Cornerstone Wealth Management’s JPMorgan Diversified Return Emerging Markets Equity ETF JPEM Stock Holding History

Cornerstone Wealth Management’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
2018 Q4	–	Sell	-10,988	Closed	-$193K	–	770
2018 Q3	$193K	Buy	+10,988	New	+$598K	﹤0.01%	1214

Other funds holding JPEM

PFG

Pacific Financial Group Bellevue, Washington $186M AUM 16.59% 1-Year Est. Return

HCM

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

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

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

GW & Wade Wellesley, Massachusetts $3.08B AUM 18.99% 1-Year Est. Return

Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

FWM

Frontier Wealth Management Kansas City, Missouri $1.38B AUM 6.3% 1-Year Est. Return

WGCA

Wolf Group Capital Advisors Fairfax, Virginia $298M AUM 8.97% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Cornerstone Wealth Management's JPEM Position: Q4 2018 in Review

Cornerstone Wealth Management sold out of JPMorgan Diversified Return Emerging Markets Equity ETF (JPEM) in Q4 2018, closing a stake of 10,988 shares — an estimated $193K sold.

Cornerstone Wealth Management first reported a position in JPEM in Q3 2018 and held it in 1 quarter. The position peaked at $193K in Q3 2018. 59 funds tracked by Wall St. Rank hold JPEM as of Q4 2018.

Cornerstone Wealth Management reported no remaining JPMorgan Diversified Return Emerging Markets Equity ETF position as of Q4 2018 after selling out during the quarter.
Cornerstone Wealth Management sold 10,988 JPMorgan Diversified Return Emerging Markets Equity ETF shares in Q4 2018, an estimated $193K.
Cornerstone Wealth Management first reported a position in JPMorgan Diversified Return Emerging Markets Equity ETF in Q3 2018 and held it in 1 quarter.
Cornerstone Wealth Management's JPMorgan Diversified Return Emerging Markets Equity ETF position peaked at $193K in Q3 2018.
59 funds tracked by Wall St. Rank held JPMorgan Diversified Return Emerging Markets Equity ETF as of Q4 2018.

Based on Cornerstone Wealth Management's 13F filing for Q4 2018, filed 13 Feb 2019.