Advisors Capital Management’s JPMorgan Diversified Return Emerging Markets Equity ETF JPEM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
-4,251
Closed -$221K 520
2024
Q4
$221K Sell
4,251
-2,425
-36% -$132K ﹤0.01% 493
2024
Q3
$378K Buy
6,676
+1,925
+41% +$105K 0.01% 397
2024
Q2
$257K Buy
4,751
+215
+5% +$11.8K ﹤0.01% 440
2024
Q1
$242K Sell
4,536
-842
-16% -$44.5K ﹤0.01% 440
2023
Q4
$281K Sell
5,378
-37,716
-88% -$1.89M 0.01% 416
2023
Q3
$2.17M Buy
+43,094
New +$2.21M 0.06% 217

Other funds holding JPEM

Advisors Capital Management's JPEM Position: Q1 2025 in Review

Advisors Capital Management sold out of JPMorgan Diversified Return Emerging Markets Equity ETF (JPEM) in Q1 2025, closing a stake of 4,251 shares — an estimated $221K sold.

Advisors Capital Management first reported a position in JPEM in Q3 2023 and held it in 6 quarters. The position peaked at $2.17M in Q3 2023. 116 funds tracked by Wall St. Rank hold JPEM as of Q1 2025.

  • Advisors Capital Management reported no remaining JPMorgan Diversified Return Emerging Markets Equity ETF position as of Q1 2025 after selling out during the quarter.
  • Advisors Capital Management sold 4,251 JPMorgan Diversified Return Emerging Markets Equity ETF shares in Q1 2025, an estimated $221K.
  • Advisors Capital Management first reported a position in JPMorgan Diversified Return Emerging Markets Equity ETF in Q3 2023 and held it in 6 quarters.
  • Advisors Capital Management's JPMorgan Diversified Return Emerging Markets Equity ETF position peaked at $2.17M in Q3 2023.
  • 116 funds tracked by Wall St. Rank held JPMorgan Diversified Return Emerging Markets Equity ETF as of Q1 2025.

Based on Advisors Capital Management's 13F filing for Q1 2025, filed 27 May 2025.