Focus Partners Wealth
JPEM icon

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

Focus Partners 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
2026
Q1 		$9.82M Buy
157,999
+1,726
+1% +$110K 0.01% 724
2025
Q4 		$9.49M Buy
156,273
+8,681
+6% +$522K 0.01% 718
2025
Q3 		$8.71M Buy
147,592
+3,835
+3% +$222K 0.01% 596
2025
Q2 		$8.11M Buy
143,757
+20,762
+17% +$1.13M 0.02% 545
2025
Q1 		$6.48M Buy
122,995
+3,103
+3% +$163K 0.02% 560
2024
Q4 		$6.22M Buy
+119,892
New +$6.51M 0.02% 565
2024
Q3 		– Sell
-124,133
Closed -$6.91M – 1650
2024
Q2 		$6.91M Sell
124,133
-2,853
-2% -$157K 0.02% 435
2024
Q1 		$6.9M Buy
+126,986
New +$6.72M 0.06% 264

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
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
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return