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

Edge 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 Q1	–	Sell	-60	Closed	-$3K	–	570
2017 Q4	$3K	Hold	60	–	–	﹤0.01%	468
2017 Q3	$3K	Hold	60	–	–	﹤0.01%	471
2017 Q2	$3K	Hold	60	–	–	﹤0.01%	463
2017 Q1	$3K	Buy	+60	New	+$2.98K	﹤0.01%	437

Other funds holding JPEM

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

FWM

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

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

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

WGCA

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

MIAN

Mariner Independent Advisor Network Overland Park, Kansas $2.33B AUM 14.85% 1-Year Est. Return

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

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

AMM

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

Edge Wealth Management's JPEM Position: Q1 2018 in Review

Edge Wealth Management sold out of JPMorgan Diversified Return Emerging Markets Equity ETF (JPEM) in Q1 2018, closing a stake of 60 shares — an estimated $3K sold.

Edge Wealth Management first reported a position in JPEM in Q1 2017 and held it in 4 quarters. The position peaked at $3K in Q4 2017. 44 funds tracked by Wall St. Rank hold JPEM as of Q1 2018.

Edge Wealth Management reported no remaining JPMorgan Diversified Return Emerging Markets Equity ETF position as of Q1 2018 after selling out during the quarter.
Edge Wealth Management sold 60 JPMorgan Diversified Return Emerging Markets Equity ETF shares in Q1 2018, an estimated $3K.
Edge Wealth Management first reported a position in JPMorgan Diversified Return Emerging Markets Equity ETF in Q1 2017 and held it in 4 quarters.
Edge Wealth Management's JPMorgan Diversified Return Emerging Markets Equity ETF position peaked at $3K in Q4 2017.
44 funds tracked by Wall St. Rank held JPMorgan Diversified Return Emerging Markets Equity ETF as of Q1 2018.

Based on Edge Wealth Management's 13F filing for Q1 2018, filed 5 Apr 2018.