13F Insight
DOSSIER · 13F Holders · Q1 2026BellwetherCompounder
JPEM

JPM DIVERSIFIED RET EM EQUITY

134 institutions still hold JPM DIVERSIFIED RET EM EQUITY as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 46641q308·134 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 7.4%
vs prior quarter
13F value held
$202M
62.0% inst. owned
of float
Holders
134
-60 QoQ
filers reporting
Activity
+63 / −40
+803 added · −739 reduced
this quarter
Concentration
11.31%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q1 2026

134 institutions reported JPEM in Q1 2026. LPL Financial LLC leads at 11.3% of the visible book. -60 net institutions QoQ — distribution reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
LPL Financial LLC
CIK 0001403438
$23M369K0.01%Q1 202602
BANK OF AMERICA CORP /DE/
CIK 0000070858
$20M328K0.00%Q1 202603
MORGAN STANLEY
CIK 0000895421
$13M216K0.00%Q1 202604
Cetera Investment Advisers
CIK 0001666741
$13M210K0.01%Q1 202605
SAM Advisors, LLC
CIK 0001600944
$12M197K3.84%Q1 202606
AVANTAX ADVISORY SERVICES, INC.
CIK 0001303042
$12M211K0.07%Q2 202507
American Money Management, LLC
CIK 0001600085
$12M190K1.87%Q1 202608
WELLS FARGO & COMPANY/MN
CIK 0000072971
$10M168K0.00%Q1 202609
KWB Wealth
CIK 0001822236
$10M159K0.96%Q1 202610
Focus Partners Wealth
CIK 0001542153
$9M156K0.01%Q4 202511
Cerity Partners LLC
CIK 0001566475
$9M139K0.01%Q1 202612
Avantax Planning Partners, Inc.
CIK 0001005441
$8M124K0.21%Q1 202613
AMERIPRISE FINANCIAL INC
CIK 0000820027
$7M120K0.00%Q1 202614
SEGALL BRYANT & HAMILL, LLC
CIK 0001006378
$7M119K0.11%Q1 202615
Linscomb Wealth, Inc.
CIK 0001313294
$7M116K0.32%Q1 202616
UBS Group AG
CIK 0001610520
$7M105K0.00%Q1 202617
Independent Advisor Alliance
CIK 0001696899
$6M95K0.06%Q1 202618
First Horizon Advisors, Inc.
CIK 0001588539
$6M103K0.15%Q2 202519
MARSHALL WACE, LLP
CIK 0001318757
$5M88K0.00%Q4 202520
JPMORGAN CHASE & CO
CIK 0000019617
$5M84K0.00%Q1 2026
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