Disciplined Investments’s JPMorgan Diversified Return Emerging Markets Equity ETF JPEM Stock Holding History

Disciplined Investments’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 Q3	–	Sell	-36	Closed	-$1.83K	–	843
2023 Q2	$1.83K	Hold	36	–	–	﹤0.01%	698
2023 Q1	$1.8K	Hold	36	–	–	﹤0.01%	710
2022 Q4	$1.76K	Buy	36 +1	+3%	+$48	﹤0.01%	670
2022 Q3	$2K	Hold	35	–	–	﹤0.01%	661
2022 Q2	$2K	Buy	35 +1	+3%	+$53	﹤0.01%	675
2022 Q1	$2K	Hold	34	–	–	﹤0.01%	721
2021 Q4	$2K	Hold	34	–	–	﹤0.01%	447
2021 Q3	$2K	Buy	34 +1	+3%	+$59	﹤0.01%	398
2021 Q2	$2K	Hold	33	–	–	﹤0.01%	381
2021 Q1	$2K	Buy	33 +1	+3%	+$57	﹤0.01%	335
2020 Q4	$2K	Hold	32	–	–	﹤0.01%	287
2020 Q3	$2K	Hold	32	–	–	﹤0.01%	351
2020 Q2	$1K	Buy	+32	New	+$1.4K	﹤0.01%	383

Other funds holding JPEM

AWA

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

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

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

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

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

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

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

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

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

AMM

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

Disciplined Investments's JPEM Position: Q3 2023 in Review

Disciplined Investments sold out of JPMorgan Diversified Return Emerging Markets Equity ETF (JPEM) in Q3 2023, closing a stake of 36 shares — an estimated $1.83K sold.

Disciplined Investments first reported a position in JPEM in Q2 2020 and held it in 13 quarters. The position peaked at $2K in Q3 2022. 107 funds tracked by Wall St. Rank hold JPEM as of Q3 2023.

Disciplined Investments reported no remaining JPMorgan Diversified Return Emerging Markets Equity ETF position as of Q3 2023 after selling out during the quarter.
Disciplined Investments sold 36 JPMorgan Diversified Return Emerging Markets Equity ETF shares in Q3 2023, an estimated $1.83K.
Disciplined Investments first reported a position in JPMorgan Diversified Return Emerging Markets Equity ETF in Q2 2020 and held it in 13 quarters.
Disciplined Investments's JPMorgan Diversified Return Emerging Markets Equity ETF position peaked at $2K in Q3 2022.
107 funds tracked by Wall St. Rank held JPMorgan Diversified Return Emerging Markets Equity ETF as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.