Harbor Asset Planning’s JPMorgan Diversified Return Emerging Markets Equity ETF JPEM Stock Holding History

Harbor Asset Planning’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 Q2	$155K	Buy	2,463 +28	+1%	+$1.81K	0.12%	117
2026 Q1	$151K	Buy	2,435 +7	+0.3%	+$447	0.13%	110
2025 Q4	$147K	Buy	2,428 +37	+2%	+$2.22K	0.13%	109
2025 Q3	$141K	Buy	2,391 +14	+0.6%	+$809	0.13%	111
2025 Q2	$134K	Buy	+2,377	New	+$129K	0.13%	111

Other funds holding JPEM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

SAM Advisors Oakhurst, California $366M AUM 19.93% 1-Year Est. Return

AMM

American Money Management Rancho Santa Fe, California $700M AUM 20.22% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

Harbor Asset Planning's JPEM Position: Q2 2026 in Review

Harbor Asset Planning increased its JPMorgan Diversified Return Emerging Markets Equity ETF (JPEM) stake by 1.1% in Q2 2026, buying an estimated $1.81K and bringing the position to 2,463 shares worth $155K. The position accounts for 0.12% of the portfolio, ranked #117.

Harbor Asset Planning first reported a position in JPEM in Q2 2025 and has held it in 5 quarters since. 114 funds tracked by Wall St. Rank hold JPEM as of Q2 2026.

Harbor Asset Planning held 2,463 shares of JPMorgan Diversified Return Emerging Markets Equity ETF worth $155K as of Q2 2026.
Harbor Asset Planning bought 28 JPMorgan Diversified Return Emerging Markets Equity ETF shares in Q2 2026, an estimated $1.81K.
JPMorgan Diversified Return Emerging Markets Equity ETF made up 0.12% of Harbor Asset Planning's portfolio in Q2 2026, its #117 holding.
Harbor Asset Planning first reported a position in JPMorgan Diversified Return Emerging Markets Equity ETF in Q2 2025 and has held it in 5 quarters since.
114 funds tracked by Wall St. Rank held JPMorgan Diversified Return Emerging Markets Equity ETF as of Q2 2026.

Based on Harbor Asset Planning's 13F filing for Q2 2026, filed 22 Jul 2026.