Berger Financial Group’s JPMorgan Diversified Return Emerging Markets Equity ETF JPEM Stock Holding History

Berger Financial Group’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 Q2	$4.28M	Sell	68,223 -1,529	-2%	-$98.7K	0.22%	92
2026 Q1	$4.33M	Sell	69,752 -93	-0.1%	-$5.93K	0.24%	91
2025 Q4	$4.24M	Buy	69,845 +657	+0.9%	+$39.5K	0.25%	91
2025 Q3	$4.08M	Buy	69,188 +4,328	+7%	+$250K	0.24%	94
2025 Q2	$3.66M	Buy	64,860 +1,244	+2%	+$67.6K	0.24%	98
2025 Q1	$3.35M	Buy	63,616 +3,764	+6%	+$198K	0.23%	101
2024 Q4	$3.11M	Sell	59,852 -480	-0.8%	-$26.1K	0.21%	100
2024 Q3	$3.42M	Buy	60,332 +796	+1%	+$43.6K	0.25%	93
2024 Q2	$3.22M	Sell	59,536 -1,153	-2%	-$63.3K	0.26%	91
2024 Q1	$3.24M	Buy	60,689 +2,642	+5%	+$140K	0.27%	90
2023 Q4	$3.04M	Sell	58,047 -611	-1%	-$30.7K	0.31%	84
2023 Q3	$2.95M	Sell	58,658 -1,522	-3%	-$78.2K	0.34%	81
2023 Q2	$3.04M	Sell	60,180 -37	-0.1%	-$1.89K	0.34%	81
2023 Q1	$3.04M	Buy	60,217 +270	+0.5%	+$13.7K	0.37%	80
2022 Q4	$2.95M	Sell	59,947 -1,773	-3%	-$85K	0.39%	76
2022 Q3	$2.75M	Sell	61,720 -586	-0.9%	-$28.6K	0.4%	72
2022 Q2	$3.08M	Sell	62,306 -855	-1%	-$44.9K	0.45%	61
2022 Q1	$3.52M	Buy	63,161 +1,764	+3%	+$99.4K	0.45%	67
2021 Q4	$3.49M	Buy	61,397 +2,512	+4%	+$144K	0.46%	68
2021 Q3	$3.39M	Buy	58,885 +987	+2%	+$57.9K	0.61%	56
2021 Q2	$3.43M	Buy	57,898 +902	+2%	+$53.1K	0.62%	58
2021 Q1	$3.22M	Buy	56,996 +2,476	+5%	+$140K	0.7%	55
2020 Q4	$2.99M	Buy	+54,520	New	+$2.77M	0.52%	67

Other funds holding JPEM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

SAM Advisors Oakhurst, California $366M AUM 19.93% 1-Year Est. Return

AMM

American Money Management Rancho Santa Fe, California $700M AUM 20.22% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

Berger Financial Group's JPEM Position: Q2 2026 in Review

Berger Financial Group reduced its JPMorgan Diversified Return Emerging Markets Equity ETF (JPEM) stake by 2.2% in Q2 2026, selling an estimated $98.7K and leaving 68,223 shares worth $4.28M. The position accounts for 0.22% of the portfolio, ranked #92.

Berger Financial Group first reported a position in JPEM in Q4 2020 and has held it in 23 quarters since. The position peaked at $4.33M in Q1 2026. 114 funds tracked by Wall St. Rank hold JPEM as of Q2 2026.

Berger Financial Group held 68,223 shares of JPMorgan Diversified Return Emerging Markets Equity ETF worth $4.28M as of Q2 2026.
Berger Financial Group sold 1,529 JPMorgan Diversified Return Emerging Markets Equity ETF shares in Q2 2026, an estimated $98.7K.
JPMorgan Diversified Return Emerging Markets Equity ETF made up 0.22% of Berger Financial Group's portfolio in Q2 2026, its #92 holding.
Berger Financial Group first reported a position in JPMorgan Diversified Return Emerging Markets Equity ETF in Q4 2020 and has held it in 23 quarters since.
Berger Financial Group's JPMorgan Diversified Return Emerging Markets Equity ETF position peaked at $4.33M in Q1 2026.
114 funds tracked by Wall St. Rank held JPMorgan Diversified Return Emerging Markets Equity ETF as of Q2 2026.

Based on Berger Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.