JWM
FRDM icon

JPL Wealth Management’s Freedom 100 Emerging Markets ETF FRDM Stock Holding History

JPL Wealth Management’s Portfolio FRDM Stock Details FRDM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.13M Buy
39,016
+18,748
+93% +$1.07M 0.49% 66
2025
Q4 		$1.04M Buy
20,268
+18,100
+835% +$865K 0.25% 80
2025
Q3 		$96.1K Buy
+2,168
New +$90.9K 0.02% 175

Other funds holding FRDM

RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
MCM
Mainstay Capital Management Grand Blanc, Michigan $1.3B AUM 37.8% 1-Year Est. Return
EI
Ellevest Inc New York $719M AUM 23.17% 1-Year Est. Return
WJA
Willis Johnson & Associates Houston, Texas $1.72B AUM 16.93% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
TWM
Tanglewood Wealth Management Houston, Texas $1.21B AUM 19.59% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

JPL Wealth Management's FRDM Position: Q1 2026 in Review

JPL Wealth Management increased its Freedom 100 Emerging Markets ETF (FRDM) stake by 93% in Q1 2026, buying an estimated $1.07M and bringing the position to 39,016 shares worth $2.13M. The position accounts for 0.49% of the portfolio, ranked #66.

JPL Wealth Management first reported a position in FRDM in Q3 2025 and has held it in 3 quarters since. 279 funds tracked by Wall St. Rank hold FRDM as of Q1 2026.

  • JPL Wealth Management held 39,016 shares of Freedom 100 Emerging Markets ETF worth $2.13M as of Q1 2026.
  • JPL Wealth Management bought 18,748 Freedom 100 Emerging Markets ETF shares in Q1 2026, an estimated $1.07M.
  • Freedom 100 Emerging Markets ETF made up 0.49% of JPL Wealth Management's portfolio in Q1 2026, its #66 holding.
  • JPL Wealth Management first reported a position in Freedom 100 Emerging Markets ETF in Q3 2025 and has held it in 3 quarters since.
  • 279 funds tracked by Wall St. Rank held Freedom 100 Emerging Markets ETF as of Q1 2026.

Based on JPL Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.