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

Beverly Hills 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
2024
Q3 		– Sell
-3,852
Closed -$208K – 355
2024
Q2 		$208K Buy
+3,852
New +$211K 0.05% 329

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

Beverly Hills Private Wealth's JPEM Position: Q3 2024 in Review

Beverly Hills Private Wealth sold out of JPMorgan Diversified Return Emerging Markets Equity ETF (JPEM) in Q3 2024, closing a stake of 3,852 shares — an estimated $208K sold.

Beverly Hills Private Wealth first reported a position in JPEM in Q2 2024 and held it in 1 quarter. The position peaked at $208K in Q2 2024. 113 funds tracked by Wall St. Rank hold JPEM as of Q3 2024.

  • Beverly Hills Private Wealth reported no remaining JPMorgan Diversified Return Emerging Markets Equity ETF position as of Q3 2024 after selling out during the quarter.
  • Beverly Hills Private Wealth sold 3,852 JPMorgan Diversified Return Emerging Markets Equity ETF shares in Q3 2024, an estimated $208K.
  • Beverly Hills Private Wealth first reported a position in JPMorgan Diversified Return Emerging Markets Equity ETF in Q2 2024 and held it in 1 quarter.
  • Beverly Hills Private Wealth's JPMorgan Diversified Return Emerging Markets Equity ETF position peaked at $208K in Q2 2024.
  • 113 funds tracked by Wall St. Rank held JPMorgan Diversified Return Emerging Markets Equity ETF as of Q3 2024.

Based on Beverly Hills Private Wealth's 13F filing for Q3 2024, filed 12 Nov 2024.