JPEM institutional holders

JPMorgan Diversified Return Emerging Markets Equity ETF · 120 reporting institutions · $292.9M reported value

Funds that can replace JPEM · JPEM return decomposition

Institutional holdings

Institutions reporting JPEM, largest first
InstitutionReported positionAdvisors at firmReport period
Lpl Financial LLC$23.8M23,4582026-06-30
Bank of America Corp /de$21.2M02026-06-30
Morgan Stanley$14.7M23,1852026-06-30
Cetera Investment Advisers$12.9M10,3702026-06-30
Sierra Asset Management$12.6M12026-06-30
American Money Management, LLC$12.4M112026-06-30
Wells Fargo & Company/mn$11.4M02026-06-30
Focus Partners Wealth$10.1M1,0482026-06-30
Kwb Wealth$9.8M102026-06-30
Old Mission Capital LLC$9M02026-06-30
Ameriprise Financial Inc$8.3M02026-06-30
Avantax Planning Partners, Inc.$8M102026-06-30
Segall Bryant & Hamill, LLC$7.4M02026-06-30
Corient Private Wealth LP$7.4M6742026-06-30
Cerity Partners LLC$6.9M7772026-06-30
Linscomb Wealth, Inc.$6.8M212026-06-30
UBS Group AG$6.6M02026-06-30
Osaic Holdings, Inc.$5.8M02026-06-30
Marshall Wace, LLP$5.5M02026-06-30
Jpmorgan Chase & Co$4.9M02026-06-30
Goldman Sachs Group Inc$4.8M02026-06-30
Summit Financial, LLC$4.5M2292026-06-30
Avestar Capital, LLC$4.5M132026-06-30
Jones Financial Companies LLLP$4.4M02026-06-30
Berger Financial Group, Inc$4.3M512026-06-30
Commonwealth Equity Services, LLC$4M2,8632026-06-30
Jacobi Capital Management LLC$3.7M322026-06-30
Raymond James Financial Inc$3.6M02026-06-30
Citigroup Inc$3.2M02026-06-30
Schiavi & Co LLC$3.1M62026-06-30
Kingsview Wealth Management, LLC$2.9M1152026-06-30
Rhs Financial, LLC$2.6M22026-06-30
Citadel Advisors LLC$2.6M02026-06-30
Tiemann Investment Advisors, LLC$2.3M12026-06-30
Royal Bank of Canada$1.9M02026-06-30
Birchwood Financial Partners, Inc.$1.9M92026-06-30
Tactive Advisors, LLC$1.8M182026-06-30
Focus Financial$1.8M1212026-06-30
&partners$1.5M5552026-06-30
Accel Wealth Management$1.4M102026-06-30
Bkm Wealth Management, LLC$1.3M62026-06-30
Signet Financial Management, LLC$1.3M122026-03-31
Integrated Wealth Concepts LLC$1.3M4802026-06-30
Jane Street Group, LLC$1.3M02026-06-30
Edge Financial Advisors LLC$1.1M02025-12-31
Argent Trust Co$912.1K02026-06-30
Bond & Devick Wealth Partners$888.4K102026-06-30
Moneco Advisors, LLC$884.9K502026-06-30
Susquehanna International Group, LLP$865.2K02026-06-30
Avidian Wealth Enterprises, LLC$810.1K432026-06-30
Amplius Wealth Advisors$755.8K112026-06-30
Strategic Financial Concepts, LLC$727.9K402026-06-30
Kelly Financial Group LLC$706K02026-06-30
Sigma Planning Corp$681.8K4742026-06-30
Contango Wealth Management LLC$645.6K22026-03-31
5t Wealth, LLC$605.3K42026-06-30
Cedar Point Capital Partners, LLC$561.7K62026-06-30
Wealthedge Investment Advisors, LLC$557.7K52026-06-30
Merit Financial Group, LLC$541.7K2952026-06-30
Barnes Pettey Financial Advisors, LLC$534.1K82026-06-30
