JPM DIVERSIFIED RET EM EQUIT (JPEM) Institutional Shareholders
JPM DIVERSIFIED RET EM EQUIT (JPEM) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $274.93M in JPEM holdings during the latest filing period.
Lpl Financial Llc is currently the largest disclosed institutional shareholder of JPEM tracked by InsiderSet, reporting ownership valued at approximately $22.89M in its March 31, 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 $24.15M, representing an estimated gain of +5.49% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 48% 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
116
Total Reported Value
$274.93M
Largest Holder
Lpl Financial Llc
Largest Position
$22.89M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
131
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% | 368,512 | $22,894,411 | $24,151,134 | +$1,256,723 | +5.49% | |
| Bank Of America Corp | 0.00% | 328,412 | $20,403,084 | $21,523,104 | +$1,120,020 | +5.49% | |
| Morgan Stanley | 0.00% | 216,224 | $13,433,294 | $14,170,651 | +$737,357 | +5.49% | |
| Cetera Investment Advisers | 0.01% | 210,347 | $13,068,122 | $13,785,490 | +$717,368 | +5.49% | |
| Sam Advisors, Llc | 3.84% | 197,195 | $12,251,026 | $12,923,549 | +$672,523 | +5.49% | |
| American Money Management, Llc | 1.87% | 190,437 | $11,831,208 | $12,480,651 | +$649,443 | +5.49% | |
| Wells Fargo & Company/Mn | 0.00% | 168,377 | $10,460,680 | $11,034,907 | +$574,227 | +5.49% | |
| Kwb Wealth | 0.84% | 156,463 | $9,822,750 | $10,254,100 | +$431,350 | +4.39% | |
| Focus Partners Wealth | 0.01% | 157,999 | $9,815,946 | $10,354,765 | +$538,819 | +5.49% | |
| Cerity Partners Llc | 0.01% | 138,860 | $8,626,861 | $9,100,454 | +$473,593 | +5.49% | |
| Avantax Planning Partners, Inc. | 0.20% | 127,408 | $7,998,674 | $8,349,925 | +$351,251 | +4.39% | |
| Segall Bryant & Hamill, Llc | 0.12% | 119,662 | $7,600,285 | $7,842,277 | +$241,992 | +3.18% | |
| Ameriprise Financial Inc | 0.00% | 119,892 | $7,448,748 | $7,857,350 | +$408,602 | +5.49% | |
| Linscomb Wealth, Inc. | 0.30% | 108,749 | $6,827,286 | $7,127,072 | +$299,786 | +4.39% | |
| Ubs Group Ag | 0.00% | 104,859 | $6,514,575 | $6,872,134 | +$357,559 | +5.49% | |
| Independent Advisor Alliance | 0.06% | 95,046 | $5,904,880 | $6,229,020 | +$324,140 | +5.49% | |
| Marshall Wace, Llp | 0.01% | 87,740 | $5,451,287 | $5,750,208 | +$298,921 | +5.48% | |
| Osaic Holdings, Inc. | 0.01% | 79,528 | $4,942,552 | $5,212,019 | +$269,467 | +5.45% | |
| Old Mission Capital Llc | 0.11% | 73,193 | $4,547,232 | $4,796,842 | +$249,610 | +5.49% | |
| Avestar Capital, Llc | 0.26% | 71,243 | $4,472,636 | $4,669,045 | +$196,409 | +4.39% | |
| Berger Financial Group, Inc | 0.24% | 69,752 | $4,333,450 | $4,571,330 | +$237,880 | +5.49% | |
| Jones Financial Companies Lllp | 0.00% | 67,271 | $4,047,718 | $4,408,733 | +$361,015 | +8.92% | |
| Commonwealth Equity Services, Llc | 0.01% | 64,100 | $4,024,230 | $4,200,915 | +$176,685 | +4.39% | |
