Walkner Condon Financial 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 | $212K | Sell |
3,754
-903
| -19% | -$50.9K | 0.04% | 263 |
|
|
2025
Q1 | $246K | Hold |
4,657
| – | – | 0.05% | 231 |
|
|
2024
Q4 | $242K | Buy |
4,657
+301
| +7% | +$15.6K | 0.05% | 248 |
|
|
2024
Q3 | $247K | Buy |
4,356
+159
| +4% | +$9K | 0.05% | 238 |
|
|
2024
Q2 | $227K | Buy |
4,197
+269
| +7% | +$14.5K | 0.05% | 233 |
|
|
2024
Q1 | $210K | Sell |
3,928
-1,843
| -32% | -$98.5K | 0.04% | 258 |
|
|
2023
Q4 | $302K | Buy |
+5,771
| New | +$302K | 0.07% | 211 |
|