Carson Wealth (CWM LLC)’s JPMorgan Diversified Return Emerging Markets Equity ETF JPEM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-19
| Closed | -$1K | – | 5203 |
|
|
2025
Q1 | $1K | Buy |
+19
| New | +$1K | ﹤0.01% | 4916 |
|
|
2021
Q2 | $5K | Hold |
91
| – | – | ﹤0.01% | 2347 |
|
|
2021
Q1 | $5K | Hold |
91
| – | – | ﹤0.01% | 2347 |
|
|
2020
Q4 | $5K | Hold |
91
| – | – | ﹤0.01% | 2347 |
|
|
2020
Q3 | $5K | Hold |
91
| – | – | ﹤0.01% | 2347 |
|
|
2020
Q2 | $5K | Hold |
91
| – | – | ﹤0.01% | 2347 |
|
|
2020
Q1 | $5K | Hold |
91
| – | – | ﹤0.01% | 2347 |
|
|
2019
Q4 | $5K | Hold |
91
| – | – | ﹤0.01% | 2347 |
|
|
2019
Q3 | $5K | Hold |
91
| – | – | ﹤0.01% | 2347 |
|
|
2019
Q2 | $5K | Hold |
91
| – | – | ﹤0.01% | 2347 |
|
|
2019
Q1 | $5K | Sell |
91
-724
| -89% | -$39.8K | ﹤0.01% | 2347 |
|
|
2018
Q4 | $41K | Sell |
815
-32,464
| -98% | -$1.63M | ﹤0.01% | 919 |
|
|
2018
Q3 | $1.8M | Buy |
33,279
+384
| +1% | +$20.8K | 0.05% | 259 |
|
|
2018
Q2 | $1.78M | Buy |
32,895
+314
| +1% | +$17K | 0.06% | 224 |
|
|
2018
Q1 | $1.98M | Buy |
32,581
+3,757
| +13% | +$228K | 0.08% | 174 |
|
|
2017
Q4 | $1.68M | Buy |
28,824
+16,615
| +136% | +$970K | 0.07% | 192 |
|
|
2017
Q3 | $688K | Buy |
12,209
+2,099
| +21% | +$118K | 0.03% | 228 |
|
|
2017
Q2 | $529K | Buy |
10,110
+7,930
| +364% | +$415K | 0.03% | 238 |
|
|
2017
Q1 | $111K | Buy |
+2,180
| New | +$111K | 0.01% | 355 |
|