AWE
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Avidian Wealth Enterprises’s JPMorgan Diversified Return Emerging Markets Equity ETF JPEM Stock Holding History

Avidian Wealth Enterprises’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
Q3 		$817K Hold
12,905
– – 0.02% 367
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

TA
Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Avidian Wealth Enterprises's JPEM Position: Q3 2026 in Review

Avidian Wealth Enterprises held its JPMorgan Diversified Return Emerging Markets Equity ETF (JPEM) position steady in Q3 2026 at 12,905 shares worth $817K. The position accounts for 0.02% of the portfolio, ranked #367.

Avidian Wealth Enterprises first reported a position in JPEM in Q1 2026 and has held it in 3 quarters since. 4 funds tracked by Wall St. Rank hold JPEM as of Q3 2026.

  • Avidian Wealth Enterprises held 12,905 shares of JPMorgan Diversified Return Emerging Markets Equity ETF worth $817K as of Q3 2026.
  • Avidian Wealth Enterprises left its JPMorgan Diversified Return Emerging Markets Equity ETF share count unchanged in Q3 2026.
  • JPMorgan Diversified Return Emerging Markets Equity ETF made up 0.02% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #367 holding.
  • Avidian Wealth Enterprises first reported a position in JPMorgan Diversified Return Emerging Markets Equity ETF in Q1 2026 and has held it in 3 quarters since.
  • 4 funds tracked by Wall St. Rank held JPMorgan Diversified Return Emerging Markets Equity ETF as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.