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

Atria Wealth Solutions’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
Q3 		– Sell
-3,773
Closed -$204K – 1986
2024
Q2 		$204K Sell
3,773
-29,314
-89% -$1.61M ﹤0.01% 1766
2024
Q1 		$1.77M Sell
33,087
-4,982
-13% -$264K 0.02% 682
2023
Q4 		$1.99M Buy
38,069
+14,106
+59% +$708K 0.02% 607
2023
Q3 		$1.21M Buy
+23,963
New +$1.23M 0.02% 731

Other funds holding JPEM

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SA
SAM Advisors Oakhurst, California $319M AUM 17.08% 1-Year Est. Return
AMM
American Money Management Rancho Santa Fe, California $632M AUM 14.06% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return

Atria Wealth Solutions's JPEM Position: Q3 2024 in Review

Atria Wealth Solutions sold out of JPMorgan Diversified Return Emerging Markets Equity ETF (JPEM) in Q3 2024, closing a stake of 3,773 shares — an estimated $204K sold.

Atria Wealth Solutions first reported a position in JPEM in Q3 2023 and held it in 4 quarters. The position peaked at $1.99M in Q4 2023. 113 funds tracked by Wall St. Rank hold JPEM as of Q3 2024.

  • Atria Wealth Solutions reported no remaining JPMorgan Diversified Return Emerging Markets Equity ETF position as of Q3 2024 after selling out during the quarter.
  • Atria Wealth Solutions sold 3,773 JPMorgan Diversified Return Emerging Markets Equity ETF shares in Q3 2024, an estimated $204K.
  • Atria Wealth Solutions first reported a position in JPMorgan Diversified Return Emerging Markets Equity ETF in Q3 2023 and held it in 4 quarters.
  • Atria Wealth Solutions's JPMorgan Diversified Return Emerging Markets Equity ETF position peaked at $1.99M in Q4 2023.
  • 113 funds tracked by Wall St. Rank held JPMorgan Diversified Return Emerging Markets Equity ETF as of Q3 2024.

Based on Atria Wealth Solutions's 13F filing for Q3 2024, filed 8 Nov 2024.