LexAurum Advisors’s JPMorgan Diversified Return Emerging Markets Equity ETF JPEM Stock Holding History

LexAurum Advisors’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 Q1	–	Sell	-44,226	Closed	-$2.51M	–	272
2021 Q4	$2.51M	Buy	44,226 +9,350	+27%	+$535K	0.82%	24
2021 Q3	$2.01M	Buy	34,876 +1,173	+3%	+$68.8K	0.59%	44
2021 Q2	$2M	Buy	33,703 +3,246	+11%	+$191K	0.59%	43
2021 Q1	$1.72M	Buy	30,457 +1,458	+5%	+$82.5K	0.59%	46
2020 Q4	$1.59M	Buy	28,999 +851	+3%	+$43.2K	0.57%	43
2020 Q3	$1.31M	Buy	28,148 +1,136	+4%	+$55.1K	0.54%	39
2020 Q2	$1.24M	Sell	27,012 -886	-3%	-$38.8K	0.68%	28
2020 Q1	$1.11M	Buy	27,898 +14,853	+114%	+$756K	0.77%	26
2019 Q4	$744K	Buy	13,045 +4,830	+59%	+$263K	0.37%	64
2019 Q3	$431K	Buy	8,215 +602	+8%	+$32.4K	0.26%	95
2019 Q2	$423K	Buy	7,613 +1,075	+16%	+$58.5K	0.26%	93
2019 Q1	$355K	Buy	6,538 +645	+11%	+$34.7K	0.24%	93
2018 Q4	$300K	Buy	+5,893	New	+$304K	0.23%	98

Other funds holding JPEM

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

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

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

AMM

American Money Management Rancho Santa Fe, California $632M AUM 14.06% 1-Year Est. Return

CPO

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

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

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return

BFG

Berger Financial Group Plymouth, Minnesota $1.79B AUM 15.72% 1-Year Est. Return

LexAurum Advisors's JPEM Position: Q1 2022 in Review

LexAurum Advisors sold out of JPMorgan Diversified Return Emerging Markets Equity ETF (JPEM) in Q1 2022, closing a stake of 44,226 shares — an estimated $2.51M sold.

LexAurum Advisors first reported a position in JPEM in Q4 2018 and held it in 13 quarters. The position peaked at $2.51M in Q4 2021. 59 funds tracked by Wall St. Rank hold JPEM as of Q1 2022.

LexAurum Advisors reported no remaining JPMorgan Diversified Return Emerging Markets Equity ETF position as of Q1 2022 after selling out during the quarter.
LexAurum Advisors sold 44,226 JPMorgan Diversified Return Emerging Markets Equity ETF shares in Q1 2022, an estimated $2.51M.
LexAurum Advisors first reported a position in JPMorgan Diversified Return Emerging Markets Equity ETF in Q4 2018 and held it in 13 quarters.
LexAurum Advisors's JPMorgan Diversified Return Emerging Markets Equity ETF position peaked at $2.51M in Q4 2021.
59 funds tracked by Wall St. Rank held JPMorgan Diversified Return Emerging Markets Equity ETF as of Q1 2022.

Based on LexAurum Advisors's 13F filing for Q1 2022, filed 4 May 2022.