Trivium Point Advisory’s JPMorgan Diversified Return Emerging Markets Equity ETF JPEM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
-6,714
Closed -$348K 346
2024
Q4
$348K Sell
6,714
-443
-6% -$24K 0.04% 268
2024
Q3
$383K Sell
7,157
-11,508
-62% -$630K 0.05% 249
2024
Q2
$1.01M Buy
18,665
+8,187
+78% +$449K 0.15% 154
2024
Q1
$560K Buy
10,478
+1,768
+20% +$93.5K 0.12% 150
2023
Q4
$455K Buy
8,710
+1,278
+17% +$64.1K 0.11% 150
2023
Q3
$368K Buy
+7,432
New +$382K 0.1% 156

Other funds holding JPEM

Trivium Point Advisory's JPEM Position: Q1 2025 in Review

Trivium Point Advisory sold out of JPMorgan Diversified Return Emerging Markets Equity ETF (JPEM) in Q1 2025, closing a stake of 6,714 shares — an estimated $348K sold.

Trivium Point Advisory first reported a position in JPEM in Q3 2023 and held it in 6 quarters. The position peaked at $1.01M in Q2 2024. 116 funds tracked by Wall St. Rank hold JPEM as of Q1 2025.

  • Trivium Point Advisory reported no remaining JPMorgan Diversified Return Emerging Markets Equity ETF position as of Q1 2025 after selling out during the quarter.
  • Trivium Point Advisory sold 6,714 JPMorgan Diversified Return Emerging Markets Equity ETF shares in Q1 2025, an estimated $348K.
  • Trivium Point Advisory first reported a position in JPMorgan Diversified Return Emerging Markets Equity ETF in Q3 2023 and held it in 6 quarters.
  • Trivium Point Advisory's JPMorgan Diversified Return Emerging Markets Equity ETF position peaked at $1.01M in Q2 2024.
  • 116 funds tracked by Wall St. Rank held JPMorgan Diversified Return Emerging Markets Equity ETF as of Q1 2025.

Based on Trivium Point Advisory's 13F filing for Q1 2025, filed 13 May 2025.