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Cahill Financial Advisors’s JPMorgan Diversified Return Emerging Markets Equity ETF JPEM Stock Holding History

Cahill Financial Advisors’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
Q4 		– Sell
-29
Closed -$2K – 502
2021
Q3 		$2K Buy
+29
New +$1.7K ﹤0.01% 788

Other funds holding JPEM

LW
Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return
Bank of America
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
CW
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
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
GW
GW & Wade Wellesley, Massachusetts $3.08B AUM 18.99% 1-Year Est. Return

Cahill Financial Advisors's JPEM Position: Q4 2021 in Review

Cahill Financial Advisors sold out of JPMorgan Diversified Return Emerging Markets Equity ETF (JPEM) in Q4 2021, closing a stake of 29 shares — an estimated $2K sold.

Cahill Financial Advisors first reported a position in JPEM in Q3 2021 and held it in 1 quarter. The position peaked at $2K in Q3 2021. 58 funds tracked by Wall St. Rank hold JPEM as of Q4 2021.

  • Cahill Financial Advisors reported no remaining JPMorgan Diversified Return Emerging Markets Equity ETF position as of Q4 2021 after selling out during the quarter.
  • Cahill Financial Advisors sold 29 JPMorgan Diversified Return Emerging Markets Equity ETF shares in Q4 2021, an estimated $2K.
  • Cahill Financial Advisors first reported a position in JPMorgan Diversified Return Emerging Markets Equity ETF in Q3 2021 and held it in 1 quarter.
  • Cahill Financial Advisors's JPMorgan Diversified Return Emerging Markets Equity ETF position peaked at $2K in Q3 2021.
  • 58 funds tracked by Wall St. Rank held JPMorgan Diversified Return Emerging Markets Equity ETF as of Q4 2021.

Based on Cahill Financial Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.