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Walkner Condon Financial Advisors’s JPMorgan Diversified Return Emerging Markets Equity ETF JPEM Stock Holding History

Walkner Condon Financial Advisors’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
Q1 		$212K Hold
3,413
– – 0.03% 303
2025
Q4 		$207K Buy
+3,413
New +$205K 0.03% 299
2025
Q3 		– Sell
-3,754
Closed -$212K – 305
2025
Q2 		$212K Sell
3,754
-903
-19% -$49.1K 0.04% 263
2025
Q1 		$246K Hold
4,657
– – 0.05% 231
2024
Q4 		$242K Buy
4,657
+301
+7% +$16.3K 0.05% 248
2024
Q3 		$247K Buy
4,356
+159
+4% +$8.7K 0.05% 238
2024
Q2 		$227K Buy
4,197
+269
+7% +$14.8K 0.05% 233
2024
Q1 		$210K Sell
3,928
-1,843
-32% -$97.5K 0.04% 258
2023
Q4 		$302K Buy
+5,771
New +$290K 0.07% 211

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Cetera Investment Advisers
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SA
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AMM
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Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.5B AUM 21.68% 1-Year Est. Return