Stifel Financial’s JPMorgan Diversified Return Emerging Markets Equity ETF JPEM Stock Holding History

Stifel Financial’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
2024 Q4	–	Sell	-4,625	Closed	-$262K	–	3439
2024 Q3	$262K	Buy	4,625 +651	+16%	+$35.6K	﹤0.01%	3022
2024 Q2	$215K	Buy	+3,974	New	+$218K	﹤0.01%	3078
2019 Q2	–	Sell	-5,655	Closed	-$303K	–	3007
2019 Q1	$303K	Buy	5,655 +251	+5%	+$13.5K	﹤0.01%	2353
2018 Q4	$274K	Buy	5,404 +474	+10%	+$24.4K	﹤0.01%	2285
2018 Q3	$267K	Buy	4,930 +951	+24%	+$51.8K	﹤0.01%	2428
2018 Q2	$217K	Buy	+3,979	New	+$230K	﹤0.01%	2507

Other funds holding JPEM

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SAM Advisors Oakhurst, California $319M AUM 17.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AMM

American Money Management Rancho Santa Fe, California $632M AUM 14.06% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

SBH

Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

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

Stifel Financial's JPEM Position: Q4 2024 in Review

Stifel Financial sold out of JPMorgan Diversified Return Emerging Markets Equity ETF (JPEM) in Q4 2024, closing a stake of 4,625 shares — an estimated $262K sold.

Stifel Financial first reported a position in JPEM in Q2 2018 and held it in 6 quarters. The position peaked at $303K in Q1 2019. 120 funds tracked by Wall St. Rank hold JPEM as of Q4 2024.

Stifel Financial reported no remaining JPMorgan Diversified Return Emerging Markets Equity ETF position as of Q4 2024 after selling out during the quarter.
Stifel Financial sold 4,625 JPMorgan Diversified Return Emerging Markets Equity ETF shares in Q4 2024, an estimated $262K.
Stifel Financial first reported a position in JPMorgan Diversified Return Emerging Markets Equity ETF in Q2 2018 and held it in 6 quarters.
Stifel Financial's JPMorgan Diversified Return Emerging Markets Equity ETF position peaked at $303K in Q1 2019.
120 funds tracked by Wall St. Rank held JPMorgan Diversified Return Emerging Markets Equity ETF as of Q4 2024.

Based on Stifel Financial's 13F filing for Q4 2024, filed 13 Feb 2025.