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Wealthedge Investment Advisors’s JPMorgan Diversified Return Emerging Markets Equity ETF JPEM Stock Holding History

Wealthedge Investment 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 		$651K Sell
10,479
-764
-7% -$48.7K 0.24% 86
2025
Q4 		$683K Sell
11,243
-640
-5% -$38.5K 0.25% 81
2025
Q3 		$701K Buy
11,883
+414
+4% +$23.9K 0.27% 87
2025
Q2 		$647K Sell
11,469
-8,736
-43% -$475K 0.27% 92
2025
Q1 		$1.07M Sell
20,205
-6,749
-25% -$355K 0.48% 57
2024
Q4 		$1.4M Buy
+26,954
New +$1.46M 0.63% 47

Other funds holding JPEM

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
SA
SAM Advisors Oakhurst, California $319M AUM 17.08% 1-Year Est. Return
AMM
American Money Management Rancho Santa Fe, California $632M AUM 14.06% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B 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 $70.8B AUM 21.68% 1-Year Est. Return

Wealthedge Investment Advisors's JPEM Position: Q1 2026 in Review

Wealthedge Investment Advisors reduced its JPMorgan Diversified Return Emerging Markets Equity ETF (JPEM) stake by 6.8% in Q1 2026, selling an estimated $48.7K and leaving 10,479 shares worth $651K. The position accounts for 0.24% of the portfolio, ranked #86.

Wealthedge Investment Advisors first reported a position in JPEM in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.4M in Q4 2024. 126 funds tracked by Wall St. Rank hold JPEM as of Q1 2026.

  • Wealthedge Investment Advisors held 10,479 shares of JPMorgan Diversified Return Emerging Markets Equity ETF worth $651K as of Q1 2026.
  • Wealthedge Investment Advisors sold 764 JPMorgan Diversified Return Emerging Markets Equity ETF shares in Q1 2026, an estimated $48.7K.
  • JPMorgan Diversified Return Emerging Markets Equity ETF made up 0.24% of Wealthedge Investment Advisors's portfolio in Q1 2026, its #86 holding.
  • Wealthedge Investment Advisors first reported a position in JPMorgan Diversified Return Emerging Markets Equity ETF in Q4 2024 and has held it in 6 quarters since.
  • Wealthedge Investment Advisors's JPMorgan Diversified Return Emerging Markets Equity ETF position peaked at $1.4M in Q4 2024.
  • 126 funds tracked by Wall St. Rank held JPMorgan Diversified Return Emerging Markets Equity ETF as of Q1 2026.

Based on Wealthedge Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.