GeoWealth Management’s JPMorgan Diversified Return Emerging Markets Equity ETF JPEM Stock Holding History

GeoWealth Management’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 Q1	–	Sell	-98	Closed	-$5.07K	–	1466
2024 Q4	$5.07K	Buy	+98	New	+$5.32K	﹤0.01%	1549
2023 Q3	–	Sell	-446	Closed	-$21K	–	507
2023 Q2	$21K	Sell	446 -26,011	-98%	-$1.33M	﹤0.01%	369
2023 Q1	$1.33M	Buy	26,457 +2,808	+12%	+$143K	0.16%	80
2022 Q4	$1.17M	Buy	23,649 +3,608	+18%	+$173K	0.12%	105
2022 Q3	$894K	Sell	20,041 -2,046	-9%	-$99.7K	0.1%	125
2022 Q2	$1.09M	Sell	22,087 -3,962	-15%	-$208K	0.15%	99
2022 Q1	$1.45M	Buy	26,049 +2,732	+12%	+$154K	0.13%	122
2021 Q4	$1.32M	Buy	23,317 +3,960	+20%	+$227K	0.11%	129
2021 Q3	$1.11M	Buy	19,357 +3,242	+20%	+$190K	0.09%	153
2021 Q2	$955K	Sell	16,115 -5,551	-26%	-$327K	0.12%	102
2021 Q1	$1.23M	Buy	21,666 +86	+0.4%	+$4.87K	0.19%	81
2020 Q4	$1.19M	Sell	21,580 -810	-4%	-$41.1K	0.19%	101
2020 Q3	$1.05M	Sell	22,390 -2,274	-9%	-$110K	0.32%	80
2020 Q2	$1.13M	Sell	24,664 -24,690	-50%	-$1.08M	0.47%	64
2020 Q1	$1.96M	Sell	49,354 -307	-0.6%	-$15.6K	1.38%	24
2019 Q4	$2.83M	Sell	49,661 -154,572	-76%	-$8.43M	1.52%	21
2019 Q3	$10.7M	Buy	204,233 +192,857	+1,695%	+$10.4M	2.41%	11
2019 Q2	$633K	Buy	+11,376	New	+$619K	1.66%	14

Other funds holding JPEM

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

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

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 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

AMM

American Money Management Rancho Santa Fe, California $632M AUM 14.06% 1-Year Est. Return

SAM Advisors Oakhurst, California $319M AUM 17.08% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return

GeoWealth Management's JPEM Position: Q1 2025 in Review

GeoWealth Management sold out of JPMorgan Diversified Return Emerging Markets Equity ETF (JPEM) in Q1 2025, closing a stake of 98 shares — an estimated $5.07K sold.

GeoWealth Management first reported a position in JPEM in Q2 2019 and held it in 18 quarters. The position peaked at $10.7M in Q3 2019. 116 funds tracked by Wall St. Rank hold JPEM as of Q1 2025.

GeoWealth Management reported no remaining JPMorgan Diversified Return Emerging Markets Equity ETF position as of Q1 2025 after selling out during the quarter.
GeoWealth Management sold 98 JPMorgan Diversified Return Emerging Markets Equity ETF shares in Q1 2025, an estimated $5.07K.
GeoWealth Management first reported a position in JPMorgan Diversified Return Emerging Markets Equity ETF in Q2 2019 and held it in 18 quarters.
GeoWealth Management's JPMorgan Diversified Return Emerging Markets Equity ETF position peaked at $10.7M in Q3 2019.
116 funds tracked by Wall St. Rank held JPMorgan Diversified Return Emerging Markets Equity ETF as of Q1 2025.

Based on GeoWealth Management's 13F filing for Q1 2025, filed 9 May 2025.