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

CreativeOne Wealth’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	–	Sell	-4,789	Closed	-$252K	–	1151
2025 Q1	$252K	Sell	4,789 -2,121	-31%	-$111K	0.01%	919
2024 Q4	$358K	Sell	6,910 -3,025	-30%	-$164K	0.01%	809
2024 Q3	$563K	Buy	9,935 +171	+2%	+$9.36K	0.02%	586
2024 Q2	$528K	Sell	9,764 -331	-3%	-$18.2K	0.03%	460
2024 Q1	$540K	Sell	10,095 -781	-7%	-$41.3K	0.02%	547
2023 Q4	$569K	Sell	10,876 -1,135	-9%	-$56.9K	0.04%	342
2023 Q3	$605K	Sell	12,011 -6,254	-34%	-$321K	0.04%	307
2023 Q2	$922K	Sell	18,265 -66,182	-78%	-$3.38M	0.04%	348
2023 Q1	$4.26M	Buy	84,447 +11,837	+16%	+$601K	0.21%	89
2022 Q4	$3.58M	Buy	72,610 +5,885	+9%	+$282K	0.2%	102
2022 Q3	$2.98M	Sell	66,725 -7,286	-10%	-$355K	0.18%	105
2022 Q2	$3.66M	Sell	74,011 -3,878	-5%	-$204K	0.2%	83
2022 Q1	$4.34M	Buy	77,889 +9,867	+15%	+$556K	0.22%	75
2021 Q4	$3.86M	Buy	68,022 +16,719	+33%	+$958K	0.19%	81
2021 Q3	$2.96M	Sell	51,303 -6,126	-11%	-$359K	0.17%	108
2021 Q2	$3.4M	Sell	57,429 -82,376	-59%	-$4.85M	0.21%	94
2021 Q1	$7.91M	Sell	139,805 -52,483	-27%	-$2.97M	0.6%	35
2020 Q4	$10.6M	Sell	192,288 -74,082	-28%	-$3.76M	0.87%	24
2020 Q3	$12.4M	Sell	266,370 -91,100	-25%	-$4.42M	1.73%	13
2020 Q2	$16.4M	Sell	357,470 -17,667	-5%	-$774K	2.55%	11
2020 Q1	$14.9M	Buy	375,137 +6,577	+2%	+$335K	2.85%	9
2019 Q4	$21M	Buy	368,560 +26,182	+8%	+$1.43M	3.55%	8
2019 Q3	$18M	Buy	342,378 +2,293	+0.7%	+$124K	3.47%	7
2019 Q2	$18.9M	Buy	340,085 +53,815	+19%	+$2.93M	3.97%	6
2019 Q1	$15.5M	Buy	286,270 +35,777	+14%	+$1.92M	4.06%	7
2018 Q4	$12.7M	Buy	250,493 +18,779	+8%	+$967K	4.29%	6
2018 Q3	$12.5M	Buy	231,714 +27,866	+14%	+$1.52M	4.63%	7
2018 Q2	$11M	Buy	203,848 +36,867	+22%	+$2.13M	4.74%	8
2018 Q1	$10.1M	Buy	+166,981	New	+$10.2M	5.03%	8

Other funds holding JPEM

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

OMC

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

AAS

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

AMM

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

PCIA

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

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

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

CreativeOne Wealth's JPEM Position: Q2 2025 in Review

CreativeOne Wealth sold out of JPMorgan Diversified Return Emerging Markets Equity ETF (JPEM) in Q2 2025, closing a stake of 4,789 shares — an estimated $252K sold.

CreativeOne Wealth first reported a position in JPEM in Q1 2018 and held it in 29 quarters. The position peaked at $21M in Q4 2019. 116 funds tracked by Wall St. Rank hold JPEM as of Q2 2025.

CreativeOne Wealth reported no remaining JPMorgan Diversified Return Emerging Markets Equity ETF position as of Q2 2025 after selling out during the quarter.
CreativeOne Wealth sold 4,789 JPMorgan Diversified Return Emerging Markets Equity ETF shares in Q2 2025, an estimated $252K.
CreativeOne Wealth first reported a position in JPMorgan Diversified Return Emerging Markets Equity ETF in Q1 2018 and held it in 29 quarters.
CreativeOne Wealth's JPMorgan Diversified Return Emerging Markets Equity ETF position peaked at $21M in Q4 2019.
116 funds tracked by Wall St. Rank held JPMorgan Diversified Return Emerging Markets Equity ETF as of Q2 2025.

Based on CreativeOne Wealth's 13F filing for Q2 2025, filed 12 Aug 2025.