| Summit Financial, Llc | 0.05% | 63,383 | $3,937,748 | $4,153,925 | +$216,177 | +5.49% | |
| Jacobi Capital Management Llc | 0.18% | 59,240 | $3,719,091 | $3,882,406 | +$163,315 | +4.39% | |
| Raymond James Financial Inc | 0.00% | 57,541 | $3,574,840 | $3,771,059 | +$196,219 | +5.49% | |
| Rhs Financial, Llc | 1.51% | 51,321 | $3,188,405 | $3,363,419 | +$175,014 | +5.49% | |
| Citigroup Inc | 0.00% | 50,915 | $3,163,176 | $3,336,811 | +$173,635 | +5.49% | |
| Citadel Advisors Llc | 0.00% | 50,492 | $3,136,896 | $3,309,089 | +$172,193 | +5.49% | |
| Goldman Sachs Group Inc | 0.00% | 45,526 | $2,828,376 | $2,983,633 | +$155,257 | +5.49% | |
| Kingsview Wealth Management, Llc | 0.04% | 45,470 | $2,824,878 | $2,979,963 | +$155,085 | +5.49% | |
| Schiavi & Co Llc | 0.80% | 43,208 | $2,684,361 | $2,831,718 | +$147,357 | +5.49% | |
| Tiemann Investment Advisors, Llc | 0.91% | 37,165 | $2,308,935 | $2,435,679 | +$126,744 | +5.49% | |
| Integrated Wealth Concepts Llc | 0.02% | 33,145 | $2,059,156 | $2,172,221 | +$113,065 | +5.49% | |
| Jane Street Group, Llc | 0.00% | 30,983 | $1,924,868 | $2,030,530 | +$105,662 | +5.49% | |
| Birchwood Financial Partners, Inc. | 1.73% | 28,840 | $1,791,734 | $1,890,084 | +$98,350 | +5.49% | |
| Tactive Advisors, Llc | 0.43% | 27,970 | $1,755,933 | $1,833,067 | +$77,134 | +4.39% | |
| Focus Financial Network, Inc. | 0.05% | 27,875 | $1,750,002 | $1,826,841 | +$76,839 | +4.39% | |
| Royal Bank Of Canada | 0.00% | 25,849 | $1,606,000 | $1,694,063 | +$88,063 | +5.48% | |
| &Partners | 0.01% | 23,291 | $1,450,331 | $1,526,420 | +$76,089 | +5.25% | |
| Accel Wealth Management | 0.32% | 22,336 | $1,402,281 | $1,463,832 | +$61,551 | +4.39% | |
| Bkm Wealth Management, Llc | 0.48% | 21,438 | $1,345,877 | $1,404,980 | +$59,103 | +4.39% | |
| Signet Financial Management, Llc | 0.15% | 21,467 | $1,333,672 | $1,406,881 | +$73,209 | +5.49% | |
| Argent Trust Co | 0.03% | 14,489 | $900,151 | $949,564 | +$49,413 | +5.49% | |
| Bond & Devick Financial Network, Inc. | 0.22% | 14,151 | $888,400 | $927,413 | +$39,013 | +4.39% | |
| Susquehanna International Group, Llp | 0.00% | 14,258 | $885,801 | $934,425 | +$48,624 | +5.49% | |
| Allworth Financial Lp | 0.00% | 13,456 | $835,965 | $881,865 | +$45,900 | +5.49% | |
| Moneco Advisors, Llc | 0.06% | 13,296 | $826,033 | $871,379 | +$45,346 | +5.49% | |
| Avidian Wealth Enterprises, Llc | 0.02% | 12,905 | $810,145 | $845,754 | +$35,609 | +4.40% | |
| Amplius Wealth Advisors, Llc | 0.06% | 12,038 | $755,775 | $788,933 | +$33,158 | +4.39% |
Frequently asked questions about JPEM
Who owns the most JPEM stock?
The largest holders of JPEM are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for JPM DIVERSIFIED RET EM EQUIT (JPEM).
Is JPEM widely held by superinvestors?
Many widely followed stocks like JPEM appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly JPEM is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.