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

Potentia Wealth’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 Q4	–	Sell	-10,174	Closed	-$600K	–	97
2025 Q3	$600K	Buy	10,174 +1	+0%	+$58	0.23%	49
2025 Q2	$574K	Buy	10,173 +358	+4%	+$19.5K	0.33%	37
2025 Q1	$517K	Buy	9,815 +4,659	+90%	+$245K	0.24%	50
2024 Q4	$268K	Buy	+5,156	New	+$280K	0.12%	85

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

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return

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

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

AWA

Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return

Potentia Wealth's JPEM Position: Q4 2025 in Review

Potentia Wealth sold out of JPMorgan Diversified Return Emerging Markets Equity ETF (JPEM) in Q4 2025, closing a stake of 10,174 shares — an estimated $600K sold.

Potentia Wealth first reported a position in JPEM in Q4 2024 and held it in 4 quarters. The position peaked at $600K in Q3 2025. 117 funds tracked by Wall St. Rank hold JPEM as of Q4 2025.

Potentia Wealth reported no remaining JPMorgan Diversified Return Emerging Markets Equity ETF position as of Q4 2025 after selling out during the quarter.
Potentia Wealth sold 10,174 JPMorgan Diversified Return Emerging Markets Equity ETF shares in Q4 2025, an estimated $600K.
Potentia Wealth first reported a position in JPMorgan Diversified Return Emerging Markets Equity ETF in Q4 2024 and held it in 4 quarters.
Potentia Wealth's JPMorgan Diversified Return Emerging Markets Equity ETF position peaked at $600K in Q3 2025.
117 funds tracked by Wall St. Rank held JPMorgan Diversified Return Emerging Markets Equity ETF as of Q4 2025.

Based on Potentia Wealth's 13F filing for Q4 2025, filed 13 Feb 2026.