LifePlan Financial Group’s JPMorgan Diversified Return Emerging Markets Equity ETF JPEM Stock Holding History

LifePlan Financial Group’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
2020 Q3	$11K	Sell	227 -149	-40%	-$7.23K	﹤0.01%	402
2020 Q2	$17K	Buy	376 +27	+8%	+$1.18K	0.01%	357
2020 Q1	$14K	Buy	349 +30	+9%	+$1.53K	0.01%	359
2019 Q4	$18K	Hold	319	–	–	0.01%	361
2019 Q3	$17K	Buy	319 +24	+8%	+$1.29K	0.01%	360
2019 Q2	$16K	Sell	295 -333	-53%	-$18.1K	0.01%	360
2019 Q1	$34K	Hold	628	–	–	0.02%	286
2018 Q4	$32K	Hold	628	–	–	0.02%	281
2018 Q3	$34K	Hold	628	–	–	0.02%	280
2018 Q2	$34K	Hold	628	–	–	0.02%	276
2018 Q1	$38K	Buy	+628	New	+$38.5K	0.02%	261

Other funds holding JPEM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

HCM

Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

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

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

FTUS

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

FPF

First Pacific Financial Vancouver, Washington $777M AUM 13.71% 1-Year Est. Return

AMM

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

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

LifePlan Financial Group's JPEM Position: Q3 2020 in Review

LifePlan Financial Group reduced its JPMorgan Diversified Return Emerging Markets Equity ETF (JPEM) stake by 40% in Q3 2020, selling an estimated $7.23K and leaving 227 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #402.

LifePlan Financial Group first reported a position in JPEM in Q1 2018 and has held it in 11 quarters since. The position peaked at $38K in Q1 2018. 65 funds tracked by Wall St. Rank hold JPEM as of Q3 2020.

LifePlan Financial Group held 227 shares of JPMorgan Diversified Return Emerging Markets Equity ETF worth $11K as of Q3 2020.
LifePlan Financial Group sold 149 JPMorgan Diversified Return Emerging Markets Equity ETF shares in Q3 2020, an estimated $7.23K.
JPMorgan Diversified Return Emerging Markets Equity ETF made up ﹤0.01% of LifePlan Financial Group's portfolio in Q3 2020, its #402 holding.
LifePlan Financial Group first reported a position in JPMorgan Diversified Return Emerging Markets Equity ETF in Q1 2018 and has held it in 11 quarters since.
LifePlan Financial Group's JPMorgan Diversified Return Emerging Markets Equity ETF position peaked at $38K in Q1 2018.
65 funds tracked by Wall St. Rank held JPMorgan Diversified Return Emerging Markets Equity ETF as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.