Cobblestone Capital Advisors’s JPMorgan Diversified Return Emerging Markets Equity ETF JPEM Stock Holding History

Cobblestone Capital 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
2024 Q1	–	Sell	-4,518	Closed	-$236K	–	285
2023 Q4	$236K	Hold	4,518	–	–	0.02%	249
2023 Q3	$228K	Hold	4,518	–	–	0.02%	239
2023 Q2	$228K	Sell	4,518 -115	-2%	-$5.87K	0.02%	246
2023 Q1	$234K	Sell	4,633 -4,633	-50%	-$235K	0.02%	238
2022 Q4	$457K	Buy	+9,266	New	+$444K	0.03%	182
2022 Q1	–	Sell	-29,819	Closed	-$1.69M	–	261
2021 Q4	$1.69M	Buy	+29,819	New	+$1.71M	0.11%	92

Other funds holding JPEM

4WM

49 Wealth Management Austin, Texas $1.34B AUM 12.81% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

SAM Advisors Oakhurst, California $319M AUM 17.08% 1-Year Est. Return

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

AMM

American Money Management Rancho Santa Fe, California $632M AUM 14.06% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

Cobblestone Capital Advisors's JPEM Position: Q1 2024 in Review

Cobblestone Capital Advisors sold out of JPMorgan Diversified Return Emerging Markets Equity ETF (JPEM) in Q1 2024, closing a stake of 4,518 shares — an estimated $236K sold.

Cobblestone Capital Advisors first reported a position in JPEM in Q4 2021 and held it in 6 quarters. The position peaked at $1.69M in Q4 2021. 114 funds tracked by Wall St. Rank hold JPEM as of Q1 2024.

Cobblestone Capital Advisors reported no remaining JPMorgan Diversified Return Emerging Markets Equity ETF position as of Q1 2024 after selling out during the quarter.
Cobblestone Capital Advisors sold 4,518 JPMorgan Diversified Return Emerging Markets Equity ETF shares in Q1 2024, an estimated $236K.
Cobblestone Capital Advisors first reported a position in JPMorgan Diversified Return Emerging Markets Equity ETF in Q4 2021 and held it in 6 quarters.
Cobblestone Capital Advisors's JPMorgan Diversified Return Emerging Markets Equity ETF position peaked at $1.69M in Q4 2021.
114 funds tracked by Wall St. Rank held JPMorgan Diversified Return Emerging Markets Equity ETF as of Q1 2024.

Based on Cobblestone Capital Advisors's 13F filing for Q1 2024, filed 3 May 2024.