Edge Financial Advisors’s JPMorgan Diversified Return Emerging Markets Equity ETF JPEM Stock Holding History

Edge Financial Advisors’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 Q4	$1.14M	Buy	18,717 +166	+0.9%	+$9.97K	0.48%	46
2025 Q3	$1.09M	Buy	18,551 +200	+1%	+$11.6K	0.49%	43
2025 Q2	$1.04M	Sell	18,351 -1,736	-9%	-$94.4K	0.55%	37
2025 Q1	$1.06M	Sell	20,087 -1,454	-7%	-$76.4K	0.67%	33
2024 Q4	$1.12M	Sell	21,541 -596	-3%	-$32.3K	1%	36
2024 Q3	$1.25M	Sell	22,137 -1,088	-5%	-$59.6K	1.11%	33
2024 Q2	$1.26M	Sell	23,225 -11,868	-34%	-$651K	1.3%	31
2024 Q1	$1.88M	Buy	+35,093	New	+$1.86M	1.65%	12

Other funds holding JPEM

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

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

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

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 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

KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Edge Financial Advisors's JPEM Position: Q4 2025 in Review

Edge Financial Advisors increased its JPMorgan Diversified Return Emerging Markets Equity ETF (JPEM) stake by 0.89% in Q4 2025, buying an estimated $9.97K and bringing the position to 18,717 shares worth $1.14M. The position accounts for 0.48% of the portfolio, ranked #46.

Edge Financial Advisors first reported a position in JPEM in Q1 2024 and has held it in 8 quarters since. The position peaked at $1.88M in Q1 2024. 116 funds tracked by Wall St. Rank hold JPEM as of Q4 2025.

Edge Financial Advisors held 18,717 shares of JPMorgan Diversified Return Emerging Markets Equity ETF worth $1.14M as of Q4 2025.
Edge Financial Advisors bought 166 JPMorgan Diversified Return Emerging Markets Equity ETF shares in Q4 2025, an estimated $9.97K.
JPMorgan Diversified Return Emerging Markets Equity ETF made up 0.48% of Edge Financial Advisors's portfolio in Q4 2025, its #46 holding.
Edge Financial Advisors first reported a position in JPMorgan Diversified Return Emerging Markets Equity ETF in Q1 2024 and has held it in 8 quarters since.
Edge Financial Advisors's JPMorgan Diversified Return Emerging Markets Equity ETF position peaked at $1.88M in Q1 2024.
116 funds tracked by Wall St. Rank held JPMorgan Diversified Return Emerging Markets Equity ETF as of Q4 2025.

Based on Edge Financial Advisors's 13F filing for Q4 2025, filed 28 Jan 2026.