HighTower Advisors’s JPMorgan Diversified Return Emerging Markets Equity ETF JPEM Stock Holding History

HighTower Advisors’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	-4,131	Closed	-$210K	–	3667
2023 Q2	$210K	Sell	4,131 -936	-18%	-$47.8K	﹤0.01%	2829
2023 Q1	$256K	Sell	5,067 -1,023	-17%	-$51.9K	﹤0.01%	2565
2022 Q4	$300K	Sell	6,090 -1,384	-19%	-$66.3K	﹤0.01%	2470
2022 Q3	$331K	Sell	7,474 -446	-6%	-$21.7K	﹤0.01%	2283
2022 Q2	$394K	Sell	7,920 -8,741	-52%	-$459K	﹤0.01%	2192
2022 Q1	$929K	Sell	16,661 -1,087	-6%	-$61.2K	﹤0.01%	1801
2021 Q4	$1M	Sell	17,748 -42	-0.2%	-$2.4K	﹤0.01%	1757
2021 Q3	$1.02M	Sell	17,790 -7,588	-30%	-$445K	﹤0.01%	1639
2021 Q2	$1.5M	Sell	25,378 -58,525	-70%	-$3.44M	﹤0.01%	1403
2021 Q1	$4.75M	Buy	83,903 +3,597	+4%	+$203K	0.02%	762
2020 Q4	$4.41M	Sell	80,306 -15,835	-16%	-$804K	0.02%	627
2020 Q3	$4.49M	Buy	96,141 +1,634	+2%	+$79.3K	0.02%	589
2020 Q2	$4.34M	Sell	94,507 -13,760	-13%	-$603K	0.02%	549
2020 Q1	$4.3M	Buy	108,267 +3,992	+4%	+$203K	0.03%	492
2019 Q4	$5.95M	Buy	104,275 +7,386	+8%	+$403K	0.04%	483
2019 Q3	$5.07M	Buy	96,889 +17,190	+22%	+$926K	0.03%	540
2019 Q2	$4.44M	Buy	79,699 +2,727	+4%	+$148K	0.03%	588
2019 Q1	$4.17M	Buy	76,972 +5,640	+8%	+$303K	0.03%	572
2018 Q4	$3.62M	Buy	71,332 +49,955	+234%	+$2.57M	0.03%	553
2018 Q3	$1.14M	Buy	21,377 +257	+1%	+$14K	0.01%	1061
2018 Q2	$1.12M	Buy	21,120 +2,209	+12%	+$128K	0.01%	1065
2018 Q1	$1.13M	Buy	18,911 +642	+4%	+$39.4K	0.01%	1021
2017 Q4	$1.04M	Buy	18,269 +1,681	+10%	+$96.8K	0.01%	1088
2017 Q3	$909K	Buy	16,588 +4,166	+34%	+$232K	0.01%	1139
2017 Q2	$634K	Buy	+12,422	New	+$645K	0.01%	1266

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

HighTower Advisors's JPEM Position: Q3 2023 in Review

HighTower Advisors sold out of JPMorgan Diversified Return Emerging Markets Equity ETF (JPEM) in Q3 2023, closing a stake of 4,131 shares — an estimated $210K sold.

HighTower Advisors first reported a position in JPEM in Q2 2017 and held it in 25 quarters. The position peaked at $5.95M in Q4 2019. 107 funds tracked by Wall St. Rank hold JPEM as of Q3 2023.

HighTower Advisors reported no remaining JPMorgan Diversified Return Emerging Markets Equity ETF position as of Q3 2023 after selling out during the quarter.
HighTower Advisors sold 4,131 JPMorgan Diversified Return Emerging Markets Equity ETF shares in Q3 2023, an estimated $210K.
HighTower Advisors first reported a position in JPMorgan Diversified Return Emerging Markets Equity ETF in Q2 2017 and held it in 25 quarters.
HighTower Advisors's JPMorgan Diversified Return Emerging Markets Equity ETF position peaked at $5.95M in Q4 2019.
107 funds tracked by Wall St. Rank held JPMorgan Diversified Return Emerging Markets Equity ETF as of Q3 2023.

Based on HighTower Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.