Bedel Financial Consulting’s JPMorgan Diversified Return Emerging Markets Equity ETF JPEM Stock Holding History

Bedel Financial Consulting’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
2022 Q2	–	Sell	-1,254	Closed	-$70K	–	543
2022 Q1	$70K	Hold	1,254	–	–	0.02%	338
2021 Q4	$71K	Hold	1,254	–	–	0.02%	331
2021 Q3	$72K	Buy	+1,254	New	+$73.6K	0.02%	326

Other funds holding JPEM

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

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

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

CPO

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

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

AMM

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

Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return

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

BFG

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

WGCA

Wolf Group Capital Advisors Fairfax, Virginia $298M AUM 8.97% 1-Year Est. Return

Bedel Financial Consulting's JPEM Position: Q2 2022 in Review

Bedel Financial Consulting sold out of JPMorgan Diversified Return Emerging Markets Equity ETF (JPEM) in Q2 2022, closing a stake of 1,254 shares — an estimated $70K sold.

Bedel Financial Consulting first reported a position in JPEM in Q3 2021 and held it in 3 quarters. The position peaked at $72K in Q3 2021. 50 funds tracked by Wall St. Rank hold JPEM as of Q2 2022.

Bedel Financial Consulting reported no remaining JPMorgan Diversified Return Emerging Markets Equity ETF position as of Q2 2022 after selling out during the quarter.
Bedel Financial Consulting sold 1,254 JPMorgan Diversified Return Emerging Markets Equity ETF shares in Q2 2022, an estimated $70K.
Bedel Financial Consulting first reported a position in JPMorgan Diversified Return Emerging Markets Equity ETF in Q3 2021 and held it in 3 quarters.
Bedel Financial Consulting's JPMorgan Diversified Return Emerging Markets Equity ETF position peaked at $72K in Q3 2021.
50 funds tracked by Wall St. Rank held JPMorgan Diversified Return Emerging Markets Equity ETF as of Q2 2022.

Based on Bedel Financial Consulting's 13F filing for Q2 2022, filed 4 Aug 2022.