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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

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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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
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
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
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return