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Dynamic Advisor Solutions’s JPMorgan Diversified Return Emerging Markets Equity ETF JPEM Stock Holding History

Dynamic Advisor Solutions’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
Q3 		– Sell
-3,858
Closed -$209K – 967
2024
Q2 		$209K Sell
3,858
-1,861
-33% -$102K 0.01% 870
2024
Q1 		$306K Sell
5,719
-588
-9% -$31.1K 0.01% 754
2023
Q4 		$329K Sell
6,307
-209
-3% -$10.5K 0.01% 686
2023
Q3 		$328K Sell
6,516
-408
-6% -$21K 0.02% 629
2023
Q2 		$350K Sell
6,924
-124
-2% -$6.33K 0.02% 588
2023
Q1 		$356K Sell
7,048
-2,731
-28% -$139K 0.02% 551
2022
Q4 		$482K Buy
9,779
+2,263
+30% +$108K 0.03% 452
2022
Q3 		$335K Buy
7,516
+2,653
+55% +$129K 0.03% 493
2022
Q2 		$240K Buy
4,863
+530
+12% +$27.8K 0.02% 598
2022
Q1 		$241K Sell
4,333
-649
-13% -$36.6K 0.02% 621
2021
Q4 		$283K Buy
4,982
+851
+21% +$48.7K 0.02% 583
2021
Q3 		$238K Buy
4,131
+747
+22% +$43.8K 0.02% 642
2021
Q2 		$201K Buy
+3,384
New +$199K 0.02% 681

Other funds holding JPEM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SA
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
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return

Dynamic Advisor Solutions's JPEM Position: Q3 2024 in Review

Dynamic Advisor Solutions sold out of JPMorgan Diversified Return Emerging Markets Equity ETF (JPEM) in Q3 2024, closing a stake of 3,858 shares — an estimated $209K sold.

Dynamic Advisor Solutions first reported a position in JPEM in Q2 2021 and held it in 13 quarters. The position peaked at $482K in Q4 2022. 113 funds tracked by Wall St. Rank hold JPEM as of Q3 2024.

  • Dynamic Advisor Solutions reported no remaining JPMorgan Diversified Return Emerging Markets Equity ETF position as of Q3 2024 after selling out during the quarter.
  • Dynamic Advisor Solutions sold 3,858 JPMorgan Diversified Return Emerging Markets Equity ETF shares in Q3 2024, an estimated $209K.
  • Dynamic Advisor Solutions first reported a position in JPMorgan Diversified Return Emerging Markets Equity ETF in Q2 2021 and held it in 13 quarters.
  • Dynamic Advisor Solutions's JPMorgan Diversified Return Emerging Markets Equity ETF position peaked at $482K in Q4 2022.
  • 113 funds tracked by Wall St. Rank held JPMorgan Diversified Return Emerging Markets Equity ETF as of Q3 2024.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2024, filed 7 Oct 2024.