IAA
JPEM icon

Independent Advisor Alliance’s JPMorgan Diversified Return Emerging Markets Equity ETF JPEM Stock Holding History

Independent Advisor Alliance’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 		$5.9M Buy
+95,046
New +$6.06M 0.06% 278
2025
Q1 		– Sell
-62,363
Closed -$3.24M – 1130
2024
Q4 		$3.24M Buy
+62,363
New +$3.38M 0.04% 373

Other funds holding JPEM

LPL Financial
LPL Financial San Diego, California $377B 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 $530B AUM 22.01% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Independent Advisor Alliance's JPEM Position: Q1 2026 in Review

Independent Advisor Alliance opened a new position in JPMorgan Diversified Return Emerging Markets Equity ETF (JPEM) in Q1 2026: 95,046 shares worth $5.9M. The stake represents 0.06% of the portfolio and ranks #278 among its holdings. This is a return to the name: Independent Advisor Alliance previously reported a position in JPEM as recently as Q4 2024.

Independent Advisor Alliance first reported a position in JPEM in Q4 2024 and has held it in 2 quarters since. 126 funds tracked by Wall St. Rank hold JPEM as of Q1 2026.

  • Independent Advisor Alliance held 95,046 shares of JPMorgan Diversified Return Emerging Markets Equity ETF worth $5.9M as of Q1 2026.
  • JPMorgan Diversified Return Emerging Markets Equity ETF was a new Independent Advisor Alliance position in Q1 2026.
  • JPMorgan Diversified Return Emerging Markets Equity ETF made up 0.06% of Independent Advisor Alliance's portfolio in Q1 2026, its #278 holding.
  • Independent Advisor Alliance first reported a position in JPMorgan Diversified Return Emerging Markets Equity ETF in Q4 2024 and has held it in 2 quarters since.
  • 126 funds tracked by Wall St. Rank held JPMorgan Diversified Return Emerging Markets Equity ETF as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.