JP Morgan Private Wealth Advisors’s EMX Royalty EMX Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio EMX Stock Details EMX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-15,000	Closed	-$18K	–	1444
2019 Q2	$18K	Hold	15,000	–	–	﹤0.01%	1368
2019 Q1	$18K	Hold	15,000	–	–	﹤0.01%	1450
2018 Q4	$17K	Hold	15,000	–	–	﹤0.01%	1440
2018 Q3	$18K	Sell	15,000 -15,000	-50%	-$17.3K	﹤0.01%	1559
2018 Q2	$30K	Buy	+30,000	New	+$29.7K	﹤0.01%	1449

Other funds holding EMX

Sprott Inc Toronto, Ontario, Canada $3.15B AUM 70.1% 1-Year Est. Return

GSM

Global Strategic Management San Juan, Puerto Rico $130M AUM

EPIM

Equinox Partners Investment Management Stamford, Connecticut $212M AUM 153.42% 1-Year Est. Return

USGIU

U.S. Global Investors (USGI) San Antonio, Texas $1.04B AUM 73.31% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

TWA

TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

KIA

KCM Investment Advisors Greenbrae, California $3.37B AUM 30.24% 1-Year Est. Return

CFGS

Concourse Financial Group Securities Birmingham, Alabama $1.77B AUM 17.37% 1-Year Est. Return

SBIA

Sheaff Brock Investment Advisors Indianapolis, Indiana $1.09B AUM 14.4% 1-Year Est. Return

JP Morgan Private Wealth Advisors's EMX Position: Q3 2019 in Review

JP Morgan Private Wealth Advisors sold out of EMX Royalty (EMX) in Q3 2019, closing a stake of 15,000 shares — an estimated $18K sold.

JP Morgan Private Wealth Advisors first reported a position in EMX in Q2 2018 and held it in 5 quarters. The position peaked at $30K in Q2 2018. 23 funds tracked by Wall St. Rank hold EMX as of Q3 2019.

JP Morgan Private Wealth Advisors reported no remaining EMX Royalty position as of Q3 2019 after selling out during the quarter.
JP Morgan Private Wealth Advisors sold 15,000 EMX Royalty shares in Q3 2019, an estimated $18K.
JP Morgan Private Wealth Advisors first reported a position in EMX Royalty in Q2 2018 and held it in 5 quarters.
JP Morgan Private Wealth Advisors's EMX Royalty position peaked at $30K in Q2 2018.
23 funds tracked by Wall St. Rank held EMX Royalty as of Q3 2019.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2019, filed 8 Nov 2019.