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

Avantax Planning Partners’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
Q1 		$7.68M Buy
123,594
+1,049
+0.9% +$66.9K 0.21% 77
2025
Q4 		$7.44M Sell
122,545
-2,143
-2% -$129K 0.21% 74
2025
Q3 		$7.36M Buy
124,688
+3,398
+3% +$196K 0.21% 75
2025
Q2 		$6.84M Buy
121,290
+4,011
+3% +$218K 0.22% 76
2025
Q1 		$6.18M Sell
117,279
-2,919
-2% -$153K 0.22% 76
2024
Q4 		$6.24M Buy
120,198
+3,624
+3% +$197K 0.22% 71
2024
Q3 		$6.6M Buy
116,574
+39,905
+52% +$2.18M 0.24% 73
2024
Q2 		$4.15M Buy
+76,669
New +$4.21M 0.13% 93

Other funds holding JPEM

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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
SA
SAM Advisors Oakhurst, California $319M AUM 17.08% 1-Year Est. Return
AMM
American Money Management Rancho Santa Fe, California $632M AUM 14.06% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.5B AUM 21.68% 1-Year Est. Return