5T Wealth’s JPMorgan Diversified Return Emerging Markets Equity ETF JPEM Stock Holding History

5T Wealth’s Portfolio JPEM Stock Details JPEM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$605K	Sell	9,641 -3,613	-27%	-$233K	0.23%	88
2026 Q1	$823K	Buy	13,254 +233	+2%	+$14.9K	0.33%	76
2025 Q4	$791K	Buy	13,021 +766	+6%	+$46K	0.32%	70
2025 Q3	$723K	Buy	12,255 +3,719	+44%	+$215K	0.32%	67
2025 Q2	$482K	Buy	8,536 +8	+0.1%	+$435	0.23%	80
2025 Q1	$450K	Sell	8,528 -2,106	-20%	-$111K	0.24%	77
2024 Q4	$552K	Buy	+10,634	New	+$577K	0.3%	70

Other funds holding JPEM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

SAM Advisors Oakhurst, California $366M AUM 19.93% 1-Year Est. Return

AMM

American Money Management Rancho Santa Fe, California $700M AUM 20.22% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

5T Wealth's JPEM Position: Q2 2026 in Review

5T Wealth reduced its JPMorgan Diversified Return Emerging Markets Equity ETF (JPEM) stake by 27% in Q2 2026, selling an estimated $233K and leaving 9,641 shares worth $605K. The position accounts for 0.23% of the portfolio, ranked #88.

5T Wealth first reported a position in JPEM in Q4 2024 and has held it in 7 quarters since. The position peaked at $823K in Q1 2026. 114 funds tracked by Wall St. Rank hold JPEM as of Q2 2026.

5T Wealth held 9,641 shares of JPMorgan Diversified Return Emerging Markets Equity ETF worth $605K as of Q2 2026.
5T Wealth sold 3,613 JPMorgan Diversified Return Emerging Markets Equity ETF shares in Q2 2026, an estimated $233K.
JPMorgan Diversified Return Emerging Markets Equity ETF made up 0.23% of 5T Wealth's portfolio in Q2 2026, its #88 holding.
5T Wealth first reported a position in JPMorgan Diversified Return Emerging Markets Equity ETF in Q4 2024 and has held it in 7 quarters since.
5T Wealth's JPMorgan Diversified Return Emerging Markets Equity ETF position peaked at $823K in Q1 2026.
114 funds tracked by Wall St. Rank held JPMorgan Diversified Return Emerging Markets Equity ETF as of Q2 2026.

Based on 5T Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.