Shepherd Kaplan Krochuk’s JPMorgan Diversified Return Emerging Markets Equity ETF JPEM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$414K Sell
6,663
-1,482
-18% -$94.5K 0.35% 51
2025
Q4
$495K Sell
8,145
-6,400
-44% -$385K 0.41% 47
2025
Q3
$858K Sell
14,545
-1,147
-7% -$66.3K 0.7% 35
2025
Q2
$885K Sell
15,692
-1,996
-11% -$108K 0.77% 30
2025
Q1
$933K Sell
17,688
-521
-3% -$27.4K 0.8% 31
2024
Q4
$945K Buy
18,209
+193
+1% +$10.5K 0.79% 29
2024
Q3
$1.02M Sell
18,016
-4,722
-21% -$258K 0.77% 35
2024
Q2
$1.23M Sell
22,738
-61
-0.3% -$3.35K 0.97% 30
2024
Q1
$1.22M Sell
22,799
-5,276
-19% -$279K 0.97% 29
2023
Q4
$1.47M Sell
28,075
-8,915
-24% -$447K 1.19% 24
2023
Q3
$1.86M Sell
36,990
-1,455
-4% -$74.8K 1.62% 20
2023
Q2
$1.94M Buy
38,445
+2,368
+7% +$121K 1.54% 18
2023
Q1
$1.82M Buy
36,077
+5,204
+17% +$264K 1.61% 19
2022
Q4
$1.52M Buy
+30,873
New +$1.48M 0.9% 30

Other funds holding JPEM

Shepherd Kaplan Krochuk's JPEM Position: Q1 2026 in Review

Shepherd Kaplan Krochuk reduced its JPMorgan Diversified Return Emerging Markets Equity ETF (JPEM) stake by 18% in Q1 2026, selling an estimated $94.5K and leaving 6,663 shares worth $414K. The position accounts for 0.35% of the portfolio, ranked #51.

Shepherd Kaplan Krochuk first reported a position in JPEM in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.94M in Q2 2023. 126 funds tracked by Wall St. Rank hold JPEM as of Q1 2026.

  • Shepherd Kaplan Krochuk held 6,663 shares of JPMorgan Diversified Return Emerging Markets Equity ETF worth $414K as of Q1 2026.
  • Shepherd Kaplan Krochuk sold 1,482 JPMorgan Diversified Return Emerging Markets Equity ETF shares in Q1 2026, an estimated $94.5K.
  • JPMorgan Diversified Return Emerging Markets Equity ETF made up 0.35% of Shepherd Kaplan Krochuk's portfolio in Q1 2026, its #51 holding.
  • Shepherd Kaplan Krochuk first reported a position in JPMorgan Diversified Return Emerging Markets Equity ETF in Q4 2022 and has held it in 14 quarters since.
  • Shepherd Kaplan Krochuk's JPMorgan Diversified Return Emerging Markets Equity ETF position peaked at $1.94M in Q2 2023.
  • 126 funds tracked by Wall St. Rank held JPMorgan Diversified Return Emerging Markets Equity ETF as of Q1 2026.

Based on Shepherd Kaplan Krochuk's 13F filing for Q1 2026, filed 15 May 2026.