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

Strategic Financial Concepts’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	$728K	Sell	11,595 -41,277	-78%	-$2.67M	0.22%	97
2026 Q1	$3.28M	Buy	52,872 +22,321	+73%	+$1.42M	0.81%	31
2025 Q4	$1.86M	Buy	30,551 +25,924	+560%	+$1.56M	1.7%	17
2025 Q3	$278K	Buy	4,627 +334	+8%	+$19.3K	0.04%	202
2025 Q2	$242K	Sell	4,293 -21,100	-83%	-$1.15M	0.03%	236
2025 Q1	$1.34M	Sell	25,393 -14,964	-37%	-$786K	0.25%	86
2024 Q4	$2.09M	Buy	40,357 +31,320	+347%	+$1.7M	0.4%	64
2024 Q3	$512K	Sell	9,037 -486,603	-98%	-$26.6M	0.16%	115
2024 Q2	$1.66M	Buy	495,640 +449,756	+980%	+$24.7M	0.97%	33
2024 Q1	$2.45M	Buy	45,884 +10,809	+31%	+$572K	0.59%	47
2023 Q4	$1.83M	Sell	35,075 -9,269	-21%	-$465K	1.09%	27
2023 Q3	$2.23M	Buy	44,344 +5,000	+13%	+$257K	0.75%	37
2023 Q2	$1.99M	Buy	39,344 +1,743	+5%	+$89K	0.73%	37
2023 Q1	$1.9M	Buy	+37,601	New	+$1.91M	0.77%	36

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

Strategic Financial Concepts's JPEM Position: Q2 2026 in Review

Strategic Financial Concepts reduced its JPMorgan Diversified Return Emerging Markets Equity ETF (JPEM) stake by 78% in Q2 2026, selling an estimated $2.67M and leaving 11,595 shares worth $728K. The position accounts for 0.22% of the portfolio, ranked #97.

Strategic Financial Concepts first reported a position in JPEM in Q1 2023 and has held it in 14 quarters since. The position peaked at $3.28M in Q1 2026. 113 funds tracked by Wall St. Rank hold JPEM as of Q2 2026.

Strategic Financial Concepts held 11,595 shares of JPMorgan Diversified Return Emerging Markets Equity ETF worth $728K as of Q2 2026.
Strategic Financial Concepts sold 41,277 JPMorgan Diversified Return Emerging Markets Equity ETF shares in Q2 2026, an estimated $2.67M.
JPMorgan Diversified Return Emerging Markets Equity ETF made up 0.22% of Strategic Financial Concepts's portfolio in Q2 2026, its #97 holding.
Strategic Financial Concepts first reported a position in JPMorgan Diversified Return Emerging Markets Equity ETF in Q1 2023 and has held it in 14 quarters since.
Strategic Financial Concepts's JPMorgan Diversified Return Emerging Markets Equity ETF position peaked at $3.28M in Q1 2026.
113 funds tracked by Wall St. Rank held JPMorgan Diversified Return Emerging Markets Equity ETF as of Q2 2026.

Based on Strategic Financial Concepts's 13F filing for Q2 2026, filed 28 Jul 2026.