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Stonehaven Wealth & Tax Solutions’s JPMorgan Diversified Return Emerging Markets Equity ETF JPEM Stock Holding History

Stonehaven Wealth & Tax Solutions’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 		$204K Buy
+3,246
New +$210K 0.16% 91

Other funds holding JPEM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
SA
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
KW
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

Stonehaven Wealth & Tax Solutions's JPEM Position: Q2 2026 in Review

Stonehaven Wealth & Tax Solutions opened a new position in JPMorgan Diversified Return Emerging Markets Equity ETF (JPEM) in Q2 2026: 3,246 shares worth $204K. The stake represents 0.16% of the portfolio and ranks #91 among its holdings.

113 funds tracked by Wall St. Rank hold JPEM as of Q2 2026.

  • Stonehaven Wealth & Tax Solutions held 3,246 shares of JPMorgan Diversified Return Emerging Markets Equity ETF worth $204K as of Q2 2026.
  • JPMorgan Diversified Return Emerging Markets Equity ETF was a new Stonehaven Wealth & Tax Solutions position in Q2 2026.
  • JPMorgan Diversified Return Emerging Markets Equity ETF made up 0.16% of Stonehaven Wealth & Tax Solutions's portfolio in Q2 2026, its #91 holding.
  • 113 funds tracked by Wall St. Rank held JPMorgan Diversified Return Emerging Markets Equity ETF as of Q2 2026.

Based on Stonehaven Wealth & Tax Solutions's 13F filing for Q2 2026, filed 6 Aug 2026.