Captrust Financial Advisors$521.5K9622026-06-30
Private Advisor Group, LLC$509.2K9272026-06-30
Equitable Holdings, Inc.$439.4K02026-06-30
Allworth Financial, LP$425.7K3172026-06-30
Daymark Wealth Partners, LLC$418.4K372026-06-30
Envestnet Pmc$408.4K602026-06-30
MML Investors Services, LLC$389.1K5,1202026-06-30
Shepherd Kaplan Krochuk, LLC$381.6K22026-06-30
Mlg Wealth Management Dba Pine Grove Financial Group$370K02025-12-31
Sovran Advisors, LLC$362.1K702026-06-30
Lodestone Wealth Management LLC$355.1K32026-06-30
Sharkey, Howes & Javer$314K92026-06-30
Beacon Pointe Advisors, LLC$305.7K4662026-06-30
Wealth Enhancement Advisory Services, LLC$286.4K1,0262026-06-30
Richard P. Slaughter Associates, Inc.$272.5K142026-06-30
Lom Asset Management Ltd$267.1K02026-06-30
3chopt Investment Partners, LLC$260.3K72026-06-30
Huntington National Bank$257K02026-06-30
Cadence Bank$248.6K02025-12-31
Mn Wealth Advisors, LLC$244.4K32026-06-30
Rvw Wealth, LLC$237.2K82026-06-30
Precedent Wealth Partners, LLC$232.9K182026-06-30
Asset One Wealth Management LLC$220.7K182026-06-30
Aprio Wealth Management, LLC$219.7K362026-06-30
Walkner Condon Financial Advisors LLC$219.5K152026-06-30
Stonehaven Wealth & Tax Solutions$203.8K22026-06-30
Assetmark, Inc$196.5K2202026-06-30
Harbor Asset Planning, Inc.$154.6K22026-06-30
Farther Finance Advisors, LLC$140.6K3342026-06-30
Litman Gregory Wealth Management LLC$133.2K02025-12-31
Blackrock, Inc.$110.1K02026-06-30
Sym Financial Corp$99.1K332026-06-30
Northwestern Mutual Wealth Management Co$98.1K02026-06-30
Continuum Advisory, LLC$77K402026-06-30
Cwm, LLC$75K6672026-03-31
UBS Am, A Distinct Business Unit of UBS Asset Management Americas LLC$60.8K02026-06-30
Richards Merrill Wealth Management$53.1K92026-06-30
Newedge Advisors$41.5K6012026-06-30
First Pacific Financial, Inc.$26.4K192026-06-30
Fmr LLC$21K02026-06-30
Wagner Wealth Management, LLC$18K52026-06-30
Aptus Capital Advisors, LLC$16.1K212026-06-30
Ifp Advisors, Inc$15.9K3182026-06-30
Lanark Financial, Inc.$12.6K692026-06-30
International Assets Investment Management, LLC$10.5K1222026-06-30
Lowe Wealth Advisors, LLC$6.9K02025-09-30
Global Retirement Partners LLC$6.8K4912026-06-30
Coastline Trust Co$4.3K02026-06-30
Russell Investments Group, Ltd.$2.1K02026-06-30
Flow Traders U.S. LLC$2K02026-06-30
Virtu Financial LLC$1.5K02026-06-30
Whittier Trust Co of Nevada Inc$1.5K02026-06-30
Natixis Advisors, LLC$1.4K572026-06-30
Larson Financial Group LLC$1K672026-06-30
Steward Partners Investment Advisory, LLC$8794812026-06-30
Cambridge Investment Research Advisors, Inc.$6993,9402026-03-31
Vanguard Advisers Inc$6282,4692026-06-30
Ae Wealth Management LLC$2514712026-06-30
Financial Gravity Companies, Inc.$12602026-06-30
Financial Gravity Asset Management, Inc.$12412026-03-31

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2025-09-30 to 2026-06-30