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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$221K Sell
3,466
-3,488
-50% -$225K 0.02% 330
2026
Q1
$454K Sell
6,954
-50
-0.7% -$3.19K 0.05% 231
2025
Q4
$451K Buy
+7,004
New +$421K 0.06% 186

Other funds holding JPEM

Asset One Wealth Management's JPEM Position: Q2 2026 in Review

Asset One Wealth Management reduced its JPMorgan Diversified Return Emerging Markets Equity ETF (JPEM) stake by 50% in Q2 2026, selling an estimated $225K and leaving 3,466 shares worth $221K. The position accounts for 0.02% of the portfolio, ranked #330.

Asset One Wealth Management first reported a position in JPEM in Q4 2025 and has held it in 3 quarters since. The position peaked at $454K in Q1 2026. 114 funds tracked by Wall St. Rank hold JPEM as of Q2 2026.

  • Asset One Wealth Management held 3,466 shares of JPMorgan Diversified Return Emerging Markets Equity ETF worth $221K as of Q2 2026.
  • Asset One Wealth Management sold 3,488 JPMorgan Diversified Return Emerging Markets Equity ETF shares in Q2 2026, an estimated $225K.
  • JPMorgan Diversified Return Emerging Markets Equity ETF made up 0.02% of Asset One Wealth Management's portfolio in Q2 2026, its #330 holding.
  • Asset One Wealth Management first reported a position in JPMorgan Diversified Return Emerging Markets Equity ETF in Q4 2025 and has held it in 3 quarters since.
  • Asset One Wealth Management's JPMorgan Diversified Return Emerging Markets Equity ETF position peaked at $454K in Q1 2026.
  • 114 funds tracked by Wall St. Rank held JPMorgan Diversified Return Emerging Markets Equity ETF as of Q2 2026.

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