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Key Financial Inc’s JPMorgan Diversified Return Emerging Markets Equity ETF JPEM Stock Holding History

Key Financial Inc’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
2025
Q2 		– Sell
-1,539
Closed -$81.1K – 1459
2025
Q1 		$81.1K Hold
1,539
– – 0.02% 396
2024
Q4 		$79.8K Hold
1,539
– – 0.02% 398
2024
Q3 		$87.2K Hold
1,539
– – 0.02% 372
2024
Q2 		$83.2K Buy
+1,539
New +$84.5K 0.02% 366

Other funds holding JPEM

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 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
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Key Financial Inc's JPEM Position: Q2 2025 in Review

Key Financial Inc sold out of JPMorgan Diversified Return Emerging Markets Equity ETF (JPEM) in Q2 2025, closing a stake of 1,539 shares — an estimated $81.1K sold.

Key Financial Inc first reported a position in JPEM in Q2 2024 and held it in 4 quarters. The position peaked at $87.2K in Q3 2024. 116 funds tracked by Wall St. Rank hold JPEM as of Q2 2025.

  • Key Financial Inc reported no remaining JPMorgan Diversified Return Emerging Markets Equity ETF position as of Q2 2025 after selling out during the quarter.
  • Key Financial Inc sold 1,539 JPMorgan Diversified Return Emerging Markets Equity ETF shares in Q2 2025, an estimated $81.1K.
  • Key Financial Inc first reported a position in JPMorgan Diversified Return Emerging Markets Equity ETF in Q2 2024 and held it in 4 quarters.
  • Key Financial Inc's JPMorgan Diversified Return Emerging Markets Equity ETF position peaked at $87.2K in Q3 2024.
  • 116 funds tracked by Wall St. Rank held JPMorgan Diversified Return Emerging Markets Equity ETF as of Q2 2025.

Based on Key Financial Inc's 13F filing for Q2 2025, filed 5 Aug 2025.