Perigon Wealth Management’s JPMorgan Diversified Return Emerging Markets Equity ETF JPEM Stock Holding History

Perigon Wealth 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	-5,051	Closed	-$260K	–	1068
2024 Q4	$260K	Buy	+5,051	New	+$274K	0.01%	872
2018 Q2	–	Sell	-353	Closed	-$21K	–	440
2018 Q1	$21K	Hold	353	–	–	0.01%	431
2017 Q4	$21K	Sell	353 -19	-5%	-$1.09K	0.01%	407
2017 Q3	$21K	Buy	372 +256	+221%	+$14.2K	0.01%	444
2017 Q2	$6K	Buy	+116	New	+$6.03K	﹤0.01%	521

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

Perigon Wealth Management's JPEM Position: Q1 2025 in Review

Perigon Wealth Management sold out of JPMorgan Diversified Return Emerging Markets Equity ETF (JPEM) in Q1 2025, closing a stake of 5,051 shares — an estimated $260K sold.

Perigon Wealth Management first reported a position in JPEM in Q2 2017 and held it in 5 quarters. The position peaked at $260K in Q4 2024. 116 funds tracked by Wall St. Rank hold JPEM as of Q1 2025.

Perigon Wealth Management reported no remaining JPMorgan Diversified Return Emerging Markets Equity ETF position as of Q1 2025 after selling out during the quarter.
Perigon Wealth Management sold 5,051 JPMorgan Diversified Return Emerging Markets Equity ETF shares in Q1 2025, an estimated $260K.
Perigon Wealth Management first reported a position in JPMorgan Diversified Return Emerging Markets Equity ETF in Q2 2017 and held it in 5 quarters.
Perigon Wealth Management's JPMorgan Diversified Return Emerging Markets Equity ETF position peaked at $260K in Q4 2024.
116 funds tracked by Wall St. Rank held JPMorgan Diversified Return Emerging Markets Equity ETF as of Q1 2025.

Based on Perigon Wealth Management's 13F filing for Q1 2025, filed 23 Apr 2025.