Amplius Wealth Advisors’s JPMorgan Diversified Return Emerging Markets Equity ETF JPEM Stock Holding History

Amplius Wealth Advisors’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	$756K	Sell	12,038 -3,082	-20%	-$199K	0.06%	92
2026 Q1	$939K	Sell	15,120 -122,498	-89%	-$7.81M	0.08%	71
2025 Q4	$8.36M	Buy	137,618 +7,172	+5%	+$431K	0.7%	26
2025 Q3	$7.7M	Buy	130,446 +6,720	+5%	+$388K	0.67%	26
2025 Q2	$6.98M	Sell	123,726 -1,662	-1%	-$90.3K	0.65%	32
2025 Q1	$6.61M	Buy	125,388 +21,738	+21%	+$1.14M	0.69%	30
2024 Q4	$5.38M	Buy	103,650 +6,682	+7%	+$363K	0.55%	34
2024 Q3	$5.49M	Sell	96,968 -3,939	-4%	-$216K	0.6%	33
2024 Q2	$5.46M	Sell	100,907 -3,977	-4%	-$218K	0.61%	33
2024 Q1	$5.61M	Sell	104,884 -60,982	-37%	-$3.23M	0.63%	32
2023 Q4	$8.67M	Sell	165,866 -372,002	-69%	-$18.7M	1.05%	26
2023 Q3	$27.1M	Buy	537,868 +2,258	+0.4%	+$116K	3.63%	9
2023 Q2	$27M	Buy	535,610 +1,310	+0.2%	+$66.9K	3.64%	10
2023 Q1	$27M	Buy	534,300 +23,679	+5%	+$1.2M	3.87%	9
2022 Q4	$25.2M	Buy	+510,621	New	+$24.5M	4.02%	8

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

Amplius Wealth Advisors's JPEM Position: Q2 2026 in Review

Amplius Wealth Advisors reduced its JPMorgan Diversified Return Emerging Markets Equity ETF (JPEM) stake by 20% in Q2 2026, selling an estimated $199K and leaving 12,038 shares worth $756K. The position accounts for 0.06% of the portfolio, ranked #92.

Amplius Wealth Advisors first reported a position in JPEM in Q4 2022 and has held it in 15 quarters since. The position peaked at $27.1M in Q3 2023. 113 funds tracked by Wall St. Rank hold JPEM as of Q2 2026.

Amplius Wealth Advisors held 12,038 shares of JPMorgan Diversified Return Emerging Markets Equity ETF worth $756K as of Q2 2026.
Amplius Wealth Advisors sold 3,082 JPMorgan Diversified Return Emerging Markets Equity ETF shares in Q2 2026, an estimated $199K.
JPMorgan Diversified Return Emerging Markets Equity ETF made up 0.06% of Amplius Wealth Advisors's portfolio in Q2 2026, its #92 holding.
Amplius Wealth Advisors first reported a position in JPMorgan Diversified Return Emerging Markets Equity ETF in Q4 2022 and has held it in 15 quarters since.
Amplius Wealth Advisors's JPMorgan Diversified Return Emerging Markets Equity ETF position peaked at $27.1M in Q3 2023.
113 funds tracked by Wall St. Rank held JPMorgan Diversified Return Emerging Markets Equity ETF as of Q2 2026.

Based on Amplius Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.