JP Morgan Private Wealth Advisors’s Freedom 100 Emerging Markets ETF FRDM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$1.4M	Buy	49,587 +1,435	+3%	+$44.2K	﹤0.01%	866
2023 Q2	$1.51M	Sell	48,152 -827	-2%	-$25.1K	0.01%	653
2023 Q1	$1.44M	Buy	48,979 +439	+0.9%	+$12.9K	﹤0.01%	1002
2022 Q4	$1.34M	Buy	48,540 +22,705	+88%	+$622K	﹤0.01%	1014
2022 Q3	$646K	Buy	25,835 +13,426	+108%	+$375K	﹤0.01%	1351
2022 Q2	$342K	Sell	12,409 -1,565	-11%	-$48.3K	﹤0.01%	1597
2022 Q1	$477K	Buy	13,974 +7,060	+102%	+$236K	﹤0.01%	1560
2021 Q4	$229K	Buy	6,914 +26	+0.4%	+$862	﹤0.01%	1858
2021 Q3	$226K	Buy	+6,888	New	+$233K	﹤0.01%	1808

Other funds holding FRDM

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

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return

IDA

Intelligence Driven Advisers Carlsbad, California $616M AUM 24.03% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

SAF

Smith Anglin Financial Dallas, Texas $1.1B AUM 14.08% 1-Year Est. Return

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return

TWM

Tanglewood Wealth Management Houston, Texas $1.18B AUM 21.17% 1-Year Est. Return

CFC

Coyle Financial Counsel Glenview, Illinois $548M AUM 25.77% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

JP Morgan Private Wealth Advisors's FRDM Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors increased its Freedom 100 Emerging Markets ETF (FRDM) stake by 3% in Q3 2023, buying an estimated $44.2K and bringing the position to 49,587 shares worth $1.4M. The position accounts for ﹤0.01% of the portfolio, ranked #866.

JP Morgan Private Wealth Advisors first reported a position in FRDM in Q3 2021 and has held it in 9 quarters since. The position peaked at $1.51M in Q2 2023. 82 funds tracked by Wall St. Rank hold FRDM as of Q3 2023.

JP Morgan Private Wealth Advisors held 49,587 shares of Freedom 100 Emerging Markets ETF worth $1.4M as of Q3 2023.
JP Morgan Private Wealth Advisors bought 1,435 Freedom 100 Emerging Markets ETF shares in Q3 2023, an estimated $44.2K.
Freedom 100 Emerging Markets ETF made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #866 holding.
JP Morgan Private Wealth Advisors first reported a position in Freedom 100 Emerging Markets ETF in Q3 2021 and has held it in 9 quarters since.
JP Morgan Private Wealth Advisors's Freedom 100 Emerging Markets ETF position peaked at $1.51M in Q2 2023.
82 funds tracked by Wall St. Rank held Freedom 100 Emerging Markets ETF as of Q3 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.