Avidian Wealth Enterprises’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
$810K Buy
12,905
+63
+0.5% +$4.07K 0.02% 366
2026
Q1
$798K Buy
+12,842
New +$819K 0.03% 332

Other funds holding JPEM

Avidian Wealth Enterprises's JPEM Position: Q2 2026 in Review

Avidian Wealth Enterprises increased its JPMorgan Diversified Return Emerging Markets Equity ETF (JPEM) stake by 0.49% in Q2 2026, buying an estimated $4.07K and bringing the position to 12,905 shares worth $810K. The position accounts for 0.02% of the portfolio, ranked #366.

Avidian Wealth Enterprises first reported a position in JPEM in Q1 2026 and has held it in 2 quarters since. 113 funds tracked by Wall St. Rank hold JPEM as of Q2 2026.

  • Avidian Wealth Enterprises held 12,905 shares of JPMorgan Diversified Return Emerging Markets Equity ETF worth $810K as of Q2 2026.
  • Avidian Wealth Enterprises bought 63 JPMorgan Diversified Return Emerging Markets Equity ETF shares in Q2 2026, an estimated $4.07K.
  • JPMorgan Diversified Return Emerging Markets Equity ETF made up 0.02% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #366 holding.
  • Avidian Wealth Enterprises first reported a position in JPMorgan Diversified Return Emerging Markets Equity ETF in Q1 2026 and has held it in 2 quarters since.
  • 113 funds tracked by Wall St. Rank held JPMorgan Diversified Return Emerging Markets Equity ETF as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.