KWB Wealth’s JPMorgan Diversified Return Emerging Markets Equity ETF JPEM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.06M | Buy |
152,838
+2,278
| +2% | +$120K | 0.98% | 22 |
|
|
2025
Q1 | $7.81M | Buy |
150,560
+4,856
| +3% | +$252K | 0.94% | 25 |
|
|
2024
Q4 | $8.25M | Buy |
145,704
+5,451
| +4% | +$309K | 1.02% | 24 |
|
|
2024
Q3 | $7.58M | Buy |
140,253
+6,265
| +5% | +$339K | 0.99% | 24 |
|
|
2024
Q2 | $7.16M | Sell |
133,988
-4,850
| -3% | -$259K | 0.99% | 23 |
|
|
2024
Q1 | $7.42M | Buy |
138,838
+2,371
| +2% | +$127K | 1% | 23 |
|
|
2023
Q4 | $7.14M | Buy |
136,467
+50,171
| +58% | +$2.62M | 1.03% | 21 |
|
|
2023
Q3 | $4.36M | Sell |
86,296
-2,348
| -3% | -$119K | 0.7% | 23 |
|
|
2023
Q2 | $4.48M | Sell |
88,644
-2,247
| -2% | -$113K | 0.71% | 23 |
|
|
2023
Q1 | $4.48M | Buy |
90,891
+371
| +0.4% | +$18.3K | 0.83% | 22 |
|
|
2022
Q4 | $4.46M | Buy |
90,520
+85,060
| +1,558% | +$4.19M | 0.85% | 21 |
|
|
2022
Q3 | $244K | Buy |
+5,460
| New | +$244K | 0.05% | 94 |
|