Lodestone 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
2026 Q1	$359K	Sell	5,775 -5	-0.1%	-$319	0.14%	132
2025 Q4	$351K	Buy	5,780 +85	+1%	+$5.11K	0.14%	128
2025 Q3	$336K	Buy	5,695 +19	+0.3%	+$1.1K	0.15%	132
2025 Q2	$320K	Sell	5,676 -12	-0.2%	-$652	0.16%	129
2025 Q1	$300K	Sell	5,688 -291	-5%	-$15.3K	0.16%	122
2024 Q4	$310K	Sell	5,979 -297	-5%	-$16.1K	0.16%	115
2024 Q3	$355K	Sell	6,276 -526	-8%	-$28.8K	0.18%	105
2024 Q2	$368K	Sell	6,802 -382	-5%	-$21K	0.19%	112
2024 Q1	$384K	Sell	7,184 -916	-11%	-$48.4K	0.2%	109
2023 Q4	$424K	Sell	8,100 -59	-0.7%	-$2.96K	0.25%	95
2023 Q3	$411K	Buy	8,159 +68	+0.8%	+$3.5K	0.29%	82
2023 Q2	$409K	Sell	8,091 -92	-1%	-$4.7K	0.28%	87
2023 Q1	$413K	Sell	8,183 -32	-0.4%	-$1.63K	0.32%	81
2022 Q4	$405K	Buy	+8,215	New	+$394K	0.33%	76