KWB Wealth’s JPMorgan Diversified Return Emerging Markets Equity ETF JPEM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$9.82M Sell
156,463
-2,728
-2% -$176K 0.84% 33
2026
Q1
$9.67M Hold
159,191
0.96% 31
2025
Q4
$9.67M Buy
159,191
+1,716
+1% +$103K 0.92% 31
2025
Q3
$8.88M Buy
157,475
+4,637
+3% +$268K 0.98% 23
2025
Q2
$8.06M Buy
152,838
+2,278
+2% +$124K 0.98% 22
2025
Q1
$7.81M Buy
150,560
+4,856
+3% +$255K 0.94% 25
2024
Q4
$8.25M Buy
145,704
+5,451
+4% +$296K 1.02% 24
2024
Q3
$7.58M Buy
140,253
+6,265
+5% +$343K 0.99% 24
2024
Q2
$7.16M Sell
133,988
-4,850
-3% -$266K 0.99% 23
2024
Q1
$7.42M Buy
138,838
+2,371
+2% +$125K 1% 23
2023
Q4
$7.14M Buy
136,467
+50,171
+58% +$2.52M 1.03% 21
2023
Q3
$4.36M Sell
86,296
-2,348
-3% -$121K 0.7% 23
2023
Q2
$4.48M Sell
88,644
-2,247
-2% -$115K 0.71% 23
2023
Q1
$4.48M Buy
90,891
+371
+0.4% +$18.8K 0.83% 22
2022
Q4
$4.46M Buy
90,520
+85,060
+1,558% +$4.08M 0.85% 21
2022
Q3
$244K Buy
+5,460
New +$266K 0.05% 94

Other funds holding JPEM

KWB Wealth's JPEM Position: Q2 2026 in Review

KWB Wealth reduced its JPMorgan Diversified Return Emerging Markets Equity ETF (JPEM) stake by 1.7% in Q2 2026, selling an estimated $176K and leaving 156,463 shares worth $9.82M. The position accounts for 0.84% of the portfolio, ranked #33.

KWB Wealth first reported a position in JPEM in Q3 2022 and has held it in 16 quarters since. 113 funds tracked by Wall St. Rank hold JPEM as of Q2 2026.

  • KWB Wealth held 156,463 shares of JPMorgan Diversified Return Emerging Markets Equity ETF worth $9.82M as of Q2 2026.
  • KWB Wealth sold 2,728 JPMorgan Diversified Return Emerging Markets Equity ETF shares in Q2 2026, an estimated $176K.
  • JPMorgan Diversified Return Emerging Markets Equity ETF made up 0.84% of KWB Wealth's portfolio in Q2 2026, its #33 holding.
  • KWB Wealth first reported a position in JPMorgan Diversified Return Emerging Markets Equity ETF in Q3 2022 and has held it in 16 quarters since.
  • 113 funds tracked by Wall St. Rank held JPMorgan Diversified Return Emerging Markets Equity ETF as of Q2 2026.

Based on KWB Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.