Visionary Wealth Advisors’s JPMorgan Diversified Return Emerging Markets Equity ETF JPEM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-16,965
| Closed | -$894K | – | 587 |
|
2025
Q1 | $894K | Sell |
16,965
-154
| -0.9% | -$8.12K | 0.05% | 276 |
|
2024
Q4 | $888K | Buy |
17,119
+950
| +6% | +$49.3K | 0.05% | 275 |
|
2024
Q3 | $916K | Buy |
16,169
+1,702
| +12% | +$96.4K | 0.06% | 260 |
|
2024
Q2 | $782K | Sell |
14,467
-4,775
| -25% | -$258K | 0.05% | 267 |
|
2024
Q1 | $1.03M | Buy |
19,242
+1,632
| +9% | +$87.2K | 0.07% | 230 |
|
2023
Q4 | $921K | Buy |
17,610
+640
| +4% | +$33.5K | 0.07% | 235 |
|
2023
Q3 | $855K | Buy |
16,970
+2,623
| +18% | +$132K | 0.07% | 229 |
|
2023
Q2 | $724K | Buy |
+14,347
| New | +$724K | 0.06% | 245 |
|