IFP Advisors’s JPMorgan Diversified Return Emerging Markets Equity ETF JPEM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $13.1K | Buy |
232
+3
| +1% | +$169 | ﹤0.01% | 2772 |
|
2025
Q1 | $12.1K | Sell |
229
-94
| -29% | -$4.95K | ﹤0.01% | 2518 |
|
2024
Q4 | $16.7K | Buy |
323
+6
| +2% | +$311 | ﹤0.01% | 2324 |
|
2024
Q3 | $17.9K | Buy |
317
+5
| +2% | +$283 | ﹤0.01% | 2186 |
|
2024
Q2 | $16.9K | Buy |
312
+4
| +1% | +$216 | ﹤0.01% | 2154 |
|
2024
Q1 | $16.5K | Buy |
308
+1
| +0.3% | +$53 | ﹤0.01% | 2064 |
|
2023
Q4 | $16.1K | Buy |
307
+4
| +1% | +$209 | ﹤0.01% | 2002 |
|
2023
Q3 | $15.3K | Buy |
303
+5
| +2% | +$252 | ﹤0.01% | 2071 |
|
2023
Q2 | $15.1K | Buy |
+298
| New | +$15.1K | ﹤0.01% | 2142 |
|
2023
Q1 | – | Sell |
-537
| Closed | -$31K | – | 3939 |
|
2022
Q4 | $31K | Hold |
537
| – | – | ﹤0.01% | 2569 |
|
2022
Q3 | $31K | Hold |
537
| – | – | ﹤0.01% | 2748 |
|
2022
Q2 | $31K | Hold |
537
| – | – | ﹤0.01% | 2509 |
|
2022
Q1 | $31K | Buy |
+537
| New | +$31K | ﹤0.01% | 2509 |
|
2021
Q3 | – | Hold |
0
| – | – | – | 3982 |
|
2021
Q2 | – | Hold |
0
| – | – | – | 3729 |
|
2021
Q1 | – | Sell |
-200
| Closed | -$11K | – | 3640 |
|
2020
Q4 | $11K | Hold |
200
| – | – | ﹤0.01% | 2035 |
|
2020
Q3 | $9K | Hold |
200
| – | – | ﹤0.01% | 1936 |
|
2020
Q2 | $9K | Hold |
200
| – | – | ﹤0.01% | 1851 |
|
2020
Q1 | $8K | Hold |
200
| – | – | ﹤0.01% | 1858 |
|
2019
Q4 | $11K | Sell |
200
-349
| -64% | -$19.2K | ﹤0.01% | 1877 |
|
2019
Q3 | $28K | Buy |
+549
| New | +$28K | ﹤0.01% | 1617 |
|
2019
Q1 | $13K | Buy |
+249
| New | +$13K | ﹤0.01% | 1506 |
|
2016
Q2 | – | Sell |
-249
| Closed | -$13K | – | 4009 |
|
2016
Q1 | $13K | Buy |
+249
| New | +$13K | ﹤0.01% | 1506 |
|