Perigon 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
Q1 | – | Sell |
-5,051
| Closed | -$260K | – | 1059 |
|
|
2024
Q4 | $260K | Buy |
+5,051
| New | +$260K | 0.01% | 870 |
|
|
2018
Q2 | – | Sell |
-353
| Closed | -$21K | – | 440 |
|
|
2018
Q1 | $21K | Hold |
353
| – | – | 0.01% | 431 |
|
|
2017
Q4 | $21K | Sell |
353
-19
| -5% | -$1.13K | 0.01% | 407 |
|
|
2017
Q3 | $21K | Buy |
372
+256
| +221% | +$14.5K | 0.01% | 444 |
|
|
2017
Q2 | $6K | Buy |
+116
| New | +$6K | ﹤0.01% | 521 |
|