Carolinas Wealth Consulting’s JPMorgan Diversified Return Emerging Markets Equity ETF JPEM Stock Holding History

Carolinas Wealth 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
2020 Q4	–	Sell	-53	Closed	-$2K	–	949
2020 Q3	$2K	Hold	53	–	–	﹤0.01%	707
2020 Q2	$2K	Buy	+53	New	+$2.32K	﹤0.01%	497

Other funds holding JPEM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

HCM

Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

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

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

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

CPO

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Carolinas Wealth Consulting's JPEM Position: Q4 2020 in Review

Carolinas Wealth Consulting sold out of JPMorgan Diversified Return Emerging Markets Equity ETF (JPEM) in Q4 2020, closing a stake of 53 shares — an estimated $2K sold.

Carolinas Wealth Consulting first reported a position in JPEM in Q2 2020 and held it in 2 quarters. The position peaked at $2K in Q3 2020. 61 funds tracked by Wall St. Rank hold JPEM as of Q4 2020.

Carolinas Wealth Consulting reported no remaining JPMorgan Diversified Return Emerging Markets Equity ETF position as of Q4 2020 after selling out during the quarter.
Carolinas Wealth Consulting sold 53 JPMorgan Diversified Return Emerging Markets Equity ETF shares in Q4 2020, an estimated $2K.
Carolinas Wealth Consulting first reported a position in JPMorgan Diversified Return Emerging Markets Equity ETF in Q2 2020 and held it in 2 quarters.
Carolinas Wealth Consulting's JPMorgan Diversified Return Emerging Markets Equity ETF position peaked at $2K in Q3 2020.
61 funds tracked by Wall St. Rank held JPMorgan Diversified Return Emerging Markets Equity ETF as of Q4 2020.

Based on Carolinas Wealth Consulting's 13F filing for Q4 2020, filed 16 Feb 2021.