Integrated Wealth Concepts’s JPMorgan Diversified Return Emerging Markets Equity ETF JPEM Stock Holding History

Integrated Wealth Concepts’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	$680K	Sell	10,824 -22,321	-67%	-$1.44M	﹤0.01%	1471
2026 Q1	$2.06M	Buy	33,145 +21,643	+188%	+$1.38M	0.02%	732
2025 Q4	$699K	Sell	11,502 -19,040	-62%	-$1.14M	0.01%	938
2025 Q3	$1.8M	Sell	30,542 -775	-2%	-$44.8K	0.02%	715
2025 Q2	$1.77M	Buy	31,317 +1,623	+5%	+$88.2K	0.02%	658
2025 Q1	$1.57M	Buy	29,694 +1,806	+6%	+$94.9K	0.02%	644
2024 Q4	$1.45M	Buy	27,888 +1,061	+4%	+$57.6K	0.02%	665
2024 Q3	$1.52M	Buy	26,827 +602	+2%	+$33K	0.02%	634
2024 Q2	$1.42M	Buy	26,225 +5,335	+26%	+$293K	0.02%	618
2024 Q1	$1.12M	Buy	20,890 +57	+0.3%	+$3.02K	0.02%	705
2023 Q4	$1.09M	Buy	20,833 +625	+3%	+$31.4K	0.02%	699
2023 Q3	$1.02M	Buy	20,208 +4,925	+32%	+$253K	0.02%	684
2023 Q2	$772K	Buy	+15,283	New	+$780K	0.01%	790

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

Integrated Wealth Concepts's JPEM Position: Q2 2026 in Review

Integrated Wealth Concepts reduced its JPMorgan Diversified Return Emerging Markets Equity ETF (JPEM) stake by 67% in Q2 2026, selling an estimated $1.44M and leaving 10,824 shares worth $680K. The position accounts for ﹤0.01% of the portfolio, ranked #1471.

Integrated Wealth Concepts first reported a position in JPEM in Q2 2023 and has held it in 13 quarters since. The position peaked at $2.06M in Q1 2026. 114 funds tracked by Wall St. Rank hold JPEM as of Q2 2026.

Integrated Wealth Concepts held 10,824 shares of JPMorgan Diversified Return Emerging Markets Equity ETF worth $680K as of Q2 2026.
Integrated Wealth Concepts sold 22,321 JPMorgan Diversified Return Emerging Markets Equity ETF shares in Q2 2026, an estimated $1.44M.
JPMorgan Diversified Return Emerging Markets Equity ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1471 holding.
Integrated Wealth Concepts first reported a position in JPMorgan Diversified Return Emerging Markets Equity ETF in Q2 2023 and has held it in 13 quarters since.
Integrated Wealth Concepts's JPMorgan Diversified Return Emerging Markets Equity ETF position peaked at $2.06M in Q1 2026.
114 funds tracked by Wall St. Rank held JPMorgan Diversified Return Emerging Markets Equity ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.