JCM
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Jacobi Capital Management’s JPMorgan Diversified Return Emerging Markets Equity ETF JPEM Stock Holding History

Jacobi Capital Management’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 		$3.38M Buy
54,393
+6,136
+13% +$391K 0.19% 107
2025
Q4 		$2.93M Buy
48,257
+1,812
+4% +$109K 0.17% 110
2025
Q3 		$2.74M Buy
46,445
+1,994
+4% +$115K 0.17% 117
2025
Q2 		$2.51M Buy
44,451
+7,377
+20% +$401K 0.17% 126
2025
Q1 		$1.95M Buy
37,074
+4,601
+14% +$242K 0.14% 144
2024
Q4 		$1.68M Buy
32,473
+4,250
+15% +$231K 0.13% 160
2024
Q3 		$1.6M Buy
28,223
+865
+3% +$47.3K 0.12% 168
2024
Q2 		$1.48M Buy
27,358
+1,956
+8% +$107K 0.13% 151
2024
Q1 		$1.36M Buy
+25,402
New +$1.34M 0.13% 157

Other funds holding JPEM

LPL Financial
LPL Financial San Diego, California $376B 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 $501B 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 $70.5B AUM 21.68% 1-Year Est. Return