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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
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
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

SYM Financial Corp's JPEM Position: Q1 2026 in Review

SYM Financial Corp held its JPMorgan Diversified Return Emerging Markets Equity ETF (JPEM) position steady in Q1 2026 at 1,654 shares worth $103K. The position accounts for 0.01% of the portfolio, ranked #346.

SYM Financial Corp first reported a position in JPEM in Q2 2018 and has held it in 32 quarters since. The position peaked at $753K in Q3 2022. 126 funds tracked by Wall St. Rank hold JPEM as of Q1 2026.

  • SYM Financial Corp held 1,654 shares of JPMorgan Diversified Return Emerging Markets Equity ETF worth $103K as of Q1 2026.
  • SYM Financial Corp left its JPMorgan Diversified Return Emerging Markets Equity ETF share count unchanged in Q1 2026.
  • JPMorgan Diversified Return Emerging Markets Equity ETF made up 0.01% of SYM Financial Corp's portfolio in Q1 2026, its #346 holding.
  • SYM Financial Corp first reported a position in JPMorgan Diversified Return Emerging Markets Equity ETF in Q2 2018 and has held it in 32 quarters since.
  • SYM Financial Corp's JPMorgan Diversified Return Emerging Markets Equity ETF position peaked at $753K in Q3 2022.
  • 126 funds tracked by Wall St. Rank held JPMorgan Diversified Return Emerging Markets Equity ETF as of Q1 2026.

Based on SYM Financial Corp's 13F filing for Q1 2026, filed 8 May 2026.