Avantax Planning Partners’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
$8M Buy
127,408
+3,814
+3% +$246K 0.2% 77
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

Avantax Planning Partners's JPEM Position: Q2 2026 in Review

Avantax Planning Partners increased its JPMorgan Diversified Return Emerging Markets Equity ETF (JPEM) stake by 3.1% in Q2 2026, buying an estimated $246K and bringing the position to 127,408 shares worth $8M. The position accounts for 0.2% of the portfolio, ranked #77.

Avantax Planning Partners first reported a position in JPEM in Q2 2024 and has held it in 9 quarters since. 114 funds tracked by Wall St. Rank hold JPEM as of Q2 2026.

  • Avantax Planning Partners held 127,408 shares of JPMorgan Diversified Return Emerging Markets Equity ETF worth $8M as of Q2 2026.
  • Avantax Planning Partners bought 3,814 JPMorgan Diversified Return Emerging Markets Equity ETF shares in Q2 2026, an estimated $246K.
  • JPMorgan Diversified Return Emerging Markets Equity ETF made up 0.2% of Avantax Planning Partners's portfolio in Q2 2026, its #77 holding.
  • Avantax Planning Partners first reported a position in JPMorgan Diversified Return Emerging Markets Equity ETF in Q2 2024 and has held it in 9 quarters since.
  • 114 funds tracked by Wall St. Rank held JPMorgan Diversified Return Emerging Markets Equity ETF as of Q2 2026.

Based on Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.