Accel Wealth Management’s JPMorgan Diversified Return Emerging Markets Equity ETF JPEM Stock Holding History

Accel Wealth Management’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	$1.4M	Sell	22,336 -11,547	-34%	-$746K	0.32%	76
2026 Q1	$2.11M	Buy	33,883 +346	+1%	+$22.1K	0.55%	45
2025 Q4	$2.04M	Sell	33,537 -1,390	-4%	-$83.5K	0.56%	43
2025 Q3	$2.06M	Buy	34,927 +18,938	+118%	+$1.09M	0.6%	43
2025 Q2	$902K	Buy	15,989 +542	+4%	+$29.5K	0.3%	79
2025 Q1	$814K	Buy	15,447 +2,751	+22%	+$145K	0.29%	83
2024 Q4	$659K	Buy	12,696 +614	+5%	+$33.3K	0.25%	102
2024 Q3	$684K	Sell	12,082 -3,668	-23%	-$201K	0.25%	99
2024 Q2	$852K	Buy	15,750 +495	+3%	+$27.2K	0.34%	74
2024 Q1	$815K	Sell	15,255 -1,322	-8%	-$69.9K	0.35%	76
2023 Q4	$867K	Buy	16,577 +2,349	+17%	+$118K	0.44%	66
2023 Q3	$717K	Buy	14,228 +3,767	+36%	+$194K	0.4%	69
2023 Q2	$528K	Buy	10,461 +5,301	+103%	+$271K	0.29%	87
2023 Q1	$260K	Buy	+5,160	New	+$262K	0.11%	177

Other funds holding JPEM

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

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

Avestar Capital New York $1.79B AUM 33.8% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

BWM

BKM Wealth Management Brookfield, Wisconsin $282M AUM 23.97% 1-Year Est. Return

BDFN

Bond & Devick Financial Network St. Louis Park, Minnesota $406M AUM 16.49% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.81% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Accel Wealth Management's JPEM Position: Q2 2026 in Review

Accel Wealth Management reduced its JPMorgan Diversified Return Emerging Markets Equity ETF (JPEM) stake by 34% in Q2 2026, selling an estimated $746K and leaving 22,336 shares worth $1.4M. The position accounts for 0.32% of the portfolio, ranked #76.

Accel Wealth Management first reported a position in JPEM in Q1 2023 and has held it in 14 quarters since. The position peaked at $2.11M in Q1 2026. 39 funds tracked by Wall St. Rank hold JPEM as of Q2 2026.

Accel Wealth Management held 22,336 shares of JPMorgan Diversified Return Emerging Markets Equity ETF worth $1.4M as of Q2 2026.
Accel Wealth Management sold 11,547 JPMorgan Diversified Return Emerging Markets Equity ETF shares in Q2 2026, an estimated $746K.
JPMorgan Diversified Return Emerging Markets Equity ETF made up 0.32% of Accel Wealth Management's portfolio in Q2 2026, its #76 holding.
Accel Wealth Management first reported a position in JPMorgan Diversified Return Emerging Markets Equity ETF in Q1 2023 and has held it in 14 quarters since.
Accel Wealth Management's JPMorgan Diversified Return Emerging Markets Equity ETF position peaked at $2.11M in Q1 2026.
39 funds tracked by Wall St. Rank held JPMorgan Diversified Return Emerging Markets Equity ETF as of Q2 2026.

Based on Accel Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.