy+6868$4.27KQ2 2026Aug 14, 2026
Morgan StanleyBuy+17,704+8.2%233,928$14.69MQ2 2026Aug 13, 2026
Virtu Financial LlcBuy+13,697+125.7%24,593$1.54MQ2 2026Aug 13, 2026
American Money Management, LlcBuy+6,535+3.4%196,972$12.37MQ2 2026Aug 13, 2026
Sam Advisors, LlcBuy+4,104+2.1%201,299$12.64MQ2 2026Aug 13, 2026
Asset One Wealth Management LlcSell-3,488-50.2%3,466$220.66KQ2 2026Aug 13, 2026
Ubs Group AgBuy+458+0.4%105,317$6.61MQ2 2026Aug 13, 2026
Captrust Financial AdvisorsBuy+281+3.5%8,307$521.51KQ2 2026Aug 13, 2026
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Frequently asked questions about JPEM activity

  • Which institutional owners are buying JPEM?

    Institutional owners buying JPEM include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in JPEM activity?

    "Buy" means an investor increased their reported position in JPEM compared to the prior reporting period. This reflects growing exposure to JPM DIVERSIFIED RET EM EQUIT (JPEM) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in JPEM increasing?

    Institutional interest in JPEM can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.