Avior Wealth Management’s JPMorgan Diversified Return Emerging Markets Equity ETF JPEM Stock Holding History

Avior Wealth Management’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
2019 Q3	–	Sell	-229	Closed	-$13K	–	822
2019 Q2	$13K	Hold	229	–	–	﹤0.01%	570
2019 Q1	$12K	Buy	229 +1	+0.4%	+$54	﹤0.01%	518
2018 Q4	$11K	Buy	+228	New	+$11.7K	﹤0.01%	564

Other funds holding JPEM

HCM

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

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

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

PFG

Pacific Financial Group Bellevue, Washington $186M AUM 16.59% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

MIAN

Mariner Independent Advisor Network Overland Park, Kansas $2.33B AUM 14.85% 1-Year Est. Return

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

Avior Wealth Management's JPEM Position: Q3 2019 in Review

Avior Wealth Management sold out of JPMorgan Diversified Return Emerging Markets Equity ETF (JPEM) in Q3 2019, closing a stake of 229 shares — an estimated $13K sold.

Avior Wealth Management first reported a position in JPEM in Q4 2018 and held it in 3 quarters. The position peaked at $13K in Q2 2019. 69 funds tracked by Wall St. Rank hold JPEM as of Q3 2019.

Avior Wealth Management reported no remaining JPMorgan Diversified Return Emerging Markets Equity ETF position as of Q3 2019 after selling out during the quarter.
Avior Wealth Management sold 229 JPMorgan Diversified Return Emerging Markets Equity ETF shares in Q3 2019, an estimated $13K.
Avior Wealth Management first reported a position in JPMorgan Diversified Return Emerging Markets Equity ETF in Q4 2018 and held it in 3 quarters.
Avior Wealth Management's JPMorgan Diversified Return Emerging Markets Equity ETF position peaked at $13K in Q2 2019.
69 funds tracked by Wall St. Rank held JPMorgan Diversified Return Emerging Markets Equity ETF as of Q3 2019.

Based on Avior Wealth Management's 13F filing for Q3 2019, filed 9 Oct 2019.