Advyzon Investment Management’s JPMorgan Active Developing Markets Equity ETF JADE Stock Holding History

Advyzon Investment Management’s Portfolio JADE Stock Details JADE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$776K	Sell	9,686 -460	-5%	-$34.9K	0.06%	321
2026 Q1	$672K	Buy	10,146 +2,519	+33%	+$172K	0.06%	308
2025 Q4	$480K	Buy	+7,627	New	+$475K	0.06%	333

Other funds holding JADE

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

CFG

Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return

Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return

Vantus Wealth Lancaster, Pennsylvania $187M AUM

5T Wealth Napa, California $269M AUM 17.81% 1-Year Est. Return

Advyzon Investment Management's JADE Position: Q2 2026 in Review

Advyzon Investment Management reduced its JPMorgan Active Developing Markets Equity ETF (JADE) stake by 4.5% in Q2 2026, selling an estimated $34.9K and leaving 9,686 shares worth $776K. The position accounts for 0.06% of the portfolio, ranked #321.

Advyzon Investment Management first reported a position in JADE in Q4 2025 and has held it in 3 quarters since. 24 funds tracked by Wall St. Rank hold JADE as of Q2 2026.

Advyzon Investment Management held 9,686 shares of JPMorgan Active Developing Markets Equity ETF worth $776K as of Q2 2026.
Advyzon Investment Management sold 460 JPMorgan Active Developing Markets Equity ETF shares in Q2 2026, an estimated $34.9K.
JPMorgan Active Developing Markets Equity ETF made up 0.06% of Advyzon Investment Management's portfolio in Q2 2026, its #321 holding.
Advyzon Investment Management first reported a position in JPMorgan Active Developing Markets Equity ETF in Q4 2025 and has held it in 3 quarters since.
24 funds tracked by Wall St. Rank held JPMorgan Active Developing Markets Equity ETF as of Q2 2026.

Based on Advyzon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.