Steward Partners Investment Advisory’s JPMorgan Diversified Return Emerging Markets Equity ETF JPEM Stock Holding History

Steward Partners Investment Advisory’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	$879	Hold	14	–	–	﹤0.01%	4402
2026 Q1	$870	Hold	14	–	–	﹤0.01%	4203
2025 Q4	$850	Hold	14	–	–	﹤0.01%	4105
2025 Q3	$826	Hold	14	–	–	﹤0.01%	4072
2025 Q2	$790	Hold	14	–	–	﹤0.01%	3909
2025 Q1	$738	Buy	+14	New	+$736	﹤0.01%	3814

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

Steward Partners Investment Advisory's JPEM Position: Q2 2026 in Review

Steward Partners Investment Advisory held its JPMorgan Diversified Return Emerging Markets Equity ETF (JPEM) position steady in Q2 2026 at 14 shares worth $879. The position accounts for ﹤0.01% of the portfolio, ranked #4402.

Steward Partners Investment Advisory first reported a position in JPEM in Q1 2025 and has held it in 6 quarters since. 113 funds tracked by Wall St. Rank hold JPEM as of Q2 2026.

Steward Partners Investment Advisory held 14 shares of JPMorgan Diversified Return Emerging Markets Equity ETF worth $879 as of Q2 2026.
Steward Partners Investment Advisory left its JPMorgan Diversified Return Emerging Markets Equity ETF share count unchanged in Q2 2026.
JPMorgan Diversified Return Emerging Markets Equity ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #4402 holding.
Steward Partners Investment Advisory first reported a position in JPMorgan Diversified Return Emerging Markets Equity ETF in Q1 2025 and has held it in 6 quarters since.
113 funds tracked by Wall St. Rank held JPMorgan Diversified Return Emerging Markets Equity ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.