DWP
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Daymark Wealth Partners’s JPMorgan Diversified Return Emerging Markets Equity ETF JPEM Stock Holding History

Daymark Wealth Partners’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
2026
Q1 		$473K Buy
7,614
+1,043
+16% +$66.5K 0.01% 436
2025
Q4 		$399K Buy
6,571
+78
+1% +$4.69K 0.01% 440
2025
Q3 		$383K Sell
6,493
-1,561
-19% -$90.2K 0.01% 434
2025
Q2 		$454K Sell
8,054
-2,111
-21% -$115K 0.02% 372
2025
Q1 		$536K Buy
10,165
+363
+4% +$19.1K 0.02% 320
2024
Q4 		$509K Sell
9,802
-396
-4% -$21.5K 0.02% 316
2024
Q3 		$577K Sell
10,198
-245
-2% -$13.4K 0.02% 312
2024
Q2 		$565K Sell
10,443
-3,678
-26% -$202K 0.03% 306
2024
Q1 		$755K Buy
14,121
+6,195
+78% +$328K 0.04% 228
2023
Q4 		$414K Sell
7,926
-3,100
-28% -$156K 0.03% 275
2023
Q3 		$555K Buy
+11,026
New +$567K 0.04% 229

Other funds holding JPEM

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
SA
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
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.5B AUM 21.68% 1-Year Est. Return