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

KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return

Sharkey, Howes & Javer Denver, Colorado $828M AUM 20.38% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Richard P. Slaughter Associates Austin, Texas $504M AUM 21.97% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return