AWA
Amplius Wealth Advisors’s JPMorgan Diversified Return Emerging Markets Equity ETF JPEM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.98M | Sell |
123,726
-1,662
| -1% | -$93.8K | 0.65% | 32 |
|
|
2025
Q1 | $6.61M | Buy |
125,388
+21,738
| +21% | +$1.15M | 0.69% | 30 |
|
|
2024
Q4 | $5.38M | Buy |
103,650
+6,682
| +7% | +$347K | 0.55% | 34 |
|
|
2024
Q3 | $5.49M | Sell |
96,968
-3,939
| -4% | -$223K | 0.6% | 33 |
|
|
2024
Q2 | $5.46M | Sell |
100,907
-3,977
| -4% | -$215K | 0.61% | 33 |
|
|
2024
Q1 | $5.61M | Sell |
104,884
-60,982
| -37% | -$3.26M | 0.63% | 32 |
|
|
2023
Q4 | $8.67M | Sell |
165,866
-372,002
| -69% | -$19.5M | 1.05% | 26 |
|
|
2023
Q3 | $27.1M | Buy |
537,868
+2,258
| +0.4% | +$114K | 3.63% | 9 |
|
|
2023
Q2 | $27M | Buy |
535,610
+1,310
| +0.2% | +$66.1K | 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 | +$25.2M | 4.02% | 8 |
|