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JPM Diversified RET EM Equit (JPEM)

CUSIP: 46641Q308 | NYSE | 332 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q3 2026

KWB Wealth143,583
0.8% of portfolio›$9.1M
Avantax Planning Partners, Inc.129,233
0.2% of portfolio›$8.2M
Commonwealth Equity Services, LLC63,490
0.0% of portfolio›$4.0M
Tactive Advisors, LLC53,077
0.8% of portfolio›$3.4M
Citigroup Inc52,400
0.0% of portfolio›$3.3M
RHS Financial, LLC34,853
0.7% of portfolio›$2.2M
BKM Wealth Management, LLC33,126
0.7% of portfolio›$2.1M
Birchwood Financial Partners, Inc.30,213
1.4% of portfolio›$1.9M
Focus Financial Network, Inc.28,714
0.1% of portfolio›$1.8M
Accel Wealth Management21,808
0.3% of portfolio›$1.4M
Bond & Devick Financial Network, Inc.14,151
0.2% of portfolio›$895.8K
Avidian Wealth Enterprises, LLC12,905
0.0% of portfolio›$816.9K
Cambridge Investment Research Advisors, Inc.11,923
0.0% of portfolio›$755
Amplius Wealth Advisors, LLC11,609
0.1% of portfolio›$734.9K
Kelly Financial Group LLC10,962
0.2% of portfolio›$694.0K
Sigma Planning Corp10,511
0.0% of portfolio›$665.4K
Creative Planning9,309
0.0% of portfolio›$589.3K
Cedar Point Capital Partners, LLC8,947
0.3% of portfolio›$566.4K
Daymark Wealth Partners, LLC6,466
0.0% of portfolio›$409.3K
MLG Wealth Management DBA Pine Grove Financial Group5,984
0.0% of portfolio›$378.8K
Lodestone Wealth Management LLC5,708
0.1% of portfolio›$361.4K
Sovran Advisors, LLC4,886
0.0% of portfolio›$301.2K
Wealth Enhancement Advisory Services, LLC4,637
0.0% of portfolio›$295.3K
StoneX Group Inc.4,381
0.0% of portfolio›$282.6K
Precedent Wealth Partners, LLC3,956
0.0% of portfolio›$250.4K
Walkner Condon Financial Advisors LLC3,908
0.0% of portfolio›$247.4K
RVW Wealth, LLC3,779
0.0% of portfolio›$239.2K
MN Wealth Advisors, LLC3,599
0.1% of portfolio›$227.8K
Aprio Wealth Management, LLC3,500
0.0% of portfolio›$221.6K
Sharkey, Howes & Javer3,446
0.0% of portfolio›$218.1K
Asset One Wealth Management LLC3,301
0.0% of portfolio›$209.0K
Assetmark, Inc3,130
0.0% of portfolio›$198.1K
3Chopt Investment Partners, LLC2,699
0.0% of portfolio›$170.9K
Harbor Asset Planning, Inc.2,489
0.1% of portfolio›$157.6K
Farther Finance Advisors, LLC2,091
0.0% of portfolio›$132.4K
SYM Financial Corp1,578
0.0% of portfolio›$99.9K
Richards, Merrill & Peterson, Inc.846
0.0% of portfolio›$53.6K
First Pacific Financial332
0.0% of portfolio›$21.0K
Mainstream Capital Management LLC268
0.0% of portfolio›$17.0K
IFP Advisors, Inc255
0.0% of portfolio›$16.1K
Wagner Wealth Management, LLC222
0.0% of portfolio›$14.1K
Lanark Financial, Inc.200
0.0% of portfolio›$12.7K
Marshall & Sterling Wealth Advisors Inc.137
0.0% of portfolio›$8.7K
StyleTurnoverLocationFiled
KWB Wealth
143,583$9.1M0.8%ETFMediumRedlands, CA2026-10-16
Avantax Planning Partners, Inc.
129,233$8.2M0.2%ETFLowDubuque, IA2026-11-03
Commonwealth Equity Services, LLC
63,490$4.0M0.0%ETFLowWaltham, MA2026-11-02
Tactive Advisors, LLC
53,077$3.4M0.8%ETFHighJacksonville, FL2026-10-08
Citigroup Inc
52,400$3.3M0.0%CoreMediumNew York, NY2026-11-04
RHS Financial, LLC
34,853$2.2M0.7%ETFMediumSan Francisco, CA2026-10-13
BKM Wealth Management, LLC
33,126$2.1M0.7%GrowthLowBrookfield, WI2026-10-22
Birchwood Financial Partners, Inc.
