Financial Partners Group (Kansas)’s JPMorgan Diversified Return Emerging Markets Equity ETF JPEM Stock Holding History

Financial Partners Group (Kansas)’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	-63,229	Closed	-$3.28M	–	169
2023 Q2	$3.28M	Sell	63,229 -14,874	-19%	-$759K	0.66%	35
2023 Q1	$3.94M	Buy	78,103 +1,872	+2%	+$95K	0.88%	30
2022 Q4	$3.88M	Buy	+76,231	New	+$3.65M	0.85%	31

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

Financial Partners Group (Kansas)'s JPEM Position: Q3 2023 in Review

Financial Partners Group (Kansas) sold out of JPMorgan Diversified Return Emerging Markets Equity ETF (JPEM) in Q3 2023, closing a stake of 63,229 shares — an estimated $3.28M sold.

Financial Partners Group (Kansas) first reported a position in JPEM in Q4 2022 and held it in 3 quarters. The position peaked at $3.94M in Q1 2023. 107 funds tracked by Wall St. Rank hold JPEM as of Q3 2023.

Financial Partners Group (Kansas) reported no remaining JPMorgan Diversified Return Emerging Markets Equity ETF position as of Q3 2023 after selling out during the quarter.
Financial Partners Group (Kansas) sold 63,229 JPMorgan Diversified Return Emerging Markets Equity ETF shares in Q3 2023, an estimated $3.28M.
Financial Partners Group (Kansas) first reported a position in JPMorgan Diversified Return Emerging Markets Equity ETF in Q4 2022 and held it in 3 quarters.
Financial Partners Group (Kansas)'s JPMorgan Diversified Return Emerging Markets Equity ETF position peaked at $3.94M in Q1 2023.
107 funds tracked by Wall St. Rank held JPMorgan Diversified Return Emerging Markets Equity ETF as of Q3 2023.

Based on Financial Partners Group (Kansas)'s 13F filing for Q3 2023, filed 13 Nov 2023.