Birchwood Financial 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
$1.86M Buy
29,577
+737
+3% +$47.6K 1.52% 18
2026
Q1
$1.79M Buy
28,840
+107
+0.4% +$6.83K 1.73% 13
2025
Q4
$1.74M Buy
+28,733
New +$1.73M 1.73% 14

Other funds holding JPEM

Birchwood Financial Partners's JPEM Position: Q2 2026 in Review

Birchwood Financial Partners increased its JPMorgan Diversified Return Emerging Markets Equity ETF (JPEM) stake by 2.6% in Q2 2026, buying an estimated $47.6K and bringing the position to 29,577 shares worth $1.86M. The position accounts for 1.52% of the portfolio, ranked #18.

Birchwood Financial Partners first reported a position in JPEM in Q4 2025 and has held it in 3 quarters since. 113 funds tracked by Wall St. Rank hold JPEM as of Q2 2026.

  • Birchwood Financial Partners held 29,577 shares of JPMorgan Diversified Return Emerging Markets Equity ETF worth $1.86M as of Q2 2026.
  • Birchwood Financial Partners bought 737 JPMorgan Diversified Return Emerging Markets Equity ETF shares in Q2 2026, an estimated $47.6K.
  • JPMorgan Diversified Return Emerging Markets Equity ETF made up 1.52% of Birchwood Financial Partners's portfolio in Q2 2026, its #18 holding.
  • Birchwood Financial Partners first reported a position in JPMorgan Diversified Return Emerging Markets Equity ETF in Q4 2025 and has held it in 3 quarters since.
  • 113 funds tracked by Wall St. Rank held JPMorgan Diversified Return Emerging Markets Equity ETF as of Q2 2026.

Based on Birchwood Financial Partners's 13F filing for Q2 2026, filed 6 Aug 2026.