MAI Capital Management’s JPMorgan Diversified Return Emerging Markets Equity ETF JPEM Stock Holding History

MAI Capital Management’s Portfolio JPEM Stock Details JPEM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-234	Closed	-$14.5K	–	3445
2026 Q1	$14.5K	Sell	234 -303	-56%	-$19.3K	﹤0.01%	2962
2025 Q4	$32.6K	Buy	537 +303	+129%	+$18.2K	﹤0.01%	2255
2025 Q3	$13.8K	Hold	234	–	–	﹤0.01%	2590
2025 Q2	$13.2K	Hold	234	–	–	﹤0.01%	2580
2025 Q1	$12.3K	Hold	234	–	–	﹤0.01%	2404
2024 Q4	$12.1K	Buy	+234	New	+$12.7K	﹤0.01%	2432
2020 Q2	–	Sell	-5,247	Closed	-$208K	–	564
2020 Q1	$208K	Sell	5,247 -7,296	-58%	-$371K	0.01%	489
2019 Q4	$715K	Buy	12,543 +446	+4%	+$24.3K	0.02%	347
2019 Q3	$635K	Buy	12,097 +1,205	+11%	+$64.9K	0.03%	317
2019 Q2	$606K	Sell	10,892 -828	-7%	-$45K	0.03%	323
2019 Q1	$636K	Sell	11,720 -369	-3%	-$19.8K	0.03%	272
2018 Q4	$615K	Buy	+12,089	New	+$623K	0.04%	278

Other funds holding JPEM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

SAM Advisors Oakhurst, California $366M AUM 19.93% 1-Year Est. Return

AMM

American Money Management Rancho Santa Fe, California $700M AUM 20.22% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

MAI Capital Management's JPEM Position: Q2 2026 in Review

MAI Capital Management sold out of JPMorgan Diversified Return Emerging Markets Equity ETF (JPEM) in Q2 2026, closing a stake of 234 shares — an estimated $14.5K sold.

MAI Capital Management first reported a position in JPEM in Q4 2018 and held it in 12 quarters. The position peaked at $715K in Q4 2019. 113 funds tracked by Wall St. Rank hold JPEM as of Q2 2026.

MAI Capital Management reported no remaining JPMorgan Diversified Return Emerging Markets Equity ETF position as of Q2 2026 after selling out during the quarter.
MAI Capital Management sold 234 JPMorgan Diversified Return Emerging Markets Equity ETF shares in Q2 2026, an estimated $14.5K.
MAI Capital Management first reported a position in JPMorgan Diversified Return Emerging Markets Equity ETF in Q4 2018 and held it in 12 quarters.
MAI Capital Management's JPMorgan Diversified Return Emerging Markets Equity ETF position peaked at $715K in Q4 2019.
113 funds tracked by Wall St. Rank held JPMorgan Diversified Return Emerging Markets Equity ETF as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.