Lodestone Wealth Management’s JPMorgan Diversified Return Emerging Markets Equity ETF JPEM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $320K | Sell |
5,676
-12
| -0.2% | -$677 | 0.16% | 129 |
|
|
2025
Q1 | $300K | Sell |
5,688
-291
| -5% | -$15.3K | 0.16% | 122 |
|
|
2024
Q4 | $310K | Sell |
5,979
-297
| -5% | -$15.4K | 0.16% | 115 |
|
|
2024
Q3 | $355K | Sell |
6,276
-526
| -8% | -$29.8K | 0.18% | 105 |
|
|
2024
Q2 | $368K | Sell |
6,802
-382
| -5% | -$20.7K | 0.19% | 112 |
|
|
2024
Q1 | $384K | Sell |
7,184
-916
| -11% | -$49K | 0.2% | 109 |
|
|
2023
Q4 | $424K | Sell |
8,100
-59
| -0.7% | -$3.09K | 0.25% | 95 |
|
|
2023
Q3 | $411K | Buy |
8,159
+68
| +0.8% | +$3.43K | 0.29% | 82 |
|
|
2023
Q2 | $409K | Sell |
8,091
-92
| -1% | -$4.65K | 0.28% | 87 |
|
|
2023
Q1 | $413K | Sell |
8,183
-32
| -0.4% | -$1.62K | 0.32% | 81 |
|
|
2022
Q4 | $405K | Buy |
+8,215
| New | +$405K | 0.33% | 76 |
|