JPEM Institutional Ownership & Shareholders
JPM DIVERSIFIED RET EM EQUIT (JPEM) is currently held by 111 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $292.37M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Lpl Financial Llc is currently the largest disclosed institutional shareholder of JPEM tracked by InsiderSet, reporting ownership valued at approximately $23.75M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $23.29M, representing an estimated loss of -1.94% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 47% of the total disclosed JPEM value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, Bank Of America Corp, Morgan Stanley, and several other long-term asset managers with concentrated positions in JPM DIVERSIFIED RET EM EQUIT (JPEM).
This page ranks the largest institutional JPEM shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
111
Total Reported Value
$292.37M
Largest Holder
Lpl Financial Llc
Largest Position
$23.75M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
107
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lpl Financial Llc | 0.01% | 378,373 | $23,754,235 | $23,292,642 | -$461,593 | -1.94% | |
| Bank Of America Corp | 0.00% | 338,153 | $21,229,216 | $20,816,699 | -$412,517 | -1.94% | |
| Morgan Stanley | 0.00% | 233,928 | $14,686,058 | $14,400,608 | -$285,450 | -1.94% | |
| Cetera Investment Advisers | 0.01% | 206,141 | $12,941,548 | $12,690,040 | -$251,508 | -1.94% | |
| Sam Advisors, Llc | 3.45% | 201,299 | $12,637,530 | $12,391,966 | -$245,564 | -1.94% | |
| American Money Management, Llc | 1.77% | 196,972 | $12,365,930 | $12,125,596 | -$240,334 | -1.94% | |
| Wells Fargo & Company/Mn | 0.00% | 180,905 | $11,357,247 | $11,136,512 | -$220,735 | -1.94% | |
| Focus Partners Wealth | 0.01% | 160,092 | $10,050,623 | $9,855,264 | -$195,359 | -1.94% | |
| Kwb Wealth | 0.78% | 143,583 | $9,089,537 | $8,838,969 | -$250,568 | -2.76% | |
| Old Mission Capital Llc | 0.23% | 143,158 | $8,987,459 | $8,812,806 | -$174,653 | -1.94% | |
| Ameriprise Financial Inc | 0.00% | 131,487 | $8,254,775 | $8,094,340 | -$160,435 | -1.94% | |
| Avantax Planning Partners, Inc. | 0.21% | 129,233 | $8,181,108 | $7,955,583 | -$225,525 | -2.76% | |
| Corient Private Wealth Llc | 0.01% | 117,326 | $7,365,769 | $7,222,589 | -$143,180 | -1.94% | |
| Segall Bryant & Hamill, Llc | 0.09% | 117,327 | $7,365,769 | $7,222,650 | -$143,119 | -1.94% | |
| Cerity Partners Llc | 0.01% | 109,825 | $6,894,787 | $6,760,827 | -$133,960 | -1.94% | |
| Linscomb Wealth, Inc. | 0.30% | 108,749 | $6,827,286 | $6,694,588 | -$132,698 | -1.94% | |
| Ubs Group Ag | 0.00% | 105,317 | $6,611,801 | $6,483,315 | -$128,486 | -1.94% | |
| Osaic Holdings, Inc. | 0.01% | 91,997 | $5,778,543 | $5,663,335 | -$115,208 | -1.99% | |
| Marshall Wace, Llp | 0.00% | 87,740 | $5,508,317 | $5,401,274 | -$107,043 | -1.94% | |
| Jpmorgan Chase & Co | 0.00% | 78,051 | $4,904,717 | $4,804,820 | -$99,897 | -2.04% | |
| Goldman Sachs Group Inc | 0.00% | 76,590 | $4,808,320 | $4,714,880 | -$93,440 | -1.94% | |
| Summit Financial, Llc | 0.05% | 71,555 | $4,492,245 | $4,404,926 | -$87,319 | -1.94% | |
| Jones Financial Companies Lllp | 0.00% | 70,777 | $4,436,324 | $4,357,032 | -$79,292 | -1.79% | |
| Berger Financial Group, Inc | 0.22% | 68,223 | $4,283,060 | $4,199,808 | -$83,252 | -1.94% | |
| Commonwealth Equity Services, Llc | 0.01% | 63,490 | $4,019,240 | $3,908,444 | -$110,796 | -2.76% | |
| Jacobi Capital Management Llc | 0.18% | 59,240 | $3,719,091 | $3,646,814 | -$72,277 | -1.94% | |
| Raymond James Financial Inc | 0.00% | 58,129 | $3,649,347 | $3,578,421 | -$70,926 | -1.94% | |
