Wolf Group Capital Advisors’s JPMorgan Diversified Return Emerging Markets Equity ETF JPEM Stock Holding History

Wolf Group Capital 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
2025 Q1	$1.73M	Sell	32,873 -9,177	-22%	-$482K	0.58%	52
2024 Q4	$2.12M	Hold	42,050	–	–	1.03%	30
2024 Q3	$2.12M	Buy	42,050 +8,668	+26%	+$474K	1.01%	31
2024 Q2	$1.81M	Sell	33,382 -8,668	-21%	-$476K	0.71%	50
2024 Q1	$2.12M	Hold	42,050	–	–	1.01%	31
2023 Q4	$2.12M	Buy	42,050 +2,355	+6%	+$118K	1.01%	31
2023 Q3	$2M	Sell	39,695 -2,415	-6%	-$124K	0.95%	37
2023 Q2	$2.12M	Sell	42,110 -240	-0.6%	-$12.2K	1.06%	30
2023 Q1	$2.14M	Sell	42,350 -4,543	-10%	-$231K	1.06%	31
2022 Q4	$2.31M	Sell	46,893 -9,283	-17%	-$445K	1.09%	30
2022 Q3	$2.5M	Buy	56,176 +1,427	+3%	+$69.5K	1.37%	25
2022 Q2	$2.71M	Buy	54,749 +39,956	+270%	+$2.1M	1.41%	22
2022 Q1	$824K	Sell	14,793 -29,689	-67%	-$1.67M	0.42%	67
2021 Q4	$2.53M	Buy	44,482 +28,825	+184%	+$1.65M	0.41%	68
2021 Q3	$902K	Buy	15,657 +976	+7%	+$57.3K	0.49%	66
2021 Q2	$870K	Buy	14,681 +275	+2%	+$16.2K	0.47%	65
2021 Q1	$815K	Sell	14,406 -814	-5%	-$46K	0.47%	62
2020 Q4	$835K	Sell	15,220 -3,222	-17%	-$164K	0.52%	61
2020 Q3	$862K	Sell	18,442 -6,259	-25%	-$304K	0.6%	56
2020 Q2	$1.14M	Sell	24,701 -45,885	-65%	-$2.01M	0.85%	43
2020 Q1	$2.8M	Sell	70,586 -16,950	-19%	-$862K	2.34%	13
2019 Q4	$4.99M	Sell	87,536 -5,420	-6%	-$296K	3.28%	8
2019 Q3	$4.88M	Sell	92,956 -3,885	-4%	-$209K	3.35%	6
2019 Q2	$5.39M	Sell	96,841 -6,727	-6%	-$366K	3.73%	3
2019 Q1	$5.62M	Sell	103,568 -966	-0.9%	-$51.9K	3.86%	3
2018 Q4	$5.31M	Buy	104,534 +509	+0.5%	+$26.2K	3.96%	3
2018 Q3	$5.62M	Sell	104,025 -9,429	-8%	-$513K	3.67%	2
2018 Q2	$6.13M	Sell	113,454 -1,682	-1%	-$97.3K	3.99%	2
2018 Q1	$6.98M	Buy	115,136 +4,211	+4%	+$258K	4.62%	1
2017 Q4	$6.47M	Buy	110,925 +5,609	+5%	+$323K	4.03%	1
2017 Q3	$6.14M	Buy	+105,316	New	+$5.86M	4.26%	2

Other funds holding JPEM

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

AMM

American Money Management Rancho Santa Fe, California $632M AUM 14.06% 1-Year Est. Return

SAM Advisors Oakhurst, California $319M AUM 17.08% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return

Wolf Group Capital Advisors's JPEM Position: Q1 2025 in Review

Wolf Group Capital Advisors reduced its JPMorgan Diversified Return Emerging Markets Equity ETF (JPEM) stake by 22% in Q1 2025, selling an estimated $482K and leaving 32,873 shares worth $1.73M. The position accounts for 0.58% of the portfolio, ranked #52.

Wolf Group Capital Advisors first reported a position in JPEM in Q3 2017 and has held it in 31 quarters since. The position peaked at $6.98M in Q1 2018. 116 funds tracked by Wall St. Rank hold JPEM as of Q1 2025.

Wolf Group Capital Advisors held 32,873 shares of JPMorgan Diversified Return Emerging Markets Equity ETF worth $1.73M as of Q1 2025.
Wolf Group Capital Advisors sold 9,177 JPMorgan Diversified Return Emerging Markets Equity ETF shares in Q1 2025, an estimated $482K.
JPMorgan Diversified Return Emerging Markets Equity ETF made up 0.58% of Wolf Group Capital Advisors's portfolio in Q1 2025, its #52 holding.
Wolf Group Capital Advisors first reported a position in JPMorgan Diversified Return Emerging Markets Equity ETF in Q3 2017 and has held it in 31 quarters since.
Wolf Group Capital Advisors's JPMorgan Diversified Return Emerging Markets Equity ETF position peaked at $6.98M in Q1 2018.
116 funds tracked by Wall St. Rank held JPMorgan Diversified Return Emerging Markets Equity ETF as of Q1 2025.

Based on Wolf Group Capital Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.