Linscomb 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 | Sell |
142,867
-6,548
| -4% | -$369K | 0.37% | 65 |
|
|
2025
Q1 | $7.88M | Sell |
149,415
-5,613
| -4% | -$296K | 0.39% | 62 |
|
|
2024
Q4 | $8.04M | Buy |
155,028
+451
| +0.3% | +$23.4K | 0.4% | 57 |
|
|
2024
Q3 | $8.75M | Sell |
154,577
-7,034
| -4% | -$398K | 0.43% | 53 |
|
|
2024
Q2 | $8.74M | Sell |
161,611
-4,001
| -2% | -$216K | 0.45% | 50 |
|
|
2024
Q1 | $8.85M | Sell |
165,612
-3,517
| -2% | -$188K | 0.46% | 51 |
|
|
2023
Q4 | $8.84M | Sell |
169,129
-11,050
| -6% | -$578K | 0.49% | 46 |
|
|
2023
Q3 | $9.08M | Sell |
180,179
-13,649
| -7% | -$688K | 0.53% | 39 |
|
|
2023
Q2 | $9.79M | Sell |
193,828
-17,950
| -8% | -$906K | 0.53% | 43 |
|
|
2023
Q1 | $10.7M | Sell |
211,778
-5,978
| -3% | -$302K | 0.56% | 39 |
|
|
2022
Q4 | $10.7M | Buy |
217,756
+3,615
| +2% | +$178K | 0.54% | 42 |
|
|
2022
Q3 | $9.55M | Buy |
214,141
+193
| +0.1% | +$8.61K | 0.58% | 40 |
|
|
2022
Q2 | $10.6M | Sell |
213,948
-3,540
| -2% | -$175K | 0.61% | 37 |
|
|
2022
Q1 | $12.1M | Sell |
217,488
-3,301
| -1% | -$184K | 0.58% | 33 |
|
|
2021
Q4 | $12.5M | Buy |
220,789
+358
| +0.2% | +$20.3K | 0.6% | 37 |
|
|
2021
Q3 | $12.7M | Sell |
220,431
-943
| -0.4% | -$54.3K | 0.65% | 25 |
|
|
2021
Q2 | $13.1M | Sell |
221,374
-1,580
| -0.7% | -$93.7K | 0.67% | 24 |
|
|
2021
Q1 | $12.6M | Buy |
222,954
+487
| +0.2% | +$27.5K | 0.69% | 25 |
|
|
2020
Q4 | $12.2M | Buy |
222,467
+3,718
| +2% | +$204K | 0.73% | 20 |
|
|
2020
Q3 | $10.2M | Sell |
218,749
-3,277
| -1% | -$153K | 0.7% | 22 |
|
|
2020
Q2 | $10.2M | Buy |
+222,026
| New | +$10.2M | 0.75% | 18 |
|