Avantax Advisory Services’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
2025
Q2
$11.9M Buy
211,192
+17,271
+9% +$939K 0.07% 235
2025
Q1
$10.2M Buy
193,921
+14,519
+8% +$763K 0.06% 239
2024
Q4
$9.31M Buy
179,402
+26,307
+17% +$1.43M 0.06% 243
2024
Q3
$8.67M Buy
153,095
+11,422
+8% +$625K 0.06% 259
2024
Q2
$7.66M Buy
141,673
+5,377
+4% +$295K 0.05% 265
2024
Q1
$7.28M Buy
136,296
+10,690
+9% +$565K 0.06% 229
2023
Q4
$6.57M Buy
125,606
+13,525
+12% +$679K 0.07% 229
2023
Q3
$5.65M Buy
+112,081
New +$5.76M 0.06% 226

Other funds holding JPEM

Avantax Advisory Services's JPEM Position: Q2 2025 in Review

Avantax Advisory Services increased its JPMorgan Diversified Return Emerging Markets Equity ETF (JPEM) stake by 8.9% in Q2 2025, buying an estimated $939K and bringing the position to 211,192 shares worth $11.9M. The position accounts for 0.07% of the portfolio, ranked #235.

Avantax Advisory Services first reported a position in JPEM in Q3 2023 and has held it in 8 quarters since. 116 funds tracked by Wall St. Rank hold JPEM as of Q2 2025.

  • Avantax Advisory Services held 211,192 shares of JPMorgan Diversified Return Emerging Markets Equity ETF worth $11.9M as of Q2 2025.
  • Avantax Advisory Services bought 17,271 JPMorgan Diversified Return Emerging Markets Equity ETF shares in Q2 2025, an estimated $939K.
  • JPMorgan Diversified Return Emerging Markets Equity ETF made up 0.07% of Avantax Advisory Services's portfolio in Q2 2025, its #235 holding.
  • Avantax Advisory Services first reported a position in JPMorgan Diversified Return Emerging Markets Equity ETF in Q3 2023 and has held it in 8 quarters since.
  • 116 funds tracked by Wall St. Rank held JPMorgan Diversified Return Emerging Markets Equity ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.