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

ICA Group 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
Q2 		– Sell
-485
Closed -$25.9K – 1057
2024
Q1 		$25.9K Buy
485
+164
+51% +$8.67K 0.01% 697
2023
Q4 		$16.8K Buy
+321
New +$16.1K ﹤0.01% 769

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
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
SA
SAM Advisors Oakhurst, California $319M AUM 17.08% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
LW
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
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

ICA Group Wealth Management's JPEM Position: Q2 2024 in Review

ICA Group Wealth Management sold out of JPMorgan Diversified Return Emerging Markets Equity ETF (JPEM) in Q2 2024, closing a stake of 485 shares — an estimated $25.9K sold.

ICA Group Wealth Management first reported a position in JPEM in Q4 2023 and held it in 2 quarters. The position peaked at $25.9K in Q1 2024. 120 funds tracked by Wall St. Rank hold JPEM as of Q2 2024.

  • ICA Group Wealth Management reported no remaining JPMorgan Diversified Return Emerging Markets Equity ETF position as of Q2 2024 after selling out during the quarter.
  • ICA Group Wealth Management sold 485 JPMorgan Diversified Return Emerging Markets Equity ETF shares in Q2 2024, an estimated $25.9K.
  • ICA Group Wealth Management first reported a position in JPMorgan Diversified Return Emerging Markets Equity ETF in Q4 2023 and held it in 2 quarters.
  • ICA Group Wealth Management's JPMorgan Diversified Return Emerging Markets Equity ETF position peaked at $25.9K in Q1 2024.
  • 120 funds tracked by Wall St. Rank held JPMorgan Diversified Return Emerging Markets Equity ETF as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.