JPEM

Jpm Diversified Ret Em Equit

Latest period2024 - Q4Total superinvestors12

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2024-Q3 and 2024-Q4. According to the most recent SEC 13F filing, 12 superinvestors own shares of Jpm Diversified Ret Em Equit (JPEM), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Jpm Diversified Ret Em Equit (JPEM), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Jpm Diversified Ret Em Equit (JPEM) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Jpm Diversified Ret Em Equit (JPEM) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

CurrentNew PositionIncreasedDecreasedExited
SuperinvestorPortfolio %Reported Value
Emily Tejeda@Kwb Wealth
Recent Activity
Increased 3.89%
1.03%
$8.251M
145,704 shares@ 56.63 avg price
Matthew Liebman@Amplius Wealth Advisors, Llc
Recent Activity
Increased 6.9%
0.56%
$5.378M
103,650 shares@ 51.89 avg price
Nathan Hatton Walsh@Occidental Asset Management, Llc
Recent Activity
Increased 12.79%
0.22%
$1.35M
26,020 shares@ 51.89 avg price
Bridget Davis@Cedar Point Capital Partners, Llc
Recent Activity
Increased 3.29%
0.9%
$1.325M
25,534 shares@ 51.89 avg price
Jeremy Schletz@Edge Financial Advisors Llc
Recent Activity
Decreased -2.69%
1%
$1.118M
21,541 shares@ 51.89 avg price
Eric Duncan@Wealth Enhancement Advisory Services, Llc
Recent Activity
Increased 1.22%
0.01%
$841,555
14,861 shares@ 56.63 avg price
Teresa Devick@Bond & Devick Financial Network, Inc.
Recent Activity
0.33%
$751,120
13,264 shares@ 56.63 avg price
Stephen Tuttle@Signet Financial Management, Llc
Recent Activity
Increased 9.66%
0.09%
$635,855
12,256 shares@ 51.89 avg price
Brooks Slaughter@Richard P Slaughter Associates Inc
Recent Activity
0.14%
$620,983
11,969 shares@ 51.89 avg price
Loni Adams@Daymark Wealth Partners, Llc
Recent Activity
Decreased -3.88%
0.03%
$508,553
9,802 shares@ 51.89 avg price