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

Geneos 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
2024 Q1	–	Sell	-2,000	Closed	-$105K	–	2181
2023 Q4	$105K	Hold	2,000	–	–	0.01%	828
2023 Q3	$101K	Hold	2,000	–	–	0.01%	870
2023 Q2	$101K	Hold	2,000	–	–	0.01%	873
2023 Q1	$101K	Buy	+2,000	New	+$102K	0.01%	840

Other funds holding JPEM

4WM

49 Wealth Management Austin, Texas $1.34B AUM 12.81% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

SAM Advisors Oakhurst, California $319M AUM 17.08% 1-Year Est. Return

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

AMM

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

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

KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

Geneos Wealth Management's JPEM Position: Q1 2024 in Review

Geneos Wealth Management sold out of JPMorgan Diversified Return Emerging Markets Equity ETF (JPEM) in Q1 2024, closing a stake of 2,000 shares — an estimated $105K sold.

Geneos Wealth Management first reported a position in JPEM in Q1 2023 and held it in 4 quarters. The position peaked at $105K in Q4 2023. 114 funds tracked by Wall St. Rank hold JPEM as of Q1 2024.

Geneos Wealth Management reported no remaining JPMorgan Diversified Return Emerging Markets Equity ETF position as of Q1 2024 after selling out during the quarter.
Geneos Wealth Management sold 2,000 JPMorgan Diversified Return Emerging Markets Equity ETF shares in Q1 2024, an estimated $105K.
Geneos Wealth Management first reported a position in JPMorgan Diversified Return Emerging Markets Equity ETF in Q1 2023 and held it in 4 quarters.
Geneos Wealth Management's JPMorgan Diversified Return Emerging Markets Equity ETF position peaked at $105K in Q4 2023.
114 funds tracked by Wall St. Rank held JPMorgan Diversified Return Emerging Markets Equity ETF as of Q1 2024.

Based on Geneos Wealth Management's 13F filing for Q1 2024, filed 3 May 2024.