Wealthspire Advisors (New York)’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 | $244K | Sell |
4,333
-792
| -15% | -$44.7K | ﹤0.01% | 723 |
|
2025
Q1 | $270K | Sell |
5,125
-7,605
| -60% | -$401K | ﹤0.01% | 668 |
|
2024
Q4 | $660K | Sell |
12,730
-4,842
| -28% | -$251K | 0.01% | 444 |
|
2024
Q3 | $995K | Sell |
17,572
-236
| -1% | -$13.4K | 0.01% | 374 |
|
2024
Q2 | $963K | Sell |
17,808
-15,039
| -46% | -$813K | 0.01% | 316 |
|
2024
Q1 | $1.76M | Sell |
32,847
-15,085
| -31% | -$806K | 0.02% | 221 |
|
2023
Q4 | $2.51M | Sell |
47,932
-3,013
| -6% | -$158K | 0.04% | 167 |
|
2023
Q3 | $2.57M | Buy |
+50,945
| New | +$2.57M | 0.04% | 146 |
|