Carson Wealth (CWM LLC)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $1K | Buy |
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|
2021
Q2 | $5K | Hold |
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|
2021
Q1 | $5K | Hold |
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|
2020
Q4 | $5K | Hold |
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|
2020
Q3 | $5K | Hold |
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|
2020
Q2 | $5K | Hold |
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|
2020
Q1 | $5K | Hold |
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|
2019
Q4 | $5K | Hold |
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|
2019
Q3 | $5K | Hold |
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|
2019
Q2 | $5K | Hold |
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|
2019
Q1 | $5K | Sell |
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|
2018
Q4 | $41K | Sell |
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|
2018
Q3 | $1.8M | Buy |
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|
2018
Q2 | $1.78M | Buy |
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|
2018
Q1 | $1.98M | Buy |
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|
2017
Q4 | $1.68M | Buy |
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|
2017
Q3 | $688K | Buy |
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|
2017
Q2 | $529K | Buy |
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|
2017
Q1 | $111K | Buy |
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