Avantax Planning Partners’s JPMorgan Diversified Return Emerging Markets Equity ETF JPEM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$6.84M	Buy	121,290 +4,011	+3%	+$226K	0.22%	76
2025 Q1	$6.18M	Sell	117,279 -2,919	-2%	-$154K	0.22%	76
2024 Q4	$6.24M	Buy	120,198 +3,624	+3%	+$188K	0.22%	71
2024 Q3	$6.6M	Buy	116,574 +39,905	+52%	+$2.26M	0.24%	73
2024 Q2	$4.15M	Buy	+76,669	New	+$4.15M	0.13%	93