30,213$1.9M1.4%ETFVery LowBloomington, MN2026-11-02
Focus Financial Network, Inc.
28,714$1.8M0.1%ETFLowMinneapolis, MN2026-10-14
Accel Wealth Management
21,808$1.4M0.3%ETFLowWaverly, IA2026-10-13
Bond & Devick Financial Network, Inc.
14,151$895.8K0.2%ETFVery LowSt. Louis Park, MN2026-10-23
Avidian Wealth Enterprises, LLC
12,905$816.9K0.0%ETFLowHouston, TX2026-10-08
Cambridge Investment Research Advisors, Inc.
11,923$7550.0%ETFLowFairfield, IA2026-11-02
Amplius Wealth Advisors, LLC
11,609$734.9K0.1%ETFLowBlue Bell, PA2026-10-20
Kelly Financial Group LLC
10,962$694.0K0.2%ETFLowWethersfield, CT2026-10-16
Sigma Planning Corp
10,511$665.4K0.0%GrowthMediumAnn Arbor, MI2026-10-23
Creative Planning
9,309$589.3K0.0%IndexVery LowOverland Park, KS2026-11-02
Cedar Point Capital Partners, LLC
8,947$566.4K0.3%ETFMediumCedar Rapids, IA2026-10-29
Daymark Wealth Partners, LLC
6,466$409.3K0.0%CoreLowCincinnati, OH2026-11-04
MLG Wealth Management DBA Pine Grove Financial Group
5,984$378.8K0.0%ETFMediumWoodbury, MN2026-10-13
Lodestone Wealth Management LLC
5,708$361.4K0.1%CoreLowSpokane, WA2026-10-14
Sovran Advisors, LLC
4,886$301.2K0.0%ETFMediumSan Diego, CA2026-11-02
Wealth Enhancement Advisory Services, LLC
4,637$295.3K0.0%CoreLowPlymouth, MN2026-10-13
StoneX Group Inc.
4,381$282.6K0.0%ETFMediumNew York, NY2026-11-03
Precedent Wealth Partners, LLC
3,956$250.4K0.0%ETFMediumHouston, TX2026-10-21
Walkner Condon Financial Advisors LLC
3,908$247.4K0.0%ETFLowVerona, WI2026-11-02
RVW Wealth, LLC
3,779$239.2K0.0%ETFVery LowLos Angeles, CA2026-10-06
MN Wealth Advisors, LLC
3,599$227.8K0.1%ETFMediumOverland Park, KS2026-10-23
Aprio Wealth Management, LLC
3,500$221.6K0.0%ETFMediumAtlanta, GA2026-10-28
Sharkey, Howes & Javer
3,446$218.1K0.0%ETFMediumDenver, CO2026-10-22
Asset One Wealth Management LLC
3,301$209.0K0.0%GrowthLowBellevue, WA2026-11-02
Assetmark, Inc
3,130$198.1K0.0%ETFLowConcord, CA2026-10-21
3Chopt Investment Partners, LLC
2,699$170.9K0.0%CoreLowRichmond, VA2026-10-30
Harbor Asset Planning, Inc.
2,489$157.6K0.1%ETFVery LowBelmont, MA2026-10-23
Farther Finance Advisors, LLC
2,091$132.4K0.0%IndexLowSan Francisco, CA2026-10-08
SYM Financial Corp
1,578$99.9K0.0%ETFVery LowWinona Lake, IN2026-10-26
Richards, Merrill & Peterson, Inc.
846$53.6K0.0%GrowthLowSpokane, WA2026-10-19
First Pacific Financial
332$21.0K0.0%ETFLowVancouver, WA2026-10-14
Mainstream Capital Management LLC
268$17.0K0.0%GrowthLowLos Angeles, CA2026-10-23
IFP Advisors, Inc
255$16.1K0.0%GrowthLowTampa, FL2026-10-16
Wagner Wealth Management, LLC
222$14.1K0.0%ETFLowGreenville, SC2026-10-21
Lanark Financial, Inc.
200$12.7K0.0%CoreMediumBirmingham, AL2026-10-26
Marshall & Sterling Wealth Advisors Inc.
137$8.7K0.0%ETFMediumPoughkeepsie, NY2026-10-28