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Arete Wealth Advisors’s JPMorgan Diversified Return Emerging Markets Equity ETF JPEM Stock Holding History

Arete Wealth 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
2024
Q1 		– Sell
-10,403
Closed -$544K – 560
2023
Q4 		$544K Buy
+10,403
New +$522K 0.04% 379
2023
Q3 		– Sell
-6,558
Closed -$331K – 618
2023
Q2 		$331K Buy
+6,558
New +$335K 0.03% 466

Other funds holding JPEM

4WM
49 Wealth Management Austin, Texas $1.34B AUM 12.81% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
SA
SAM Advisors Oakhurst, California $319M AUM 17.08% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return
AMM
American Money Management Rancho Santa Fe, California $632M AUM 14.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

Arete Wealth Advisors's JPEM Position: Q1 2024 in Review

Arete Wealth Advisors sold out of JPMorgan Diversified Return Emerging Markets Equity ETF (JPEM) in Q1 2024, closing a stake of 10,403 shares — an estimated $544K sold.

Arete Wealth Advisors first reported a position in JPEM in Q2 2023 and held it in 2 quarters. The position peaked at $544K in Q4 2023. 114 funds tracked by Wall St. Rank hold JPEM as of Q1 2024.

  • Arete Wealth Advisors reported no remaining JPMorgan Diversified Return Emerging Markets Equity ETF position as of Q1 2024 after selling out during the quarter.
  • Arete Wealth Advisors sold 10,403 JPMorgan Diversified Return Emerging Markets Equity ETF shares in Q1 2024, an estimated $544K.
  • Arete Wealth Advisors first reported a position in JPMorgan Diversified Return Emerging Markets Equity ETF in Q2 2023 and held it in 2 quarters.
  • Arete Wealth Advisors's JPMorgan Diversified Return Emerging Markets Equity ETF position peaked at $544K in Q4 2023.
  • 114 funds tracked by Wall St. Rank held JPMorgan Diversified Return Emerging Markets Equity ETF as of Q1 2024.

Based on Arete Wealth Advisors's 13F filing for Q1 2024, filed 16 May 2024.