Occidental Asset Management’s JPMorgan Diversified Return Emerging Markets Equity ETF JPEM Stock Holding History

Occidental Asset 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
2025 Q1	–	Sell	-26,020	Closed	-$1.35M	–	259
2024 Q4	$1.35M	Buy	26,020 +2,949	+13%	+$160K	0.21%	94
2024 Q3	$1.31M	Buy	23,071 +70	+0.3%	+$3.83K	0.21%	99
2024 Q2	$1.24M	Buy	23,001 +1,236	+6%	+$67.8K	0.22%	102
2024 Q1	$1.16M	Buy	21,765 +667	+3%	+$35.3K	0.22%	103
2023 Q4	$1.1M	Buy	21,098 +226	+1%	+$11.3K	0.23%	105
2023 Q3	$1.05M	Buy	20,872 +4,727	+29%	+$243K	0.24%	100
2023 Q2	$815K	Buy	+16,145	New	+$824K	0.18%	120

Other funds holding JPEM

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

AMM

American Money Management Rancho Santa Fe, California $632M AUM 14.06% 1-Year Est. Return

SAM Advisors Oakhurst, California $319M AUM 17.08% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return

Occidental Asset Management's JPEM Position: Q1 2025 in Review

Occidental Asset Management sold out of JPMorgan Diversified Return Emerging Markets Equity ETF (JPEM) in Q1 2025, closing a stake of 26,020 shares — an estimated $1.35M sold.

Occidental Asset Management first reported a position in JPEM in Q2 2023 and held it in 7 quarters. The position peaked at $1.35M in Q4 2024. 116 funds tracked by Wall St. Rank hold JPEM as of Q1 2025.

Occidental Asset Management reported no remaining JPMorgan Diversified Return Emerging Markets Equity ETF position as of Q1 2025 after selling out during the quarter.
Occidental Asset Management sold 26,020 JPMorgan Diversified Return Emerging Markets Equity ETF shares in Q1 2025, an estimated $1.35M.
Occidental Asset Management first reported a position in JPMorgan Diversified Return Emerging Markets Equity ETF in Q2 2023 and held it in 7 quarters.
Occidental Asset Management's JPMorgan Diversified Return Emerging Markets Equity ETF position peaked at $1.35M in Q4 2024.
116 funds tracked by Wall St. Rank held JPMorgan Diversified Return Emerging Markets Equity ETF as of Q1 2025.

Based on Occidental Asset Management's 13F filing for Q1 2025, filed 15 May 2025.