Laurel Wealth Advisors (California)’s JPMorgan Diversified Return Emerging Markets Equity ETF JPEM Stock Holding History

Laurel Wealth Advisors (California)’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
2022 Q4	$742K	Buy	15,060 +5,841	+63%	+$280K	0.07%	281
2022 Q3	$411K	Sell	9,219 -15,179	-62%	-$740K	0.04%	389
2022 Q2	$1.21M	Buy	24,398 +9,932	+69%	+$522K	0.12%	189
2022 Q1	$806K	Sell	14,466 -28,466	-66%	-$1.6M	0.07%	291
2021 Q4	$2.44M	Buy	+42,932	New	+$2.46M	0.19%	121
2021 Q3	–	Sell	-19,414	Closed	-$1.15M	–	487
2021 Q2	$1.15M	Buy	19,414 +988	+5%	+$58.1K	0.15%	153
2021 Q1	$1.04M	Buy	18,426 +11,770	+177%	+$666K	0.16%	156
2020 Q4	$365K	Buy	6,656 +637	+11%	+$32.4K	0.05%	303
2020 Q3	$281K	Sell	6,019 -2,451	-29%	-$119K	0.05%	312
2020 Q2	$389K	Buy	8,470 +2,658	+46%	+$116K	0.07%	251
2020 Q1	$231K	Buy	5,812 +708	+14%	+$36K	0.05%	331
2019 Q4	$291K	Buy	+5,104	New	+$278K	0.05%	350

Other funds holding JPEM

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

AWA

Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return

CPO

Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return

SAM Advisors Oakhurst, California $319M AUM 17.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Laurel Wealth Advisors (California)'s JPEM Position: Q4 2022 in Review

Laurel Wealth Advisors (California) increased its JPMorgan Diversified Return Emerging Markets Equity ETF (JPEM) stake by 63% in Q4 2022, buying an estimated $280K and bringing the position to 15,060 shares worth $742K. The position accounts for 0.07% of the portfolio, ranked #281.

Laurel Wealth Advisors (California) first reported a position in JPEM in Q4 2019 and has held it in 12 quarters since. The position peaked at $2.44M in Q4 2021. 79 funds tracked by Wall St. Rank hold JPEM as of Q4 2022.

Laurel Wealth Advisors (California) held 15,060 shares of JPMorgan Diversified Return Emerging Markets Equity ETF worth $742K as of Q4 2022.
Laurel Wealth Advisors (California) bought 5,841 JPMorgan Diversified Return Emerging Markets Equity ETF shares in Q4 2022, an estimated $280K.
JPMorgan Diversified Return Emerging Markets Equity ETF made up 0.07% of Laurel Wealth Advisors (California)'s portfolio in Q4 2022, its #281 holding.
Laurel Wealth Advisors (California) first reported a position in JPMorgan Diversified Return Emerging Markets Equity ETF in Q4 2019 and has held it in 12 quarters since.
Laurel Wealth Advisors (California)'s JPMorgan Diversified Return Emerging Markets Equity ETF position peaked at $2.44M in Q4 2021.
79 funds tracked by Wall St. Rank held JPMorgan Diversified Return Emerging Markets Equity ETF as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.