Crumly & Associates’s JPMorgan Diversified Return Emerging Markets Equity ETF JPEM Stock Holding History

Crumly & 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
2023 Q4	–	Sell	-86,680	Closed	-$4.37M	–	131
2023 Q3	$4.37M	Buy	86,680 +5,617	+7%	+$289K	1.71%	21
2023 Q2	$4.09M	Buy	81,063 +69,515	+602%	+$3.55M	1.64%	21
2023 Q1	$583K	Buy	+11,548	New	+$586K	0.25%	62
2022 Q4	–	Sell	-108,312	Closed	-$4.83M	–	111
2022 Q3	$4.83M	Sell	108,312 -2,628	-2%	-$128K	1.99%	18
2022 Q2	$5.49M	Buy	+110,940	New	+$5.83M	2.28%	15
2021 Q4	–	Sell	-14,132	Closed	-$814K	–	110
2021 Q3	$814K	Sell	14,132 -171	-1%	-$10K	0.38%	47
2021 Q2	$848K	Sell	14,303 -555	-4%	-$32.7K	0.41%	44
2021 Q1	$840K	Sell	14,858 -2,935	-16%	-$166K	0.49%	38
2020 Q4	$1M	Sell	17,793 -10,924	-38%	-$555K	0.7%	30
2020 Q3	$1.34M	Buy	28,717 +3,401	+13%	+$165K	1.15%	22
2020 Q2	$1.16M	Sell	25,316 -162	-0.6%	-$7.1K	1.09%	17
2020 Q1	$1.01M	Sell	25,478 -51,679	-67%	-$2.63M	1.24%	16
2019 Q4	$4.4M	Buy	+77,157	New	+$4.21M	4.56%	8

Other funds holding JPEM

4WM

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

Morgan Stanley New York $1.66T AUM 25.57% 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

AWA

Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return

AMM

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

Crumly & Associates's JPEM Position: Q4 2023 in Review

Crumly & Associates sold out of JPMorgan Diversified Return Emerging Markets Equity ETF (JPEM) in Q4 2023, closing a stake of 86,680 shares — an estimated $4.37M sold.

Crumly & Associates first reported a position in JPEM in Q4 2019 and held it in 13 quarters. The position peaked at $5.49M in Q2 2022. 111 funds tracked by Wall St. Rank hold JPEM as of Q4 2023.

Crumly & Associates reported no remaining JPMorgan Diversified Return Emerging Markets Equity ETF position as of Q4 2023 after selling out during the quarter.
Crumly & Associates sold 86,680 JPMorgan Diversified Return Emerging Markets Equity ETF shares in Q4 2023, an estimated $4.37M.
Crumly & Associates first reported a position in JPMorgan Diversified Return Emerging Markets Equity ETF in Q4 2019 and held it in 13 quarters.
Crumly & Associates's JPMorgan Diversified Return Emerging Markets Equity ETF position peaked at $5.49M in Q2 2022.
111 funds tracked by Wall St. Rank held JPMorgan Diversified Return Emerging Markets Equity ETF as of Q4 2023.

Based on Crumly & Associates's 13F filing for Q4 2023, filed 29 Jan 2024.