Aurora Private Wealth’s JPMorgan Diversified Return Emerging Markets Equity ETF JPEM Stock Holding History

Aurora Private Wealth’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
2021 Q3	–	Sell	-11,320	Closed	-$671K	–	224
2021 Q2	$671K	Buy	11,320 +637	+6%	+$37.5K	0.27%	84
2021 Q1	$604K	Buy	10,683 +1,662	+18%	+$94K	0.25%	85
2020 Q4	$495K	Buy	9,021 +115	+1%	+$5.84K	0.21%	105
2020 Q3	$416K	Sell	8,906 -878	-9%	-$42.6K	0.18%	107
2020 Q2	$450K	Sell	9,784 -6,166	-39%	-$270K	0.21%	89
2020 Q1	$633K	Buy	15,950 +6,782	+74%	+$345K	0.22%	101
2019 Q4	$523K	Buy	+9,168	New	+$500K	0.19%	94

Other funds holding JPEM

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

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

AMM

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

CPO

Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return

BFG

Berger Financial Group Plymouth, Minnesota $1.79B AUM 15.72% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

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

GW & Wade Wellesley, Massachusetts $3.08B AUM 18.99% 1-Year Est. Return

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

Aurora Private Wealth's JPEM Position: Q3 2021 in Review

Aurora Private Wealth sold out of JPMorgan Diversified Return Emerging Markets Equity ETF (JPEM) in Q3 2021, closing a stake of 11,320 shares — an estimated $671K sold.

Aurora Private Wealth first reported a position in JPEM in Q4 2019 and held it in 7 quarters. The position peaked at $671K in Q2 2021. 53 funds tracked by Wall St. Rank hold JPEM as of Q3 2021.

Aurora Private Wealth reported no remaining JPMorgan Diversified Return Emerging Markets Equity ETF position as of Q3 2021 after selling out during the quarter.
Aurora Private Wealth sold 11,320 JPMorgan Diversified Return Emerging Markets Equity ETF shares in Q3 2021, an estimated $671K.
Aurora Private Wealth first reported a position in JPMorgan Diversified Return Emerging Markets Equity ETF in Q4 2019 and held it in 7 quarters.
Aurora Private Wealth's JPMorgan Diversified Return Emerging Markets Equity ETF position peaked at $671K in Q2 2021.
53 funds tracked by Wall St. Rank held JPMorgan Diversified Return Emerging Markets Equity ETF as of Q3 2021.

Based on Aurora Private Wealth's 13F filing for Q3 2021, filed 8 Nov 2021.