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Kelly Financial Group’s JPMorgan Diversified Return Emerging Markets Equity ETF JPEM Stock Holding History

Kelly Financial Group’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 		$706K Sell
11,246
-477
-4% -$30.8K 0.16% 47
2026
Q1 		$728K Buy
11,723
+570
+5% +$36.4K 0.18% 42
2025
Q4 		$677K Sell
11,153
-94
-0.8% -$5.65K 0.17% 42
2025
Q3 		$664K Sell
11,247
-39
-0.3% -$2.25K 0.18% 43
2025
Q2 		$637K Buy
11,286
+2,833
+34% +$154K 0.18% 42
2025
Q1 		$446K Buy
8,453
+480
+6% +$25.2K 0.14% 51
2024
Q4 		$414K Buy
+7,973
New +$433K 0.15% 45

Other funds holding JPEM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
SA
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
KW
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

Kelly Financial Group's JPEM Position: Q2 2026 in Review

Kelly Financial Group reduced its JPMorgan Diversified Return Emerging Markets Equity ETF (JPEM) stake by 4.1% in Q2 2026, selling an estimated $30.8K and leaving 11,246 shares worth $706K. The position accounts for 0.16% of the portfolio, ranked #47.

Kelly Financial Group first reported a position in JPEM in Q4 2024 and has held it in 7 quarters since. The position peaked at $728K in Q1 2026. 114 funds tracked by Wall St. Rank hold JPEM as of Q2 2026.

  • Kelly Financial Group held 11,246 shares of JPMorgan Diversified Return Emerging Markets Equity ETF worth $706K as of Q2 2026.
  • Kelly Financial Group sold 477 JPMorgan Diversified Return Emerging Markets Equity ETF shares in Q2 2026, an estimated $30.8K.
  • JPMorgan Diversified Return Emerging Markets Equity ETF made up 0.16% of Kelly Financial Group's portfolio in Q2 2026, its #47 holding.
  • Kelly Financial Group first reported a position in JPMorgan Diversified Return Emerging Markets Equity ETF in Q4 2024 and has held it in 7 quarters since.
  • Kelly Financial Group's JPMorgan Diversified Return Emerging Markets Equity ETF position peaked at $728K in Q1 2026.
  • 114 funds tracked by Wall St. Rank held JPMorgan Diversified Return Emerging Markets Equity ETF as of Q2 2026.

Based on Kelly Financial Group's 13F filing for Q2 2026, filed 14 Jul 2026.