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

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

Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return

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

Wealth Enhancement Advisory Services

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

Richard P. Slaughter Associates Austin, Texas $510M AUM 21.97% 1-Year Est. Return

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