Sound Income Strategies’s JPMorgan Diversified Return Emerging Markets Equity ETF JPEM Stock Holding History

Sound Income Strategies’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	–	Sell	-63	Closed	-$3.93K	–	1483
2026 Q1	$3.93K	Hold	63	–	–	﹤0.01%	1932
2025 Q4	$3.96K	Hold	63	–	–	﹤0.01%	1909
2025 Q3	$3.71K	Hold	63	–	–	﹤0.01%	1233
2025 Q2	$3.55K	Sell	63 -181	-74%	-$9.84K	﹤0.01%	1175
2025 Q1	$12.9K	Hold	244	–	–	﹤0.01%	838
2024 Q4	$12.7K	Buy	244 +148	+154%	+$8.03K	﹤0.01%	781
2024 Q3	$5.44K	Hold	96	–	–	﹤0.01%	939
2024 Q2	$5.19K	Hold	96	–	–	﹤0.01%	934
2024 Q1	$5.13K	Sell	96 -205	-68%	-$10.8K	﹤0.01%	905
2023 Q4	$15.7K	Buy	301 +238	+378%	+$11.9K	﹤0.01%	637
2023 Q3	$3.17K	Hold	63	–	–	﹤0.01%	836
2023 Q2	$3.18K	Hold	63	–	–	﹤0.01%	822
2023 Q1	$3.18K	Buy	+63	New	+$3.2K	﹤0.01%	766

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

Sound Income Strategies's JPEM Position: Q2 2026 in Review

Sound Income Strategies sold out of JPMorgan Diversified Return Emerging Markets Equity ETF (JPEM) in Q2 2026, closing a stake of 63 shares — an estimated $3.93K sold.

Sound Income Strategies first reported a position in JPEM in Q1 2023 and held it in 13 quarters. The position peaked at $15.7K in Q4 2023. 113 funds tracked by Wall St. Rank hold JPEM as of Q2 2026.

Sound Income Strategies reported no remaining JPMorgan Diversified Return Emerging Markets Equity ETF position as of Q2 2026 after selling out during the quarter.
Sound Income Strategies sold 63 JPMorgan Diversified Return Emerging Markets Equity ETF shares in Q2 2026, an estimated $3.93K.
Sound Income Strategies first reported a position in JPMorgan Diversified Return Emerging Markets Equity ETF in Q1 2023 and held it in 13 quarters.
Sound Income Strategies's JPMorgan Diversified Return Emerging Markets Equity ETF position peaked at $15.7K in Q4 2023.
113 funds tracked by Wall St. Rank held JPMorgan Diversified Return Emerging Markets Equity ETF as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.