Richard P. Slaughter Associates’s JPMorgan Diversified Return Emerging Markets Equity ETF JPEM Stock Holding History

Richard P. Slaughter Associates’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	$273K	Hold	4,341	–	–	0.05%	90
2026 Q1	$270K	Hold	4,341	–	–	0.06%	85
2025 Q4	$264K	Hold	4,341	–	–	0.06%	90
2025 Q3	$256K	Hold	4,341	–	–	0.06%	93
2025 Q2	$245K	Sell	4,341 -7,628	-64%	-$415K	0.05%	103
2025 Q1	$631K	Hold	11,969	–	–	0.15%	78
2024 Q4	$621K	Hold	11,969	–	–	0.14%	101
2024 Q3	$678K	Hold	11,969	–	–	0.16%	106
2024 Q2	$647K	Hold	11,969	–	–	0.15%	105
2024 Q1	$640K	Hold	11,969	–	–	0.15%	108
2023 Q4	$626K	Buy	11,969 +869	+8%	+$43.6K	0.15%	114
2023 Q3	$559K	Sell	11,100 -500	-4%	-$25.7K	0.15%	108
2023 Q2	$586K	Buy	11,600 +3,900	+51%	+$199K	0.17%	102
2023 Q1	$389K	Buy	+7,700	New	+$391K	0.13%	110

Other funds holding JPEM

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Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return

Kelly Financial Group Wethersfield, Connecticut $450M AUM 16.51% 1-Year Est. Return

Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return