JPEM Institutional Ownership
JPMorgan Diversified Return Emerging Markets Equity ETF
1W: -1.7%
1M: -4.9%
3M: -0.5%
YTD: +3.6%
1Y: +7.1%
3Y: +39.0%
5Y: +31.6%
$63.31
+0.40 (+0.63%)
Weekly Expected Move ±1.7%
$61
$62
$63
$64
$65
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — JPEM
130
Institutional Holders
-3 vs prior quarter
0.0%
Ownership
+0.00pp
293M
Total Invested
8
New Positions
46
Increased
59
Reduced
17
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (141 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 378,373 | $24M | +9,861 | +2.7% | 38Q | SEC ↗ |
| 2 | BANK OF AMERICA CORP /DE | 338,153 | $21M | +9,741 | +3.0% | 15Q | SEC ↗ |
| 3 | MORGAN STANLEY | 233,928 | $15M | +17,704 | +8.2% | 38Q | SEC ↗ |
| 4 | Cetera Investment Advisers | 206,141 | $13M | -4,206 | -2.0% | 10Q | SEC ↗ |
| 5 | SAM Advisors, LLC | 201,299 | $13M | +4,104 | +2.1% | 15Q | SEC ↗ |
| 6 | American Money Management, LLC | 196,972 | $12M | +6,535 | +3.4% | 36Q | SEC ↗ |
| 7 | WELLS FARGO & COMPANY/MN | 180,905 | $11M | +12,528 | +7.4% | 29Q | SEC ↗ |
| 8 | Focus Partners Wealth | 160,092 | $10M | +2,093 | +1.3% | 7Q | SEC ↗ |
| 9 | KWB Wealth | 156,463 | $10M | -2,728 | -1.7% | 16Q | SEC ↗ |
| 10 | OLD MISSION CAPITAL LLC | 143,158 | $9M | +69,965 | +95.6% | 2Q | SEC ↗ |
| 11 | AMERIPRISE FINANCIAL INC | 131,487 | $8M | +11,595 | +9.7% | 16Q | SEC ↗ |
| 12 | Avantax Planning Partners, Inc. | 127,408 | $8M | +3,814 | +3.1% | 9Q | SEC ↗ |
| 13 | SEGALL BRYANT & HAMILL, LLC | 117,327 | $7M | -1,174 | -1.0% | 8Q | SEC ↗ |
| 14 | Corient Private Wealth LP | 117,326 | $7M | +111,874 | +2052.0% | 15Q | SEC ↗ |
| 15 | Cerity Partners LLC | 109,825 | $7M | -29,035 | -20.9% | 13Q | SEC ↗ |
| 16 | Linscomb Wealth, Inc. | 108,749 | $7M | -7,266 | -6.3% | 25Q | SEC ↗ |
| 17 | UBS Group AG | 105,317 | $7M | +458 | +0.4% | 41Q | SEC ↗ |
| 18 | OSAIC HOLDINGS, INC. | 91,997 | $6M | +12,469 | +15.7% | 26Q | SEC ↗ |
| 19 | MARSHALL WACE, LLP | 87,740 | $6M | — | +0.0% | 6Q | SEC ↗ |
| 20 | JPMORGAN CHASE & CO | 78,051 | $5M | -5,870 | -7.0% | 15Q | SEC ↗ |
| 21 | GOLDMAN SACHS GROUP INC | 76,590 | $5M | +31,064 | +68.2% | 3Q | SEC ↗ |
| 22 | Summit Financial, LLC | 71,555 | $5M | +8,172 | +12.9% | 4Q | SEC ↗ |
| 23 | Avestar Capital, LLC | 71,243 | $5M | +3,991 | +5.9% | 13Q | SEC ↗ |
| 24 | JONES FINANCIAL COMPANIES LLLP | 70,777 | $4M | +3,506 | +5.2% | 11Q | SEC ↗ |
| 25 | Berger Financial Group, Inc | 68,223 | $4M | -1,529 | -2.2% | 23Q | SEC ↗ |
| 26 | COMMONWEALTH EQUITY SERVICES, LLC | 64,100 | $4M | +838 | +1.3% | 33Q | SEC ↗ |
| 27 | Jacobi Capital Management LLC | 59,240 | $4M | +4,847 | +8.9% | 10Q | SEC ↗ |
| 28 | RAYMOND JAMES FINANCIAL INC | 58,129 | $4M | +588 | +1.0% | 7Q | SEC ↗ |
