KCS Wealth Advisory’s JPMorgan Diversified Return Emerging Markets Equity ETF JPEM Stock Holding History

KCS Wealth Advisory’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	$622K	Sell	12,340 -11,517	-48%	-$592K	0.27%	87
2023 Q2	$1.2M	Sell	23,857 -644	-3%	-$32.9K	0.42%	66
2023 Q1	$1.24M	Buy	24,501 +151	+0.6%	+$7.67K	0.47%	61
2022 Q4	$1.2M	Buy	24,350 +710	+3%	+$34K	0.5%	59
2022 Q3	$1.05M	Buy	23,640 +4,618	+24%	+$225K	0.49%	67
2022 Q2	$940K	Buy	19,022 +970	+5%	+$50.9K	0.42%	80
2022 Q1	$1.01M	Buy	18,052 +1,272	+8%	+$71.7K	0.47%	72
2021 Q4	$953K	Buy	16,780 +2,925	+21%	+$168K	0.38%	83
2021 Q3	$798K	Buy	13,855 +409	+3%	+$24K	0.38%	81
2021 Q2	$797K	Buy	13,446 +1,787	+15%	+$105K	0.38%	84
2021 Q1	$660K	Buy	11,659 +955	+9%	+$54K	0.34%	87
2020 Q4	$587K	Buy	10,704 +1,874	+21%	+$95.2K	0.39%	87
2020 Q3	$413K	Buy	8,830 +1,356	+18%	+$65.8K	0.33%	102
2020 Q2	$344K	Buy	+7,474	New	+$327K	0.28%	108

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

KCS Wealth Advisory's JPEM Position: Q3 2023 in Review

KCS Wealth Advisory reduced its JPMorgan Diversified Return Emerging Markets Equity ETF (JPEM) stake by 48% in Q3 2023, selling an estimated $592K and leaving 12,340 shares worth $622K. The position accounts for 0.27% of the portfolio, ranked #87.

KCS Wealth Advisory first reported a position in JPEM in Q2 2020 and has held it in 14 quarters since. The position peaked at $1.24M in Q1 2023. 107 funds tracked by Wall St. Rank hold JPEM as of Q3 2023.

KCS Wealth Advisory held 12,340 shares of JPMorgan Diversified Return Emerging Markets Equity ETF worth $622K as of Q3 2023.
KCS Wealth Advisory sold 11,517 JPMorgan Diversified Return Emerging Markets Equity ETF shares in Q3 2023, an estimated $592K.
JPMorgan Diversified Return Emerging Markets Equity ETF made up 0.27% of KCS Wealth Advisory's portfolio in Q3 2023, its #87 holding.
KCS Wealth Advisory first reported a position in JPMorgan Diversified Return Emerging Markets Equity ETF in Q2 2020 and has held it in 14 quarters since.
KCS Wealth Advisory's JPMorgan Diversified Return Emerging Markets Equity ETF position peaked at $1.24M in Q1 2023.
107 funds tracked by Wall St. Rank held JPMorgan Diversified Return Emerging Markets Equity ETF as of Q3 2023.

Based on KCS Wealth Advisory's 13F filing for Q3 2023, filed 3 Nov 2023.