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

SYM Financial Corp’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	$99.1K	Sell	1,578 -76	-5%	-$4.91K	0.01%	414
2026 Q1	$103K	Hold	1,654	–	–	0.01%	346
2025 Q4	$100K	Hold	1,654	–	–	0.01%	347
2025 Q3	$97.6K	Buy	1,654 +115	+7%	+$6.64K	0.01%	345
2025 Q2	$86.8K	Sell	1,539 -805	-34%	-$43.8K	0.01%	343
2025 Q1	$124K	Hold	2,344	–	–	0.02%	280
2024 Q4	$122K	Sell	2,344 -534	-19%	-$29K	0.02%	251
2024 Q3	$163K	Hold	2,878	–	–	0.02%	191
2024 Q2	$156K	Hold	2,878	–	–	0.02%	168
2024 Q1	$154K	Sell	2,878 -77	-3%	-$4.07K	0.03%	102
2023 Q4	$155K	Sell	2,955 -367	-11%	-$18.4K	0.03%	111
2023 Q3	$167K	Sell	3,322 -138	-4%	-$7.09K	0.03%	94
2023 Q2	$175K	Hold	3,460	–	–	0.04%	64
2023 Q1	$175K	Sell	3,460 -4,600	-57%	-$234K	0.04%	62
2022 Q4	$397K	Sell	8,060 -8,821	-52%	-$423K	0.09%	39
2022 Q3	$753K	Buy	16,881 +14,666	+662%	+$715K	0.36%	26
2022 Q2	$110K	Hold	2,215	–	–	0.05%	67
2022 Q1	$123K	Buy	2,215 +90	+4%	+$5.07K	0.05%	66
2021 Q4	$121K	Hold	2,125	–	–	0.05%	64
2021 Q3	$122K	Hold	2,125	–	–	0.07%	59
2021 Q2	$126K	Sell	2,125 -100	-4%	-$5.88K	0.07%	55
2021 Q1	$126K	Sell	2,225 -418	-16%	-$23.6K	0.07%	55
2020 Q4	$145K	Sell	2,643 -196	-7%	-$9.95K	0.11%	44
2020 Q3	$133K	Hold	2,839	–	–	0.1%	41
2020 Q2	$131K	Buy	2,839 +418	+17%	+$18.3K	0.11%	37
2020 Q1	$96K	Hold	2,421	–	–	0.1%	44
2019 Q4	$138K	Buy	2,421 +358	+17%	+$19.5K	0.09%	50
2019 Q3	$108K	Sell	2,063 -920	-31%	-$49.6K	0.07%	48
2019 Q2	$166K	Buy	2,983 +920	+45%	+$50K	0.11%	38
2019 Q1	$112K	Sell	2,063 -1,659	-45%	-$89.2K	0.07%	48
2018 Q4	$189K	Buy	3,722 +1,934	+108%	+$99.6K	0.08%	43
2018 Q3	$97K	Hold	1,788	–	–	0.05%	54
2018 Q2	$97K	Buy	+1,788	New	+$103K	0.06%	39

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

SYM Financial Corp's JPEM Position: Q2 2026 in Review

SYM Financial Corp reduced its JPMorgan Diversified Return Emerging Markets Equity ETF (JPEM) stake by 4.6% in Q2 2026, selling an estimated $4.91K and leaving 1,578 shares worth $99.1K. The position accounts for 0.01% of the portfolio, ranked #414.

SYM Financial Corp first reported a position in JPEM in Q2 2018 and has held it in 33 quarters since. The position peaked at $753K in Q3 2022. 114 funds tracked by Wall St. Rank hold JPEM as of Q2 2026.

SYM Financial Corp held 1,578 shares of JPMorgan Diversified Return Emerging Markets Equity ETF worth $99.1K as of Q2 2026.
SYM Financial Corp sold 76 JPMorgan Diversified Return Emerging Markets Equity ETF shares in Q2 2026, an estimated $4.91K.
JPMorgan Diversified Return Emerging Markets Equity ETF made up 0.01% of SYM Financial Corp's portfolio in Q2 2026, its #414 holding.
SYM Financial Corp first reported a position in JPMorgan Diversified Return Emerging Markets Equity ETF in Q2 2018 and has held it in 33 quarters since.
SYM Financial Corp's JPMorgan Diversified Return Emerging Markets Equity ETF position peaked at $753K in Q3 2022.
114 funds tracked by Wall St. Rank held JPMorgan Diversified Return Emerging Markets Equity ETF as of Q2 2026.

Based on SYM Financial Corp's 13F filing for Q2 2026, filed 4 Aug 2026.