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

Summit 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
2026 Q2	$4.49M	Buy	71,555 +8,172	+13%	+$528K	0.05%	373
2026 Q1	$3.94M	Buy	63,383 +27,836	+78%	+$1.78M	0.05%	374
2025 Q4	$2.16M	Sell	35,547 -1,017	-3%	-$61.1K	0.03%	477
2025 Q3	$2.16M	Buy	+36,564	New	+$2.11M	0.03%	468

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

Summit Financial's JPEM Position: Q2 2026 in Review

Summit Financial increased its JPMorgan Diversified Return Emerging Markets Equity ETF (JPEM) stake by 13% in Q2 2026, buying an estimated $528K and bringing the position to 71,555 shares worth $4.49M. The position accounts for 0.05% of the portfolio, ranked #373.

Summit Financial first reported a position in JPEM in Q3 2025 and has held it in 4 quarters since. 114 funds tracked by Wall St. Rank hold JPEM as of Q2 2026.

Summit Financial held 71,555 shares of JPMorgan Diversified Return Emerging Markets Equity ETF worth $4.49M as of Q2 2026.
Summit Financial bought 8,172 JPMorgan Diversified Return Emerging Markets Equity ETF shares in Q2 2026, an estimated $528K.
JPMorgan Diversified Return Emerging Markets Equity ETF made up 0.05% of Summit Financial's portfolio in Q2 2026, its #373 holding.
Summit Financial first reported a position in JPMorgan Diversified Return Emerging Markets Equity ETF in Q3 2025 and has held it in 4 quarters since.
114 funds tracked by Wall St. Rank held JPMorgan Diversified Return Emerging Markets Equity ETF as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.