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 Q2	–	Sell	-95,046	Closed	-$5.9M	–	1401
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 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

Independent Advisor Alliance's JPEM Position: Q2 2026 in Review

Independent Advisor Alliance sold out of JPMorgan Diversified Return Emerging Markets Equity ETF (JPEM) in Q2 2026, closing a stake of 95,046 shares — an estimated $5.9M sold.

Independent Advisor Alliance first reported a position in JPEM in Q4 2024 and held it in 2 quarters. The position peaked at $5.9M in Q1 2026. 114 funds tracked by Wall St. Rank hold JPEM as of Q2 2026.

Independent Advisor Alliance reported no remaining JPMorgan Diversified Return Emerging Markets Equity ETF position as of Q2 2026 after selling out during the quarter.
Independent Advisor Alliance sold 95,046 JPMorgan Diversified Return Emerging Markets Equity ETF shares in Q2 2026, an estimated $5.9M.
Independent Advisor Alliance first reported a position in JPMorgan Diversified Return Emerging Markets Equity ETF in Q4 2024 and held it in 2 quarters.
Independent Advisor Alliance's JPMorgan Diversified Return Emerging Markets Equity ETF position peaked at $5.9M in Q1 2026.
114 funds tracked by Wall St. Rank held JPMorgan Diversified Return Emerging Markets Equity ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.