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
Q3
$361K Buy
5,708
+52
+0.9% +$3.38K 0.12% 136
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% -$1.62K 0.32% 81
2022
Q4
$405K Buy
+8,215
New +$394K 0.33% 76

Other funds holding JPEM

Lodestone Wealth Management's JPEM Position: Q3 2026 in Review

Lodestone Wealth Management increased its JPMorgan Diversified Return Emerging Markets Equity ETF (JPEM) stake by 0.92% in Q3 2026, buying an estimated $3.38K and bringing the position to 5,708 shares worth $361K. The position accounts for 0.12% of the portfolio, ranked #136.

Lodestone Wealth Management first reported a position in JPEM in Q4 2022 and has held it in 16 quarters since. The position peaked at $424K in Q4 2023. 52 funds tracked by Wall St. Rank hold JPEM as of Q3 2026.

  • Lodestone Wealth Management held 5,708 shares of JPMorgan Diversified Return Emerging Markets Equity ETF worth $361K as of Q3 2026.
  • Lodestone Wealth Management bought 52 JPMorgan Diversified Return Emerging Markets Equity ETF shares in Q3 2026, an estimated $3.38K.
  • JPMorgan Diversified Return Emerging Markets Equity ETF made up 0.12% of Lodestone Wealth Management's portfolio in Q3 2026, its #136 holding.
  • Lodestone Wealth Management first reported a position in JPMorgan Diversified Return Emerging Markets Equity ETF in Q4 2022 and has held it in 16 quarters since.
  • Lodestone Wealth Management's JPMorgan Diversified Return Emerging Markets Equity ETF position peaked at $424K in Q4 2023.
  • 52 funds tracked by Wall St. Rank held JPMorgan Diversified Return Emerging Markets Equity ETF as of Q3 2026.

Based on Lodestone Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.