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Asset Dedication LLC’s JPMorgan Diversified Return Emerging Markets Equity ETF JPEM Stock Holding History

Asset Dedication LLC’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
2020
Q2 		– Sell
-3,237
Closed -$129K – 665
2020
Q1 		$129K Buy
+3,237
New +$165K 0.04% 230

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LW
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Jane Street
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RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AMM
American Money Management Rancho Santa Fe, California $632M AUM 14.06% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CPO
Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return

Asset Dedication LLC's JPEM Position: Q2 2020 in Review

Asset Dedication LLC sold out of JPMorgan Diversified Return Emerging Markets Equity ETF (JPEM) in Q2 2020, closing a stake of 3,237 shares — an estimated $129K sold.

Asset Dedication LLC first reported a position in JPEM in Q1 2020 and held it in 1 quarter. The position peaked at $129K in Q1 2020. 71 funds tracked by Wall St. Rank hold JPEM as of Q2 2020.

  • Asset Dedication LLC reported no remaining JPMorgan Diversified Return Emerging Markets Equity ETF position as of Q2 2020 after selling out during the quarter.
  • Asset Dedication LLC sold 3,237 JPMorgan Diversified Return Emerging Markets Equity ETF shares in Q2 2020, an estimated $129K.
  • Asset Dedication LLC first reported a position in JPMorgan Diversified Return Emerging Markets Equity ETF in Q1 2020 and held it in 1 quarter.
  • Asset Dedication LLC's JPMorgan Diversified Return Emerging Markets Equity ETF position peaked at $129K in Q1 2020.
  • 71 funds tracked by Wall St. Rank held JPMorgan Diversified Return Emerging Markets Equity ETF as of Q2 2020.

Based on Asset Dedication LLC's 13F filing for Q2 2020, filed 24 Aug 2020.