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
Q2
$355K Sell
5,656
-119
-2% -$7.68K 0.13% 137
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

Other funds holding JPEM

Lodestone Wealth Management's JPEM Position: Q2 2026 in Review

Lodestone Wealth Management reduced its JPMorgan Diversified Return Emerging Markets Equity ETF (JPEM) stake by 2.1% in Q2 2026, selling an estimated $7.68K and leaving 5,656 shares worth $355K. The position accounts for 0.13% of the portfolio, ranked #137.

Lodestone Wealth Management first reported a position in JPEM in Q4 2022 and has held it in 15 quarters since. The position peaked at $424K in Q4 2023. 114 funds tracked by Wall St. Rank hold JPEM as of Q2 2026.

  • Lodestone Wealth Management held 5,656 shares of JPMorgan Diversified Return Emerging Markets Equity ETF worth $355K as of Q2 2026.
  • Lodestone Wealth Management sold 119 JPMorgan Diversified Return Emerging Markets Equity ETF shares in Q2 2026, an estimated $7.68K.
  • JPMorgan Diversified Return Emerging Markets Equity ETF made up 0.13% of Lodestone Wealth Management's portfolio in Q2 2026, its #137 holding.
  • Lodestone Wealth Management first reported a position in JPMorgan Diversified Return Emerging Markets Equity ETF in Q4 2022 and has held it in 15 quarters since.
  • Lodestone Wealth Management's JPMorgan Diversified Return Emerging Markets Equity ETF position peaked at $424K in Q4 2023.
  • 114 funds tracked by Wall St. Rank held JPMorgan Diversified Return Emerging Markets Equity ETF as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.