Allworth Financial’s JPMorgan Diversified Return Emerging Markets Equity ETF JPEM Stock Holding History

Allworth Financial’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	$426K	Sell	6,781 -6,675	-50%	-$431K	﹤0.01%	1061
2026 Q1	$836K	Sell	13,456 -465	-3%	-$29.7K	﹤0.01%	764
2025 Q4	$845K	Sell	13,921 -2,204	-14%	-$132K	﹤0.01%	741
2025 Q3	$951K	Sell	16,125 -1,362	-8%	-$78.7K	﹤0.01%	691
2025 Q2	$986K	Buy	17,487 +203	+1%	+$11K	﹤0.01%	648
2025 Q1	$924K	Sell	17,284 -549	-3%	-$28.8K	0.01%	536
2024 Q4	$932K	Sell	17,833 -2,834	-14%	-$154K	0.01%	554
2024 Q3	$1.17M	Sell	20,667 -594	-3%	-$32.5K	0.01%	414
2024 Q2	$1.17M	Sell	21,261 -1,470	-6%	-$80.7K	0.01%	401
2024 Q1	$1.21M	Sell	22,731 -1,752	-7%	-$92.7K	0.01%	380
2023 Q4	$1.28M	Sell	24,483 -1,186	-5%	-$59.5K	0.01%	371
2023 Q3	$1.29M	Sell	25,669 -2,034	-7%	-$105K	0.01%	341
2023 Q2	$1.4M	Sell	27,703 -1,966	-7%	-$100K	0.01%	331
2023 Q1	$1.5M	Sell	29,669 -1,754	-6%	-$89.1K	0.02%	300
2022 Q4	$1.55M	Sell	31,423 -5,438	-15%	-$261K	0.02%	287
2022 Q3	$1.64M	Sell	36,861 -14,078	-28%	-$686K	0.02%	248
2022 Q2	$2.52M	Sell	50,939 -7,978	-14%	-$419K	0.03%	195
2022 Q1	$3.28M	Sell	58,917 -1,848	-3%	-$104K	0.04%	171
2021 Q4	$3.45M	Buy	60,765 +4,869	+9%	+$279K	0.05%	150
2021 Q3	$3.22M	Sell	55,896 -544	-1%	-$31.9K	0.05%	137
2021 Q2	$3.35M	Sell	56,440 -781	-1%	-$46K	0.06%	106
2021 Q1	$3.24M	Buy	+57,221	New	+$3.24M	0.07%	91
2020 Q2	–	Sell	-102,409	Closed	-$4.07M	–	1283
2020 Q1	$4.07M	Buy	+102,409	New	+$5.21M	0.14%	54

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

Allworth Financial's JPEM Position: Q2 2026 in Review

Allworth Financial reduced its JPMorgan Diversified Return Emerging Markets Equity ETF (JPEM) stake by 50% in Q2 2026, selling an estimated $431K and leaving 6,781 shares worth $426K. The position accounts for ﹤0.01% of the portfolio, ranked #1061.

Allworth Financial first reported a position in JPEM in Q1 2020 and has held it in 23 quarters since. The position peaked at $4.07M in Q1 2020. 113 funds tracked by Wall St. Rank hold JPEM as of Q2 2026.

Allworth Financial held 6,781 shares of JPMorgan Diversified Return Emerging Markets Equity ETF worth $426K as of Q2 2026.
Allworth Financial sold 6,675 JPMorgan Diversified Return Emerging Markets Equity ETF shares in Q2 2026, an estimated $431K.
JPMorgan Diversified Return Emerging Markets Equity ETF made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #1061 holding.
Allworth Financial first reported a position in JPMorgan Diversified Return Emerging Markets Equity ETF in Q1 2020 and has held it in 23 quarters since.
Allworth Financial's JPMorgan Diversified Return Emerging Markets Equity ETF position peaked at $4.07M in Q1 2020.
113 funds tracked by Wall St. Rank held JPMorgan Diversified Return Emerging Markets Equity ETF as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.