Sharkey, Howes & Javer’s JPMorgan Diversified Return Emerging Markets Equity ETF JPEM Stock Holding History

Sharkey, Howes & Javer’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	$314K	Sell	5,002 -2,269	-31%	-$147K	0.04%	139
2026 Q1	$452K	Sell	7,271 -2,713	-27%	-$173K	0.06%	118
2025 Q4	$606K	Sell	9,984 -2,086	-17%	-$125K	0.08%	109
2025 Q3	$712K	Sell	12,070 -28,642	-70%	-$1.65M	0.09%	99
2025 Q2	$2.3M	Buy	40,712 +13,742	+51%	+$747K	0.31%	59
2025 Q1	$1.42M	Buy	26,970 +9,445	+54%	+$496K	0.2%	74
2024 Q4	$909K	Buy	17,525 +1,780	+11%	+$96.6K	0.13%	88
2024 Q3	$892K	Sell	15,745 -7,134	-31%	-$390K	0.13%	83
2024 Q2	$1.24M	Buy	22,879 +10,252	+81%	+$563K	0.2%	63
2024 Q1	$675K	Sell	12,627 -5,546	-31%	-$293K	0.11%	81
2023 Q4	$950K	Sell	18,173 -3,291	-15%	-$165K	0.17%	65
2023 Q3	$1.08M	Sell	21,464 -10,087	-32%	-$518K	0.21%	59
2023 Q2	$1.59M	Buy	31,551 +25,280	+403%	+$1.29M	0.3%	48
2023 Q1	$317K	Buy	+6,271	New	+$318K	0.07%	79

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

Sharkey, Howes & Javer's JPEM Position: Q2 2026 in Review

Sharkey, Howes & Javer reduced its JPMorgan Diversified Return Emerging Markets Equity ETF (JPEM) stake by 31% in Q2 2026, selling an estimated $147K and leaving 5,002 shares worth $314K. The position accounts for 0.04% of the portfolio, ranked #139.

Sharkey, Howes & Javer first reported a position in JPEM in Q1 2023 and has held it in 14 quarters since. The position peaked at $2.3M in Q2 2025. 114 funds tracked by Wall St. Rank hold JPEM as of Q2 2026.

Sharkey, Howes & Javer held 5,002 shares of JPMorgan Diversified Return Emerging Markets Equity ETF worth $314K as of Q2 2026.
Sharkey, Howes & Javer sold 2,269 JPMorgan Diversified Return Emerging Markets Equity ETF shares in Q2 2026, an estimated $147K.
JPMorgan Diversified Return Emerging Markets Equity ETF made up 0.04% of Sharkey, Howes & Javer's portfolio in Q2 2026, its #139 holding.
Sharkey, Howes & Javer first reported a position in JPMorgan Diversified Return Emerging Markets Equity ETF in Q1 2023 and has held it in 14 quarters since.
Sharkey, Howes & Javer's JPMorgan Diversified Return Emerging Markets Equity ETF position peaked at $2.3M in Q2 2025.
114 funds tracked by Wall St. Rank held JPMorgan Diversified Return Emerging Markets Equity ETF as of Q2 2026.

Based on Sharkey, Howes & Javer's 13F filing for Q2 2026, filed 9 Jul 2026.