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 $292.58M 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 $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 $24.82M, representing an estimated gain of +4.50% 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
$292.58M
Largest Holder
Lpl Financial Llc
Largest Position
$23.75M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
134
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 | $24,824,258 | +$1,070,023 | +4.50% | |
| Bank Of America Corp | 0.00% | 338,153 | $21,229,216 | $22,185,508 | +$956,292 | +4.50% | |
| Morgan Stanley | 0.00% | 233,928 | $14,686,058 | $15,347,525 | +$661,467 | +4.50% | |
| Cetera Investment Advisers | 0.01% | 206,141 | $12,941,548 | $13,524,478 | +$582,930 | +4.50% | |
| Sam Advisors, Llc | 3.45% | 201,299 | $12,637,530 | $13,206,805 | +$569,275 | +4.50% | |
| American Money Management, Llc | 1.77% | 196,972 | $12,365,930 | $12,922,919 | +$556,989 | +4.50% | |
| Wells Fargo & Company/Mn | 0.00% | 180,905 | $11,357,247 | $11,868,797 | +$511,550 | +4.50% | |
| Focus Partners Wealth | 0.01% | 160,092 | $10,050,623 | $10,503,300 | +$452,677 | +4.50% | |
| Kwb Wealth | 0.84% | 156,463 | $9,822,750 | $10,265,209 | +$442,459 | +4.50% | |
| Old Mission Capital Llc | 0.23% | 143,158 | $8,987,459 | $9,392,296 | +$404,837 | +4.50% | |
| Ameriprise Financial Inc | 0.00% | 131,487 | $8,254,775 | $8,626,586 | +$371,811 | +4.50% | |
| Avantax Planning Partners, Inc. | 0.20% | 127,408 | $7,998,674 | $8,358,971 | +$360,297 | +4.50% | |
| Corient Private Wealth Llc | 0.01% | 117,326 | $7,365,769 | $7,697,512 | +$331,743 | +4.50% | |
| Segall Bryant & Hamill, Llc | 0.09% | 117,327 | $7,365,769 | $7,697,578 | +$331,809 | +4.50% | |
| Cerity Partners Llc | 0.01% | 109,825 | $6,894,787 | $7,205,388 | +$310,601 | +4.50% | |
| Linscomb Wealth, Inc. | 0.30% | 108,749 | $6,827,286 | $7,134,794 | +$307,508 | +4.50% | |
| Ubs Group Ag | 0.00% | 105,317 | $6,611,801 | $6,909,627 | +$297,826 | +4.50% | |
| Osaic Holdings, Inc. | 0.01% | 91,997 | $5,778,543 | $6,035,730 | +$257,187 | +4.45% | |
| Marshall Wace, Llp | 0.00% | 87,740 | $5,508,317 | $5,756,437 | +$248,120 | +4.50% | |
| Jpmorgan Chase & Co | 0.00% | 78,051 | $4,904,717 | $5,120,762 | +$216,045 | +4.40% | |
| Goldman Sachs Group Inc | 0.00% | 76,590 | $4,808,320 | $5,024,909 | +$216,589 | +4.50% | |
| Summit Financial, Llc | 0.05% | 71,555 | $4,492,245 | $4,694,573 | +$202,328 | +4.50% | |
| Avestar Capital, Llc | 0.26% | 71,243 | $4,472,636 | $4,674,104 | +$201,468 | +4.50% | |
| Jones Financial Companies Lllp | 0.00% | 70,777 | $4,436,324 | $4,643,530 | +$207,206 | +4.67% | |
| Berger Financial Group, Inc | 0.22% | 68,223 | $4,283,060 | $4,475,968 | +$192,908 | +4.50% | |
| Commonwealth Equity Services, Llc | 0.01% | 64,100 | $4,024,230 | $4,205,466 | +$181,236 | +4.50% | |
| Jacobi Capital Management Llc | 0.18% | 59,240 | $3,719,091 | $3,886,612 | +$167,521 | +4.50% | |
| Raymond James Financial Inc | 0.00% | 58,129 | $3,649,347 | $3,813,722 | +$164,375 | +4.50% | |
| Citigroup Inc | 0.00% | 50,672 | $3,181,191 | $3,324,484 | +$143,293 | +4.50% | |
| Schiavi & Co Llc | 0.81% | 49,032 | $3,078,239 | $3,216,887 | +$138,648 | +4.50% | |
| Kingsview Wealth Management, Llc | 0.03% | 45,821 | $2,876,665 | $3,006,220 | +$129,555 | +4.50% | |
| Citadel Advisors Llc | 0.00% | 41,334 | $2,594,949 | $2,711,837 | +$116,888 | +4.50% | |
| Tiemann Investment Advisors, Llc | 0.84% | 36,960 | $2,320,349 | $2,424,868 | +$104,519 | +4.50% | |
| Flow Traders U.S. Llc | 0.08% | 31,901 | $2,003,000 | $2,092,958 | +$89,958 | +4.49% | |
| Royal Bank Of Canada | 0.00% | 29,590 | $1,858,000 | $1,941,338 | +$83,338 | +4.49% | |
| Birchwood Financial Partners, Inc. | 1.52% | 29,577 | $1,856,841 | $1,940,485 | +$83,644 | +4.50% | |
| Tactive Advisors, Llc | 0.43% | 27,970 | $1,755,933 | $1,835,053 | +$79,120 | +4.51% | |
| Focus Financial Network, Inc. | 0.05% | 27,875 | $1,750,002 | $1,828,820 | +$78,818 | +4.50% | |
| Virtu Financial Llc | 0.05% | 24,593 | $1,544,000 | $1,613,495 | +$69,495 | +4.50% | |
| &Partners | 0.01% | 24,474 | $1,536,485 | $1,605,688 | +$69,203 | +4.50% | |
| Accel Wealth Management | 0.32% | 22,336 | $1,402,281 | $1,465,418 | +$63,137 | +4.50% | |
| Natixis Advisors, Llc | 0.00% | 22,238 | $1,396,000 | $1,458,988 | +$62,988 | +4.51% | |
| Bkm Wealth Management, Llc | 0.48% | 21,438 | $1,345,877 | $1,406,502 | +$60,625 | +4.50% | |
| Signet Financial Management, Llc | 0.15% | 21,467 | $1,333,672 | $1,408,405 | +$74,733 | +5.60% | |
| Jane Street Group, Llc | 0.00% | 20,355 | $1,277,887 | $1,335,449 | +$57,562 | +4.50% | |
| Argent Trust Co | 0.03% | 14,529 | $912,132 | $953,217 | +$41,085 | +4.50% | |
| Bond & Devick Financial Network, Inc. | 0.22% | 14,151 | $888,400 | $928,417 | +$40,017 | +4.50% | |
| Moneco Advisors, Llc | 0.05% | 14,096 | $884,919 | $924,809 | +$39,890 | +4.51% | |
| Susquehanna International Group, Llp | 0.00% | 13,781 | $865,171 | $904,142 | +$38,971 | +4.50% | |
| Avidian Wealth Enterprises, Llc | 0.02% | 12,905 | $810,145 | $846,670 | +$36,525 | +4.51% |
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.