GM
GeoWealth Management’s JPMorgan Diversified Return Emerging Markets Equity ETF JPEM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-98
| Closed | -$5.07K | – | 1471 |
|
|
2024
Q4 | $5.07K | Buy |
+98
| New | +$5.07K | ﹤0.01% | 1549 |
|
|
2023
Q3 | – | Sell |
-446
| Closed | -$21K | – | 508 |
|
|
2023
Q2 | $21K | Sell |
446
-26,011
| -98% | -$1.22M | ﹤0.01% | 369 |
|
|
2023
Q1 | $1.34M | Buy |
26,457
+2,808
| +12% | +$142K | 0.16% | 80 |
|
|
2022
Q4 | $1.17M | Buy |
23,649
+3,608
| +18% | +$178K | 0.12% | 105 |
|
|
2022
Q3 | $894K | Sell |
20,041
-2,046
| -9% | -$91.3K | 0.1% | 125 |
|
|
2022
Q2 | $1.09M | Sell |
22,087
-3,962
| -15% | -$196K | 0.15% | 99 |
|
|
2022
Q1 | $1.45M | Buy |
26,049
+2,732
| +12% | +$152K | 0.13% | 122 |
|
|
2021
Q4 | $1.33M | Buy |
23,317
+3,960
| +20% | +$225K | 0.11% | 129 |
|
|
2021
Q3 | $1.11M | Buy |
19,357
+3,242
| +20% | +$186K | 0.09% | 153 |
|
|
2021
Q2 | $955K | Sell |
16,115
-5,551
| -26% | -$329K | 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% | -$44.7K | 0.19% | 101 |
|
|
2020
Q3 | $1.05M | Sell |
22,390
-2,274
| -9% | -$107K | 0.32% | 80 |
|
|
2020
Q2 | $1.13M | Sell |
24,664
-24,690
| -50% | -$1.13M | 0.47% | 64 |
|
|
2020
Q1 | $1.96M | Sell |
49,354
-307
| -0.6% | -$12.2K | 1.38% | 24 |
|
|
2019
Q4 | $2.83M | Sell |
49,661
-154,572
| -76% | -$8.81M | 1.52% | 21 |
|
|
2019
Q3 | $10.7M | Buy |
204,233
+192,857
| +1,695% | +$10.1M | 2.41% | 11 |
|
|
2019
Q2 | $633K | Buy |
+11,376
| New | +$633K | 1.66% | 14 |
|