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

AE 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	$251	Sell	4 -5	-56%	-$323	﹤0.01%	2630
2026 Q1	$559	Sell	9 -37	-80%	-$2.36K	﹤0.01%	2540
2025 Q4	$2.78K	Sell	46 -94	-67%	-$5.65K	﹤0.01%	2312
2025 Q3	$8.27K	Buy	140 +95	+211%	+$5.49K	﹤0.01%	2021
2025 Q2	$2.52K	Buy	45 +36	+400%	+$1.96K	﹤0.01%	2032
2025 Q1	$474	Hold	9	–	–	﹤0.01%	2104
2024 Q4	$467	Buy	+9	New	+$488	﹤0.01%	2075
2024 Q1	–	Sell	-4,938	Closed	-$259K	–	1598
2023 Q4	$259K	Sell	4,938 -4,668	-49%	-$234K	﹤0.01%	1781
2023 Q3	$484K	Sell	9,606 -127,240	-93%	-$6.54M	﹤0.01%	1401
2023 Q2	$6.91M	Sell	136,846 -26,132	-16%	-$1.33M	0.04%	456
2023 Q1	$8.23M	Buy	162,978 +154,046	+1,725%	+$7.82M	0.05%	390
2022 Q4	$440K	Buy	+8,932	New	+$428K	﹤0.01%	1362

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

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

AE Wealth Management reduced its JPMorgan Diversified Return Emerging Markets Equity ETF (JPEM) stake by 56% in Q2 2026, selling an estimated $323 and leaving 4 shares worth $251. The position accounts for ﹤0.01% of the portfolio, ranked #2630.

AE Wealth Management first reported a position in JPEM in Q4 2022 and has held it in 12 quarters since. The position peaked at $8.23M in Q1 2023. 113 funds tracked by Wall St. Rank hold JPEM as of Q2 2026.

AE Wealth Management held 4 shares of JPMorgan Diversified Return Emerging Markets Equity ETF worth $251 as of Q2 2026.
AE Wealth Management sold 5 JPMorgan Diversified Return Emerging Markets Equity ETF shares in Q2 2026, an estimated $323.
JPMorgan Diversified Return Emerging Markets Equity ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #2630 holding.
AE Wealth Management first reported a position in JPMorgan Diversified Return Emerging Markets Equity ETF in Q4 2022 and has held it in 12 quarters since.
AE Wealth Management's JPMorgan Diversified Return Emerging Markets Equity ETF position peaked at $8.23M in Q1 2023.
113 funds tracked by Wall St. Rank held JPMorgan Diversified Return Emerging Markets Equity ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.