| Tactive Advisors, Llc | 0.81% | 53,077 | $3,360,022 | $3,267,420 | -$92,602 | -2.76% | |
| Citigroup Inc | 0.00% | 50,672 | $3,181,191 | $3,119,368 | -$61,823 | -1.94% | |
| Schiavi & Co Llc | 0.81% | 49,032 | $3,078,239 | $3,018,410 | -$59,829 | -1.94% | |
| Kingsview Wealth Management, Llc | 0.03% | 45,821 | $2,876,665 | $2,820,741 | -$55,924 | -1.94% | |
| Citadel Advisors Llc | 0.00% | 41,334 | $2,594,949 | $2,544,521 | -$50,428 | -1.94% | |
| Tiemann Investment Advisors, Llc | 0.84% | 36,960 | $2,320,349 | $2,275,258 | -$45,091 | -1.94% | |
| Rhs Financial, Llc | 0.75% | 34,853 | $2,206,394 | $2,145,551 | -$60,843 | -2.76% | |
| Bkm Wealth Management, Llc | 0.68% | 33,126 | $2,097,043 | $2,039,237 | -$57,806 | -2.76% | |
| Flow Traders U.S. Llc | 0.08% | 31,901 | $2,003,000 | $1,963,826 | -$39,174 | -1.96% | |
| Birchwood Financial Partners, Inc. | 1.43% | 30,213 | $1,912,621 | $1,859,912 | -$52,709 | -2.76% | |
| Royal Bank Of Canada | 0.00% | 29,590 | $1,858,000 | $1,821,560 | -$36,440 | -1.96% | |
| Focus Financial Network, Inc. | 0.06% | 28,714 | $1,817,747 | $1,767,634 | -$50,113 | -2.76% | |
| Virtu Financial Llc | 0.05% | 24,593 | $1,544,000 | $1,513,945 | -$30,055 | -1.95% | |
| &Partners | 0.01% | 24,474 | $1,536,485 | $1,506,619 | -$29,866 | -1.94% | |
| Natixis Advisors, Llc | 0.00% | 22,238 | $1,396,000 | $1,368,971 | -$27,029 | -1.94% | |
| Accel Wealth Management | 0.30% | 21,808 | $1,380,562 | $1,342,500 | -$38,062 | -2.76% | |
| Signet Financial Management, Llc | 0.15% | 21,467 | $1,333,672 | $1,321,509 | -$12,163 | -0.91% | |
| Jane Street Group, Llc | 0.00% | 20,355 | $1,277,887 | $1,253,054 | -$24,833 | -1.94% | |
| Argent Trust Co | 0.03% | 14,529 | $912,132 | $894,405 | -$17,727 | -1.94% | |
| Bond & Devick Financial Network, Inc. | 0.22% | 14,151 | $895,830 | $871,136 | -$24,694 | -2.76% | |
| Moneco Advisors, Llc | 0.05% | 14,096 | $884,919 | $867,750 | -$17,169 | -1.94% | |
| Susquehanna International Group, Llp | 0.00% | 13,781 | $865,171 | $848,358 | -$16,813 | -1.94% | |
| Avidian Wealth Enterprises, Llc | 0.02% | 12,905 | $816,921 | $794,432 | -$22,489 | -2.75% |
Frequently asked questions about JPEM
Who are the largest institutional holders of JPEM?
The largest institutional holders of JPEM reported in the latest SEC Form 13F filings include Lpl Financial Llc, Bank Of America Corp, Morgan Stanley, Cetera Investment Advisers, and Sam Advisors, Llc. InsiderSet ranks institutional holders by their latest reported JPEM position.
What is JPEM institutional ownership?
This page tracks JPEM positions reported by institutional investment managers through SEC Form 13F. JPM DIVERSIFIED RET EM EQUIT (JPEM) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own JPEM?
InsiderSet currently tracks 111 institutional managers reporting JPEM holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of JPEM shareholders.
How much JPEM stock do institutions own?
Institutional investment managers disclosed approximately $292.37M in JPEM holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was JPEM institutional ownership last updated?
The latest JPEM institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional JPEM holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its JPEM position after the reporting date.
Are institutions buying or selling JPEM?
Institutional buying and selling can be analyzed by comparing JPEM positions across consecutive 13F reporting periods. InsiderSet's JPEM Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View JPEM ownership changes.
How has JPEM institutional ownership changed over time?
InsiderSet tracks JPEM institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.