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Carroll Financial Associates’s JPMorgan Diversified Return Emerging Markets Equity ETF JPEM Stock Holding History

Carroll Financial Associates’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 		$0 Buy
13
+1
+8% +$57 ﹤0.01% 1782
2021
Q3 		$0 Hold
12
– – ﹤0.01% 1847
2021
Q2 		$0 Hold
12
– – ﹤0.01% 1767
2021
Q1 		$0 Hold
12
– – ﹤0.01% 1691
2020
Q4 		$0 Buy
12
+1
+9% +$51 ﹤0.01% 1586
2020
Q3 		$0 Sell
11
-5
-31% -$243 ﹤0.01% 1579
2020
Q2 		$0 Buy
16
+1
+7% +$44 ﹤0.01% 1598
2020
Q1 		$0 Hold
15
– – ﹤0.01% 1555
2019
Q4 		$0 Hold
15
– – ﹤0.01% 1608
2019
Q3 		$0 Hold
15
– – ﹤0.01% 1612
2019
Q2 		$0 Hold
15
– – ﹤0.01% 1633
2019
Q1 		$0 Sell
15
-1
-6% -$54 ﹤0.01% 1424
2018
Q4 		$0 Hold
16
– – ﹤0.01% 1335
2018
Q3 		$0 Buy
16
+5
+45% +$272 ﹤0.01% 1327
2018
Q2 		$0 Sell
11
-4
-27% -$231 ﹤0.01% 1291
2018
Q1 		$0 Buy
15
+8
+114% +$491 ﹤0.01% 1290
2017
Q4 		$0 Buy
+7
New +$403 ﹤0.01% 1259

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

Carroll Financial Associates's JPEM Position: Q4 2021 in Review

Carroll Financial Associates increased its JPMorgan Diversified Return Emerging Markets Equity ETF (JPEM) stake by 8.3% in Q4 2021, buying an estimated $57 and bringing the position to 13 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #1782.

Carroll Financial Associates first reported a position in JPEM in Q4 2017 and has held it in 17 quarters since. 58 funds tracked by Wall St. Rank hold JPEM as of Q4 2021.

  • Carroll Financial Associates held 13 shares of JPMorgan Diversified Return Emerging Markets Equity ETF worth $0 as of Q4 2021.
  • Carroll Financial Associates bought 1 JPMorgan Diversified Return Emerging Markets Equity ETF share in Q4 2021, an estimated $57.
  • JPMorgan Diversified Return Emerging Markets Equity ETF made up ﹤0.01% of Carroll Financial Associates's portfolio in Q4 2021, its #1782 holding.
  • Carroll Financial Associates first reported a position in JPMorgan Diversified Return Emerging Markets Equity ETF in Q4 2017 and has held it in 17 quarters since.
  • 58 funds tracked by Wall St. Rank held JPMorgan Diversified Return Emerging Markets Equity ETF as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.