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

Tidemark’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
2025
Q2 		– Sell
-90
Closed -$4.75K – 733
2025
Q1 		$4.75K Hold
90
– – ﹤0.01% 530
2024
Q4 		$4.67K Hold
90
– – ﹤0.01% 516
2024
Q3 		$5.1K Hold
90
– – ﹤0.01% 488
2024
Q2 		$4.87K Hold
90
– – ﹤0.01% 473
2024
Q1 		$4.81K Hold
90
– – ﹤0.01% 520
2023
Q4 		$4.71K Buy
+90
New +$4.51K ﹤0.01% 509

Other funds holding JPEM

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 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
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Tidemark's JPEM Position: Q2 2025 in Review

Tidemark sold out of JPMorgan Diversified Return Emerging Markets Equity ETF (JPEM) in Q2 2025, closing a stake of 90 shares — an estimated $4.75K sold.

Tidemark first reported a position in JPEM in Q4 2023 and held it in 6 quarters. The position peaked at $5.1K in Q3 2024. 116 funds tracked by Wall St. Rank hold JPEM as of Q2 2025.

  • Tidemark reported no remaining JPMorgan Diversified Return Emerging Markets Equity ETF position as of Q2 2025 after selling out during the quarter.
  • Tidemark sold 90 JPMorgan Diversified Return Emerging Markets Equity ETF shares in Q2 2025, an estimated $4.75K.
  • Tidemark first reported a position in JPMorgan Diversified Return Emerging Markets Equity ETF in Q4 2023 and held it in 6 quarters.
  • Tidemark's JPMorgan Diversified Return Emerging Markets Equity ETF position peaked at $5.1K in Q3 2024.
  • 116 funds tracked by Wall St. Rank held JPMorgan Diversified Return Emerging Markets Equity ETF as of Q2 2025.

Based on Tidemark's 13F filing for Q2 2025, filed 11 Aug 2025.