EdgeRock Capital’s JPMorgan Diversified Return Emerging Markets Equity ETF JPEM Stock Holding History

EdgeRock Capital’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	-7,612	Closed	-$401K	–	111
2025 Q1	$401K	Buy	7,612 +54	+0.7%	+$2.84K	0.29%	45
2024 Q4	$392K	Sell	7,558 -1,360	-15%	-$73.8K	0.26%	49
2024 Q3	$505K	Sell	8,918 -27	-0.3%	-$1.48K	0.36%	41
2024 Q2	$484K	Buy	8,945 +1,047	+13%	+$57.5K	0.37%	33
2024 Q1	$422K	Sell	7,898 -1	-0%	-$53	0.34%	39
2023 Q4	$411K	Buy	+7,899	New	+$396K	0.3%	37
2023 Q3	–	Sell	-8,177	Closed	-$413K	–	72
2023 Q2	$413K	Buy	8,177 +172	+2%	+$8.78K	0.2%	36
2023 Q1	$404K	Buy	8,005 +617	+8%	+$31.3K	0.21%	38
2022 Q4	$364K	Buy	+7,388	New	+$354K	0.2%	41

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

EdgeRock Capital's JPEM Position: Q2 2025 in Review

EdgeRock Capital sold out of JPMorgan Diversified Return Emerging Markets Equity ETF (JPEM) in Q2 2025, closing a stake of 7,612 shares — an estimated $401K sold.

EdgeRock Capital first reported a position in JPEM in Q4 2022 and held it in 9 quarters. The position peaked at $505K in Q3 2024. 116 funds tracked by Wall St. Rank hold JPEM as of Q2 2025.

EdgeRock Capital reported no remaining JPMorgan Diversified Return Emerging Markets Equity ETF position as of Q2 2025 after selling out during the quarter.
EdgeRock Capital sold 7,612 JPMorgan Diversified Return Emerging Markets Equity ETF shares in Q2 2025, an estimated $401K.
EdgeRock Capital first reported a position in JPMorgan Diversified Return Emerging Markets Equity ETF in Q4 2022 and held it in 9 quarters.
EdgeRock Capital's JPMorgan Diversified Return Emerging Markets Equity ETF position peaked at $505K in Q3 2024.
116 funds tracked by Wall St. Rank held JPMorgan Diversified Return Emerging Markets Equity ETF as of Q2 2025.

Based on EdgeRock Capital's 13F filing for Q2 2025, filed 16 Jul 2025.