NewEdge Advisors’s JPMorgan Diversified Return Emerging Markets Equity ETF JPEM Stock Holding History

NewEdge Advisors’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	$41.5K	Buy	662 +7	+1%	+$452	﹤0.01%	3169
2026 Q1	$40.7K	Sell	655 -5	-0.8%	-$319	﹤0.01%	2989
2025 Q4	$40.1K	Buy	660 +9	+1%	+$541	﹤0.01%	3019
2025 Q3	$38.4K	Buy	651 +7	+1%	+$404	﹤0.01%	2909
2025 Q2	$36.3K	Sell	644 -41	-6%	-$2.23K	﹤0.01%	2759
2025 Q1	$36.1K	Sell	685 -496	-42%	-$26.1K	﹤0.01%	2665
2024 Q4	$61.3K	Buy	1,181 +19	+2%	+$1.03K	﹤0.01%	2454
2024 Q3	$65.8K	Buy	1,162 +15	+1%	+$821	﹤0.01%	2346
2024 Q2	$62.1K	Buy	1,147 +15	+1%	+$823	﹤0.01%	2278
2024 Q1	$60.5K	Buy	1,132 +1	+0.1%	+$53	﹤0.01%	2249
2023 Q4	$59.1K	Sell	1,131 -6	-0.5%	-$301	﹤0.01%	2177
2023 Q3	$57.3K	Sell	1,137 -246	-18%	-$12.6K	﹤0.01%	2055
2023 Q2	$69.8K	Buy	1,383 +39	+3%	+$1.99K	﹤0.01%	1986
2023 Q1	$67.9K	Buy	1,344 +1	+0.1%	+$51	﹤0.01%	1880
2022 Q4	$66	Buy	+1,343	New	+$64.3K	﹤0.01%	3429
2021 Q4	–	Sell	-3,951	Closed	-$228K	–	1671
2021 Q3	$228K	Sell	3,951 -580	-13%	-$34K	0.01%	1002
2021 Q2	$269K	Sell	4,531 -130	-3%	-$7.65K	0.01%	948
2021 Q1	$264K	Sell	4,661 -9,705	-68%	-$549K	0.01%	856
2020 Q4	$788K	Buy	14,366 +3,737	+35%	+$190K	0.03%	478
2020 Q3	$497K	Buy	10,629 +3,883	+58%	+$188K	0.02%	575
2020 Q2	$310K	Buy	6,746 +483	+8%	+$21.2K	0.01%	664
2020 Q1	$249K	Sell	6,263 -20,637	-77%	-$1.05M	0.01%	650
2019 Q4	$1.53M	Sell	26,900 -1,724	-6%	-$94K	0.06%	286
2019 Q3	$1.5M	Buy	+28,624	New	+$1.54M	0.07%	267

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

NewEdge Advisors's JPEM Position: Q2 2026 in Review

NewEdge Advisors increased its JPMorgan Diversified Return Emerging Markets Equity ETF (JPEM) stake by 1.1% in Q2 2026, buying an estimated $452 and bringing the position to 662 shares worth $41.5K. The position accounts for ﹤0.01% of the portfolio, ranked #3169.

NewEdge Advisors first reported a position in JPEM in Q3 2019 and has held it in 24 quarters since. The position peaked at $1.53M in Q4 2019. 113 funds tracked by Wall St. Rank hold JPEM as of Q2 2026.

NewEdge Advisors held 662 shares of JPMorgan Diversified Return Emerging Markets Equity ETF worth $41.5K as of Q2 2026.
NewEdge Advisors bought 7 JPMorgan Diversified Return Emerging Markets Equity ETF shares in Q2 2026, an estimated $452.
JPMorgan Diversified Return Emerging Markets Equity ETF made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #3169 holding.
NewEdge Advisors first reported a position in JPMorgan Diversified Return Emerging Markets Equity ETF in Q3 2019 and has held it in 24 quarters since.
NewEdge Advisors's JPMorgan Diversified Return Emerging Markets Equity ETF position peaked at $1.53M in Q4 2019.
113 funds tracked by Wall St. Rank held JPMorgan Diversified Return Emerging Markets Equity ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.