| 29 | CITIGROUP INC | 50,672 | $3M | -243 | -0.5% | 31Q | SEC ↗ |
| 30 | Schiavi & Co LLC | 49,032 | $3M | +5,824 | +13.5% | 16Q | SEC ↗ |
| 31 | Kingsview Wealth Management, LLC | 45,821 | $3M | +351 | +0.8% | 13Q | SEC ↗ |
| 32 | RHS Financial, LLC | 41,397 | $3M | -9,924 | -19.3% | 16Q | SEC ↗ |
| 33 | CITADEL ADVISORS LLC | 41,334 | $3M | -9,158 | -18.1% | 2Q | SEC ↗ |
| 34 | TIEMANN INVESTMENT ADVISORS, LLC | 36,960 | $2M | -205 | -0.6% | 23Q | SEC ↗ |
| 35 | FLOW TRADERS U.S. LLC | 31,901 | $2M | +5,950 | +22.9% | 2Q | SEC ↗ |
| 36 | ROYAL BANK OF CANADA | 29,590 | $2M | +3,741 | +14.5% | 37Q | SEC ↗ |
| 37 | Birchwood Financial Partners, Inc. | 29,577 | $2M | +737 | +2.6% | 3Q | SEC ↗ |
| 38 | Tactive Advisors, LLC | 27,970 | $2M | -48,665 | -63.5% | 5Q | SEC ↗ |
| 39 | Focus Financial Network, Inc. | 27,875 | $2M | +936 | +3.5% | 10Q | SEC ↗ |
| 40 | Virtu Financial LLC | 24,593 | $2M | +13,697 | +125.7% | 2Q | SEC ↗ |
| 41 | &PARTNERS | 24,474 | $2M | +1,183 | +5.1% | 9Q | SEC ↗ |
| 42 | Accel Wealth Management | 22,336 | $1M | -11,547 | -34.1% | 14Q | SEC ↗ |
| 43 | NATIXIS ADVISORS, LLC | 22,238 | $1M | +1,848 | +9.1% | 2Q | SEC ↗ |
| 44 | SIGNET FINANCIAL MANAGEMENT, LLC | 21,467 | $1M | +2,586 | +13.7% | 11Q | SEC ↗ |
| 45 | BKM Wealth Management, LLC | 21,438 | $1M | -10,388 | -32.6% | 11Q | SEC ↗ |
| 46 | JANE STREET GROUP, LLC | 20,355 | $1M | -10,628 | -34.3% | 2Q | SEC ↗ |
| 47 | Argent Trust Co | 14,529 | $920K | +40 | +0.3% | 15Q | SEC ↗ |
| 48 | Bond & Devick Financial Network, Inc. | 14,151 | $896K | — | +0.0% | 15Q | SEC ↗ |
| 49 | MONECO ADVISORS, LLC | 14,096 | $892K | +800 | +6.0% | 7Q | SEC ↗ |
| 50 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 13,781 | $872K | -477 | -3.3% | 3Q | SEC ↗ |
Recent Activity
New Positions (8)
| Holder | Shares | Value |
|---|---|---|
| Beacon Pointe Advisors, LLC | 4,870 | $308K |
| STONEHAVEN WEALTH & TAX SOLUTIONS, | 3,246 | $205K |
| Continuum Advisory, LLC | 1,227 | $78K |
| Global Retirement Partners, LLC | 108 | $7K |
| Coastline Trust Co | 68 | $4K |
| Russell Investments Group, Ltd. | 34 | $2K |
| MERCER GLOBAL ADVISORS INC /ADV | 31 | $2K |
| Financial Gravity Companies, Inc. | 2 | $0K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Independent Advisor Alliance | 95,046 | $6M |
| Coppell Advisory Solutions LLC | 5,163 | $327K |
| Empowered Funds, LLC | 4,781 | $303K |
| Prime Capital Investment Advisors, | 4,562 | $289K |
| 49 WEALTH MANAGEMENT, LLC | 3,671 | $232K |
| Mariner, LLC | 3,592 | $227K |
| TRUIST FINANCIAL CORP | 3,252 | $206K |
| Western Wealth Management, LLC | 2,870 | $182K |
| PNC FINANCIAL SERVICES GROUP, INC. | 2,345 | $148K |
| PRIVATE TRUST CO NA | 1,623 | $103K |
