Atria Investments’s JPMorgan Diversified Return Emerging Markets Equity ETF JPEM Stock Holding History

Atria Investments’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	-6,280	Closed	-$249K	–	670
2020 Q1	$249K	Sell	6,280 -320	-5%	-$16.3K	0.02%	476
2019 Q4	$376K	Buy	+6,600	New	+$360K	0.01%	894
2019 Q1	–	Sell	-21,037	Closed	-$1.07M	–	991
2018 Q4	$1.07M	Sell	21,037 -783	-4%	-$40.3K	0.05%	286
2018 Q3	$1.18M	Buy	21,820 +399	+2%	+$21.7K	0.05%	354
2018 Q2	$1.16M	Buy	21,421 +331	+2%	+$19.2K	0.05%	344
2018 Q1	$1.28M	Buy	+21,090	New	+$1.29M	0.06%	293

Other funds holding JPEM

CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return

HCM

Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

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 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

Atria Investments's JPEM Position: Q2 2020 in Review

Atria Investments sold out of JPMorgan Diversified Return Emerging Markets Equity ETF (JPEM) in Q2 2020, closing a stake of 6,280 shares — an estimated $249K sold.

Atria Investments first reported a position in JPEM in Q1 2018 and held it in 6 quarters. The position peaked at $1.28M in Q1 2018. 71 funds tracked by Wall St. Rank hold JPEM as of Q2 2020.

Atria Investments reported no remaining JPMorgan Diversified Return Emerging Markets Equity ETF position as of Q2 2020 after selling out during the quarter.
Atria Investments sold 6,280 JPMorgan Diversified Return Emerging Markets Equity ETF shares in Q2 2020, an estimated $249K.
Atria Investments first reported a position in JPMorgan Diversified Return Emerging Markets Equity ETF in Q1 2018 and held it in 6 quarters.
Atria Investments's JPMorgan Diversified Return Emerging Markets Equity ETF position peaked at $1.28M in Q1 2018.
71 funds tracked by Wall St. Rank held JPMorgan Diversified Return Emerging Markets Equity ETF as of Q2 2020.

Based on Atria Investments's 13F filing for Q2 2020, filed 13 Aug 2020.