Congress Wealth Management’s JPMorgan Diversified Return Emerging Markets Equity ETF JPEM Stock Holding History

Congress Wealth Management’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
2025 Q2	$4.36M	Buy	+77,281	New	+$4.2M	0.04%	418

Other funds holding JPEM

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

SAM Advisors Oakhurst, California $319M AUM 17.08% 1-Year Est. Return

American Money Management Rancho Santa Fe, California $632M AUM 14.06% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return

Cerity Partners

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Corient Private Wealth

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return