| Kestra Advisory Services, LLC | 1,431 | $91K |
| FIRST HORIZON CORP | 1,362 | $86K |
| CX Institutional | 446 | $28K |
| MAI Capital Management | 234 | $15K |
| Advisory Services Network, LLC | 227 | $14K |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 186 | $12K |
| Bogart Wealth, LLC | 155 | $10K |
| SIGNATUREFD, LLC | 135 | $9K |
| HOEY INVESTMENTS, INC | 120 | $8K |
| Sound Income Strategies, LLC | 63 | $4K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Corient Private Wealth LP | +111,874 | +2052.0% | 117,326 |
| OLD MISSION CAPITAL LLC | +69,965 | +95.6% | 143,158 |
| GOLDMAN SACHS GROUP INC | +31,064 | +68.2% | 76,590 |
| MORGAN STANLEY | +17,704 | +8.2% | 233,928 |
| Virtu Financial LLC | +13,697 | +125.7% | 24,593 |
| WELLS FARGO & COMPANY/MN | +12,528 | +7.4% | 180,905 |
| OSAIC HOLDINGS, INC. | +12,469 | +15.7% | 91,997 |
| AMERIPRISE FINANCIAL INC | +11,595 | +9.7% | 131,487 |
| LPL Financial LLC | +9,861 | +2.7% | 378,373 |
| BANK OF AMERICA CORP /DE | +9,741 | +3.0% | 338,153 |
| Summit Financial, LLC | +8,172 | +12.9% | 71,555 |
| American Money Management, LLC | +6,535 | +3.4% | 196,972 |
| FLOW TRADERS U.S. LLC | +5,950 | +22.9% | 31,901 |
| Schiavi & Co LLC | +5,824 | +13.5% | 49,032 |
| Jacobi Capital Management LLC | +4,847 | +8.9% | 59,240 |
| SAM Advisors, LLC | +4,104 | +2.1% | 201,299 |
| Avestar Capital, LLC | +3,991 | +5.9% | 71,243 |
| Avantax Planning Partners, Inc. | +3,814 | +3.1% | 127,408 |
| ROYAL BANK OF CANADA | +3,741 | +14.5% | 29,590 |
| JONES FINANCIAL COMPANIES LLLP | +3,506 | +5.2% | 70,777 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Tactive Advisors, LLC | -48,665 | -63.5% | 27,970 |
| Strategic Financial Concepts, LLC | -41,277 | -78.1% | 11,595 |
| Cerity Partners LLC | -29,035 | -20.9% | 109,825 |
| Integrated Wealth Concepts LLC | -22,321 | -67.3% | 10,824 |
| Merit Financial Group, LLC | -18,363 | -68.0% | 8,628 |
| Accel Wealth Management | -11,547 | -34.1% | 22,336 |
| JANE STREET GROUP, LLC | -10,628 | -34.3% | 20,355 |
| BKM Wealth Management, LLC | -10,388 | -32.6% | 21,438 |
| RHS Financial, LLC | -9,924 | -19.3% | 41,397 |
| CITADEL ADVISORS LLC | -9,158 | -18.1% | 41,334 |
| Linscomb Wealth, Inc. | -7,266 | -6.3% | 108,749 |
| Allworth Financial LP | -6,675 | -49.6% | 6,781 |
| JPMORGAN CHASE & CO | -5,870 | -7.0% | 78,051 |
| Cetera Investment Advisers | -4,206 | -2.0% | 206,141 |
| 5T Wealth, LLC | -3,613 | -27.3% | 9,641 |
| Asset One Wealth Management LLC | -3,488 | -50.2% | 3,466 |
| Amplius Wealth Advisors, LLC | -3,082 | -20.4% | 12,038 |
| KWB Wealth | -2,728 | -1.7% | 156,463 |
| Equitable Holdings, Inc. | -2,325 | -24.9% | 6,999 |
| Sharkey, Howes & Javer | -2,269 | -31.2% | 5,002 |