JPEM · JPMorgan Diversified Return Emerging Markets Equity ETF ETF
$67.22
+0.18 (+0.27%)
At close · Sep 4
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Holders: 3
Total Value: $10,325,739
Total Shares: 164,475
Institutional Ownership Trend
26 quarters
Holder Concentration
Across 3 13F filers · Δ vs Mar 31, 2026Top Holder
71.3%
+63.5 pts
Top 5
100.0%
+72.1 pts
Top 10
100.0%
+54.8 pts
HHI
5,733
Highly concentrated+5,430
Quarterly Activity
vs Mar 31, 2026
New
0
Increased
1
Decreased
2
Sold Out
123
Unchanged
0
Holder count:
-123
Institutional value:
-96.5%
Shares held:
-96.5%
Top Buyers
vs Mar 31, 2026| Institution | Added | Now Holds | Open |
|---|---|---|---|
| Large Corient Private Wealth LLC | +111,874 | 117,326 |
Top Sellers
vs Mar 31, 2026| Institution | Sold | Now Holds | Open |
|---|---|---|---|
| Mega CITADEL ADVISORS LLC | −9,158 | 41,334 | |
| Small MLG Wealth Management DBA Pine Grove Financial Group | −264 | 5,815 |
Top New Positions
vs Mar 31, 2026No new positions this quarter.
Top Sold-Out Positions
vs Mar 31, 2026| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Mega LPL Financial LLC | 368,512 | $22,894,545 | |
| Mega BANK OF AMERICA CORP /DE/ | 328,412 | $20,403,252 | |
| Mega MORGAN STANLEY | 216,224 | $13,433,348 | |
| Large Cetera Investment Advisers | 210,347 | $13,068,228 | |
| Small SAM Advisors, LLC | 197,195 | $12,251,133 |
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Large Corient Private Wealth LLC JPEM | $7,365,726 | 71.33% | 117,326 | Shares | 2026-08-27 | |
| Mega CITADEL ADVISORS LLC JPEM | $2,594,948 | 25.13% | 41,334 | Shares | 2026-09-02 | |
| Small MLG Wealth Management DBA Pine Grove Financial Group JPEM | $365,065 | 3.54% | 5,815 | Shares | 2026-09-02 |