SF
JPEM icon

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
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
SA
SAM Advisors Oakhurst, California $319M AUM 17.08% 1-Year Est. Return
AMM
American Money Management Rancho Santa Fe, California $632M AUM 14.06% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Summit Financial's JPEM Position: Q1 2026 in Review

Summit Financial increased its JPMorgan Diversified Return Emerging Markets Equity ETF (JPEM) stake by 78% in Q1 2026, buying an estimated $1.78M and bringing the position to 63,383 shares worth $3.94M. The position accounts for 0.05% of the portfolio, ranked #374.

Summit Financial first reported a position in JPEM in Q3 2025 and has held it in 3 quarters since. 126 funds tracked by Wall St. Rank hold JPEM as of Q1 2026.

  • Summit Financial held 63,383 shares of JPMorgan Diversified Return Emerging Markets Equity ETF worth $3.94M as of Q1 2026.
  • Summit Financial bought 27,836 JPMorgan Diversified Return Emerging Markets Equity ETF shares in Q1 2026, an estimated $1.78M.
  • JPMorgan Diversified Return Emerging Markets Equity ETF made up 0.05% of Summit Financial's portfolio in Q1 2026, its #374 holding.
  • Summit Financial first reported a position in JPMorgan Diversified Return Emerging Markets Equity ETF in Q3 2025 and has held it in 3 quarters since.
  • 126 funds tracked by Wall St. Rank held JPMorgan Diversified Return Emerging Markets Equity ETF as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.