Wagner Wealth Management (South Carolina)’s JPMorgan Diversified Return Emerging Markets Equity ETF JPEM Stock Holding History

Wagner Wealth Management (South Carolina)’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	$18K	Buy	287 +4	+1%	+$258	﹤0.01%	211
2026 Q1	$17.6K	Buy	283 +1	+0.4%	+$64	﹤0.01%	208
2025 Q4	$17.1K	Buy	282 +5	+2%	+$300	﹤0.01%	201
2025 Q3	$16.4K	Buy	277 +2	+0.7%	+$116	﹤0.01%	191
2025 Q2	$15.5K	Buy	275 +4	+1%	+$217	﹤0.01%	191
2025 Q1	$14.3K	Buy	271 +2	+0.7%	+$105	﹤0.01%	184
2024 Q4	$14K	Sell	269 -196	-42%	-$10.6K	﹤0.01%	184
2024 Q3	$26.4K	Buy	465 +6	+1%	+$328	0.01%	165
2024 Q2	$24.8K	Hold	459	–	–	0.01%	191
2024 Q1	$24.5K	Sell	459 -1,272	-73%	-$67.3K	0.01%	190
2023 Q4	$90.5K	Hold	1,731	–	–	0.03%	140
2023 Q3	$87.2K	Hold	1,731	–	–	0.03%	131
2023 Q2	$87.4K	Sell	1,731 -4,815	-74%	-$246K	0.03%	127
2023 Q1	$330K	Sell	6,546 -726	-10%	-$36.9K	0.15%	88
2022 Q4	$358K	Buy	7,272 +1,082	+17%	+$51.8K	0.22%	80
2022 Q3	$276K	Buy	+6,190	New	+$302K	0.2%	81

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

Wagner Wealth Management (South Carolina)'s JPEM Position: Q2 2026 in Review

Wagner Wealth Management (South Carolina) increased its JPMorgan Diversified Return Emerging Markets Equity ETF (JPEM) stake by 1.4% in Q2 2026, buying an estimated $258 and bringing the position to 287 shares worth $18K. The position accounts for ﹤0.01% of the portfolio, ranked #211.

Wagner Wealth Management (South Carolina) first reported a position in JPEM in Q3 2022 and has held it in 16 quarters since. The position peaked at $358K in Q4 2022. 113 funds tracked by Wall St. Rank hold JPEM as of Q2 2026.

Wagner Wealth Management (South Carolina) held 287 shares of JPMorgan Diversified Return Emerging Markets Equity ETF worth $18K as of Q2 2026.
Wagner Wealth Management (South Carolina) bought 4 JPMorgan Diversified Return Emerging Markets Equity ETF shares in Q2 2026, an estimated $258.
JPMorgan Diversified Return Emerging Markets Equity ETF made up ﹤0.01% of Wagner Wealth Management (South Carolina)'s portfolio in Q2 2026, its #211 holding.
Wagner Wealth Management (South Carolina) first reported a position in JPMorgan Diversified Return Emerging Markets Equity ETF in Q3 2022 and has held it in 16 quarters since.
Wagner Wealth Management (South Carolina)'s JPMorgan Diversified Return Emerging Markets Equity ETF position peaked at $358K in Q4 2022.
113 funds tracked by Wall St. Rank held JPMorgan Diversified Return Emerging Markets Equity ETF as of Q2 2026.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q2 2026, filed 24 Jul 2026.