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

Baystate 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
2023 Q4	$1.98K	Hold	37	–	–	﹤0.01%	1063
2023 Q3	$1.88K	Buy	37 +1	+3%	+$51	﹤0.01%	812
2023 Q2	$1.85K	Hold	36	–	–	﹤0.01%	853
2023 Q1	$1.83K	Hold	36	–	–	﹤0.01%	847
2022 Q4	$2K	Buy	36 +1	+3%	+$48	﹤0.01%	797
2022 Q3	$2K	Hold	35	–	–	﹤0.01%	752
2022 Q2	$2K	Buy	35 +1	+3%	+$53	﹤0.01%	764
2022 Q1	$2K	Hold	34	–	–	﹤0.01%	760
2021 Q4	$2K	Buy	+34	New	+$1.95K	﹤0.01%	763

Other funds holding JPEM

4WM

49 Wealth Management Austin, Texas $1.34B AUM 12.81% 1-Year Est. Return

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

SAM Advisors Oakhurst, California $319M AUM 17.08% 1-Year Est. Return

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

AWA

Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return

AMM

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

Baystate Wealth Management's JPEM Position: Q4 2023 in Review

Baystate Wealth Management held its JPMorgan Diversified Return Emerging Markets Equity ETF (JPEM) position steady in Q4 2023 at 37 shares worth $1.98K. The position accounts for ﹤0.01% of the portfolio, ranked #1063.

Baystate Wealth Management first reported a position in JPEM in Q4 2021 and has held it in 9 quarters since. The position peaked at $2K in Q4 2022. 111 funds tracked by Wall St. Rank hold JPEM as of Q4 2023.

Baystate Wealth Management held 37 shares of JPMorgan Diversified Return Emerging Markets Equity ETF worth $1.98K as of Q4 2023.
Baystate Wealth Management left its JPMorgan Diversified Return Emerging Markets Equity ETF share count unchanged in Q4 2023.
JPMorgan Diversified Return Emerging Markets Equity ETF made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #1063 holding.
Baystate Wealth Management first reported a position in JPMorgan Diversified Return Emerging Markets Equity ETF in Q4 2021 and has held it in 9 quarters since.
Baystate Wealth Management's JPMorgan Diversified Return Emerging Markets Equity ETF position peaked at $2K in Q4 2022.
111 funds tracked by Wall St. Rank held JPMorgan Diversified Return Emerging Markets Equity ETF as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.