Schiavi & Co’s JPMorgan Diversified Return Emerging Markets Equity ETF JPEM Stock Holding History

Schiavi & Co’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	$3.08M	Buy	49,032 +5,824	+13%	+$376K	0.81%	9
2026 Q1	$2.68M	Sell	43,208 -3,044	-7%	-$194K	0.8%	8
2025 Q4	$2.81M	Sell	46,252 -7,795	-14%	-$468K	0.9%	8
2025 Q3	$3.19M	Sell	54,047 -4,812	-8%	-$278K	1.05%	8
2025 Q2	$3.32M	Buy	58,859 +2,891	+5%	+$157K	1.13%	8
2025 Q1	$2.95M	Buy	55,968 +120	+0.2%	+$6.31K	1.08%	8
2024 Q4	$2.9M	Buy	55,848 +12,188	+28%	+$661K	1.13%	8
2024 Q3	$2.47M	Sell	43,660 -613	-1%	-$33.6K	0.9%	8
2024 Q2	$2.39M	Sell	44,273 -345	-0.8%	-$18.9K	0.94%	8
2024 Q1	$2.38M	Sell	44,618 -447	-1%	-$23.6K	0.94%	8
2023 Q4	$2.36M	Buy	45,065 +36,120	+404%	+$1.81M	0.98%	8
2023 Q3	$451K	Buy	8,945 +6	+0.1%	+$308	0.19%	17
2023 Q2	$451K	Buy	8,939 +6	+0.1%	+$306	0.19%	16
2023 Q1	$451K	Buy	8,933 +58	+0.7%	+$2.94K	0.2%	14
2022 Q4	$437K	Sell	8,875 -5,112	-37%	-$245K	0.28%	14
2022 Q3	$624K	Buy	+13,987	New	+$682K	0.45%	10

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

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

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

Schiavi & Co's JPEM Position: Q2 2026 in Review

Schiavi & Co increased its JPMorgan Diversified Return Emerging Markets Equity ETF (JPEM) stake by 13% in Q2 2026, buying an estimated $376K and bringing the position to 49,032 shares worth $3.08M. The position accounts for 0.81% of the portfolio, ranked #9.

Schiavi & Co first reported a position in JPEM in Q3 2022 and has held it in 16 quarters since. The position peaked at $3.32M in Q2 2025. 113 funds tracked by Wall St. Rank hold JPEM as of Q2 2026.

Schiavi & Co held 49,032 shares of JPMorgan Diversified Return Emerging Markets Equity ETF worth $3.08M as of Q2 2026.
Schiavi & Co bought 5,824 JPMorgan Diversified Return Emerging Markets Equity ETF shares in Q2 2026, an estimated $376K.
JPMorgan Diversified Return Emerging Markets Equity ETF made up 0.81% of Schiavi & Co's portfolio in Q2 2026, its #9 holding.
Schiavi & Co first reported a position in JPMorgan Diversified Return Emerging Markets Equity ETF in Q3 2022 and has held it in 16 quarters since.
Schiavi & Co's JPMorgan Diversified Return Emerging Markets Equity ETF position peaked at $3.32M in Q2 2025.
113 funds tracked by Wall St. Rank held JPMorgan Diversified Return Emerging Markets Equity ETF as of Q2 2026.

Based on Schiavi & Co's 13F filing for Q2 2026, filed 10 Aug 2026.