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Bogart Wealth LLC’s JPMorgan Diversified Return Emerging Markets Equity ETF JPEM Stock Holding History

Bogart Wealth LLC’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
Q1 		– Sell
-155
Closed -$9.41K – 1877
2025
Q4 		$9.41K Hold
155
– – ﹤0.01% 877
2025
Q3 		$9.14K Hold
155
– – ﹤0.01% 848
2025
Q2 		$8.74K Hold
155
– – ﹤0.01% 821
2025
Q1 		$8.17K Buy
+155
New +$8.14K ﹤0.01% 795

Other funds holding JPEM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
SA
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Bogart Wealth LLC's JPEM Position: Q1 2026 in Review

Bogart Wealth LLC sold out of JPMorgan Diversified Return Emerging Markets Equity ETF (JPEM) in Q1 2026, closing a stake of 155 shares — an estimated $9.41K sold.

Bogart Wealth LLC first reported a position in JPEM in Q1 2025 and held it in 4 quarters. The position peaked at $9.41K in Q4 2025. 126 funds tracked by Wall St. Rank hold JPEM as of Q1 2026.

  • Bogart Wealth LLC reported no remaining JPMorgan Diversified Return Emerging Markets Equity ETF position as of Q1 2026 after selling out during the quarter.
  • Bogart Wealth LLC sold 155 JPMorgan Diversified Return Emerging Markets Equity ETF shares in Q1 2026, an estimated $9.41K.
  • Bogart Wealth LLC first reported a position in JPMorgan Diversified Return Emerging Markets Equity ETF in Q1 2025 and held it in 4 quarters.
  • Bogart Wealth LLC's JPMorgan Diversified Return Emerging Markets Equity ETF position peaked at $9.41K in Q4 2025.
  • 126 funds tracked by Wall St. Rank held JPMorgan Diversified Return Emerging Markets Equity ETF as of Q1 2026.

Based on Bogart Wealth LLC's 13F filing for Q1 2026, filed 28 Apr 2026.