CWM
JPEM icon

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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 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
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

Congress Wealth Management's JPEM Position: Q2 2025 in Review

Congress Wealth Management opened a new position in JPMorgan Diversified Return Emerging Markets Equity ETF (JPEM) in Q2 2025: 77,281 shares worth $4.36M. The stake represents 0.04% of the portfolio and ranks #418 among its holdings.

116 funds tracked by Wall St. Rank hold JPEM as of Q2 2025.

  • Congress Wealth Management held 77,281 shares of JPMorgan Diversified Return Emerging Markets Equity ETF worth $4.36M as of Q2 2025.
  • JPMorgan Diversified Return Emerging Markets Equity ETF was a new Congress Wealth Management position in Q2 2025.
  • JPMorgan Diversified Return Emerging Markets Equity ETF made up 0.04% of Congress Wealth Management's portfolio in Q2 2025, its #418 holding.
  • 116 funds tracked by Wall St. Rank held JPMorgan Diversified Return Emerging Markets Equity ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.