Litman Gregory Wealth Management’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
2025
Q4
$133K Buy
+2,193
New +$132K 0.01% 165
2023
Q3
– Sell
-4,190
Closed -$212K – 125
2023
Q2
$212K Buy
+4,190
New +$214K 0.03% 81

Other funds holding JPEM

Litman Gregory Wealth Management's JPEM Position: Q4 2025 in Review

Litman Gregory Wealth Management opened a new position in JPMorgan Diversified Return Emerging Markets Equity ETF (JPEM) in Q4 2025: 2,193 shares worth $133K. The stake represents 0.01% of the portfolio and ranks #165 among its holdings. This is a return to the name: Litman Gregory Wealth Management previously reported a position in JPEM as recently as Q2 2023.

Litman Gregory Wealth Management first reported a position in JPEM in Q2 2023 and has held it in 2 quarters since. The position peaked at $212K in Q2 2023. 117 funds tracked by Wall St. Rank hold JPEM as of Q4 2025.

  • Litman Gregory Wealth Management held 2,193 shares of JPMorgan Diversified Return Emerging Markets Equity ETF worth $133K as of Q4 2025.
  • JPMorgan Diversified Return Emerging Markets Equity ETF was a new Litman Gregory Wealth Management position in Q4 2025.
  • JPMorgan Diversified Return Emerging Markets Equity ETF made up 0.01% of Litman Gregory Wealth Management's portfolio in Q4 2025, its #165 holding.
  • Litman Gregory Wealth Management first reported a position in JPMorgan Diversified Return Emerging Markets Equity ETF in Q2 2023 and has held it in 2 quarters since.
  • Litman Gregory Wealth Management's JPMorgan Diversified Return Emerging Markets Equity ETF position peaked at $212K in Q2 2023.
  • 117 funds tracked by Wall St. Rank held JPMorgan Diversified Return Emerging Markets Equity ETF as of Q4 2025.

Based on Litman Gregory Wealth Management's 13F filing for Q4 2025, filed 12 Feb 2026.