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

Linscomb Wealth’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	$6.83M	Sell	108,749 -7,266	-6%	-$469K	0.3%	72
2026 Q1	$7.21M	Sell	116,015 -20,557	-15%	-$1.31M	0.32%	66
2025 Q4	$8.29M	Sell	136,572 -1,524	-1%	-$91.6K	0.35%	64
2025 Q3	$8.15M	Sell	138,096 -4,771	-3%	-$276K	0.35%	65
2025 Q2	$8.06M	Sell	142,867 -6,548	-4%	-$356K	0.37%	65
2025 Q1	$7.88M	Sell	149,415 -5,613	-4%	-$295K	0.39%	62
2024 Q4	$8.04M	Buy	155,028 +451	+0.3%	+$24.5K	0.4%	57
2024 Q3	$8.75M	Sell	154,577 -7,034	-4%	-$385K	0.43%	53
2024 Q2	$8.74M	Sell	161,611 -4,001	-2%	-$220K	0.45%	50
2024 Q1	$8.85M	Sell	165,612 -3,517	-2%	-$186K	0.46%	51
2023 Q4	$8.84M	Sell	169,129 -11,050	-6%	-$554K	0.49%	46
2023 Q3	$9.08M	Sell	180,179 -13,649	-7%	-$702K	0.53%	39
2023 Q2	$9.79M	Sell	193,828 -17,950	-8%	-$916K	0.53%	43
2023 Q1	$10.7M	Sell	211,778 -5,978	-3%	-$304K	0.56%	39
2022 Q4	$10.7M	Buy	217,756 +3,615	+2%	+$173K	0.54%	42
2022 Q3	$9.55M	Buy	214,141 +193	+0.1%	+$9.41K	0.58%	40
2022 Q2	$10.6M	Sell	213,948 -3,540	-2%	-$186K	0.61%	37
2022 Q1	$12.1M	Sell	217,488 -3,301	-1%	-$186K	0.58%	33
2021 Q4	$12.5M	Buy	220,789 +358	+0.2%	+$20.5K	0.6%	37
2021 Q3	$12.7M	Sell	220,431 -943	-0.4%	-$55.3K	0.65%	25
2021 Q2	$13.1M	Sell	221,374 -1,580	-0.7%	-$93K	0.67%	24
2021 Q1	$12.6M	Buy	222,954 +487	+0.2%	+$27.6K	0.69%	25
2020 Q4	$12.2M	Buy	222,467 +3,718	+2%	+$189K	0.73%	20
2020 Q3	$10.2M	Sell	218,749 -3,277	-1%	-$159K	0.7%	22
2020 Q2	$10.2M	Buy	+222,026	New	+$9.73M	0.75%	18

Other funds holding JPEM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

SAM Advisors Oakhurst, California $366M AUM 19.93% 1-Year Est. Return

AMM

American Money Management Rancho Santa Fe, California $700M AUM 20.22% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

Linscomb Wealth's JPEM Position: Q2 2026 in Review

Linscomb Wealth reduced its JPMorgan Diversified Return Emerging Markets Equity ETF (JPEM) stake by 6.3% in Q2 2026, selling an estimated $469K and leaving 108,749 shares worth $6.83M. The position accounts for 0.3% of the portfolio, ranked #72.

Linscomb Wealth first reported a position in JPEM in Q2 2020 and has held it in 25 quarters since. The position peaked at $13.1M in Q2 2021. 113 funds tracked by Wall St. Rank hold JPEM as of Q2 2026.

Linscomb Wealth held 108,749 shares of JPMorgan Diversified Return Emerging Markets Equity ETF worth $6.83M as of Q2 2026.
Linscomb Wealth sold 7,266 JPMorgan Diversified Return Emerging Markets Equity ETF shares in Q2 2026, an estimated $469K.
JPMorgan Diversified Return Emerging Markets Equity ETF made up 0.3% of Linscomb Wealth's portfolio in Q2 2026, its #72 holding.
Linscomb Wealth first reported a position in JPMorgan Diversified Return Emerging Markets Equity ETF in Q2 2020 and has held it in 25 quarters since.
Linscomb Wealth's JPMorgan Diversified Return Emerging Markets Equity ETF position peaked at $13.1M in Q2 2021.
113 funds tracked by Wall St. Rank held JPMorgan Diversified Return Emerging Markets Equity ETF as of Q2 2026.

Based on Linscomb Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.