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Capital Analysts LLC’s JPMorgan Diversified Return Emerging Markets Equity ETF JPEM Stock Holding History

Capital Analysts LLC’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
Q4 		– Sell
-31
Closed -$2K – 1343
2024
Q3 		$2K Buy
+31
New +$1.7K ﹤0.01% 1221

Other funds holding JPEM

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 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
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
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

Capital Analysts LLC's JPEM Position: Q4 2024 in Review

Capital Analysts LLC sold out of JPMorgan Diversified Return Emerging Markets Equity ETF (JPEM) in Q4 2024, closing a stake of 31 shares — an estimated $2K sold.

Capital Analysts LLC first reported a position in JPEM in Q3 2024 and held it in 1 quarter. The position peaked at $2K in Q3 2024. 120 funds tracked by Wall St. Rank hold JPEM as of Q4 2024.

  • Capital Analysts LLC reported no remaining JPMorgan Diversified Return Emerging Markets Equity ETF position as of Q4 2024 after selling out during the quarter.
  • Capital Analysts LLC sold 31 JPMorgan Diversified Return Emerging Markets Equity ETF shares in Q4 2024, an estimated $2K.
  • Capital Analysts LLC first reported a position in JPMorgan Diversified Return Emerging Markets Equity ETF in Q3 2024 and held it in 1 quarter.
  • Capital Analysts LLC's JPMorgan Diversified Return Emerging Markets Equity ETF position peaked at $2K in Q3 2024.
  • 120 funds tracked by Wall St. Rank held JPMorgan Diversified Return Emerging Markets Equity ETF as of Q4 2024.

Based on Capital Analysts LLC's 13F filing for Q4 2024, filed 14 Feb 2025.