FAM
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Family Asset Management’s JPMorgan Diversified Return Emerging Markets Equity ETF JPEM Stock Holding History

Family Asset 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
2024
Q3 		$9.91K Hold
175
– – 0.01% 179
2024
Q2 		$9.46K Hold
175
– – 0.01% 182
2024
Q1 		$9.35K Buy
175
+39
+29% +$2.06K 0.01% 158
2023
Q4 		$7.11K Sell
136
-2
-1% -$100 ﹤0.01% 163
2023
Q3 		$6.95K Sell
138
-31
-18% -$1.59K 0.01% 157
2023
Q2 		$8.53K Hold
169
– – 0.01% 169
2023
Q1 		$8.53K Buy
169
+39
+30% +$1.98K 0.01% 155
2022
Q4 		$6.41K Buy
+130
New +$6.23K 0.01% 139

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

Family Asset Management's JPEM Position: Q3 2024 in Review

Family Asset Management held its JPMorgan Diversified Return Emerging Markets Equity ETF (JPEM) position steady in Q3 2024 at 175 shares worth $9.91K. The position accounts for 0.01% of the portfolio, ranked #179.

Family Asset Management first reported a position in JPEM in Q4 2022 and has held it in 8 quarters since. 113 funds tracked by Wall St. Rank hold JPEM as of Q3 2024.

  • Family Asset Management held 175 shares of JPMorgan Diversified Return Emerging Markets Equity ETF worth $9.91K as of Q3 2024.
  • Family Asset Management left its JPMorgan Diversified Return Emerging Markets Equity ETF share count unchanged in Q3 2024.
  • JPMorgan Diversified Return Emerging Markets Equity ETF made up 0.01% of Family Asset Management's portfolio in Q3 2024, its #179 holding.
  • Family Asset Management first reported a position in JPMorgan Diversified Return Emerging Markets Equity ETF in Q4 2022 and has held it in 8 quarters since.
  • 113 funds tracked by Wall St. Rank held JPMorgan Diversified Return Emerging Markets Equity ETF as of Q3 2024.

Based on Family Asset Management's 13F filing for Q3 2024, filed 30 Oct 2024.