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

Frontier 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
2022 Q2	$557K	Sell	11,264 -3,691	-25%	-$194K	0.04%	227
2022 Q1	$831K	Sell	14,955 -243	-2%	-$13.7K	0.01%	199
2021 Q4	$863K	Sell	15,198 -1,429	-9%	-$81.8K	0.06%	210
2021 Q3	$958K	Sell	16,627 -240	-1%	-$14.1K	0.07%	188
2021 Q2	$1M	Sell	16,867 -1,271	-7%	-$74.8K	0.07%	182
2021 Q1	$1.03M	Sell	18,138 -991	-5%	-$56.1K	0.08%	159
2020 Q4	$1.05M	Sell	19,129 -57	-0.3%	-$2.9K	0.09%	152
2020 Q3	$897K	Sell	19,186 -2,085	-10%	-$101K	0.08%	161
2020 Q2	$978K	Sell	21,271 -43,713	-67%	-$1.91M	0.09%	144
2020 Q1	$2.58M	Sell	64,984 -19,753	-23%	-$1M	0.42%	67
2019 Q4	$4.83M	Sell	84,737 -36,235	-30%	-$1.98M	0.77%	27
2019 Q3	$6.34M	Sell	120,972 -14,889	-11%	-$802K	0.94%	23
2019 Q2	$7.56M	Buy	135,861 +17,777	+15%	+$967K	1.12%	21
2019 Q1	$6.41M	Buy	118,084 +8,556	+8%	+$460K	0.87%	23
2018 Q4	$5.57M	Sell	109,528 -20,553	-16%	-$1.06M	0.84%	22
2018 Q3	$7.03M	Sell	130,081 -38,068	-23%	-$2.07M	0.67%	16
2018 Q2	$9.08M	Buy	168,149 +13,442	+9%	+$778K	1.3%	12
2018 Q1	$9.38M	Buy	154,707 +1,970	+1%	+$121K	1.31%	13
2017 Q4	$8.91M	Buy	152,737 +4,249	+3%	+$245K	1.43%	13
2017 Q3	$8.37M	Sell	148,488 -9,877	-6%	-$549K	1.21%	16
2017 Q2	$8.29M	Buy	158,365 +1,835	+1%	+$95.3K	1.27%	13
2017 Q1	$7.99M	Buy	156,530 +6,399	+4%	+$318K	1.22%	14
2016 Q4	$6.95M	Sell	150,131 -10,412	-6%	-$494K	1.14%	18
2016 Q3	$7.84M	Buy	+160,543	New	+$7.69M	1.19%	14

Other funds holding JPEM

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

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

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

CPO

Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

AMM

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

Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return

CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return

BFG

Berger Financial Group Plymouth, Minnesota $1.79B AUM 15.72% 1-Year Est. Return

WGCA

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

Frontier Wealth Management's JPEM Position: Q2 2022 in Review

Frontier Wealth Management reduced its JPMorgan Diversified Return Emerging Markets Equity ETF (JPEM) stake by 25% in Q2 2022, selling an estimated $194K and leaving 11,264 shares worth $557K. The position accounts for 0.04% of the portfolio, ranked #227.

Frontier Wealth Management first reported a position in JPEM in Q3 2016 and has held it in 24 quarters since. The position peaked at $9.38M in Q1 2018. 50 funds tracked by Wall St. Rank hold JPEM as of Q2 2022.

Frontier Wealth Management held 11,264 shares of JPMorgan Diversified Return Emerging Markets Equity ETF worth $557K as of Q2 2022.
Frontier Wealth Management sold 3,691 JPMorgan Diversified Return Emerging Markets Equity ETF shares in Q2 2022, an estimated $194K.
JPMorgan Diversified Return Emerging Markets Equity ETF made up 0.04% of Frontier Wealth Management's portfolio in Q2 2022, its #227 holding.
Frontier Wealth Management first reported a position in JPMorgan Diversified Return Emerging Markets Equity ETF in Q3 2016 and has held it in 24 quarters since.
Frontier Wealth Management's JPMorgan Diversified Return Emerging Markets Equity ETF position peaked at $9.38M in Q1 2018.
50 funds tracked by Wall St. Rank held JPMorgan Diversified Return Emerging Markets Equity ETF as of Q2 2022.

Based on Frontier Wealth Management's 13F filing for Q2 2022, filed 12 Aug 2022.