Lincoln National Corp’s JPMorgan Diversified Return Emerging Markets Equity ETF JPEM Stock Holding History

Lincoln National Corp’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
2024 Q2	–	Sell	-6,777	Closed	-$362K	–	641
2024 Q1	$362K	Buy	6,777 +477	+8%	+$25.2K	0.01%	874
2023 Q4	$329K	Buy	6,300 +450	+8%	+$22.6K	0.01%	839
2023 Q3	$295K	Sell	5,850 -3,198	-35%	-$164K	0.01%	797
2023 Q2	$457K	Buy	9,048 +289	+3%	+$14.8K	0.01%	649
2023 Q1	$442K	Buy	+8,759	New	+$445K	0.01%	635

Other funds holding JPEM

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

SAM Advisors Oakhurst, California $319M AUM 17.08% 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

AMM

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

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Lincoln National Corp's JPEM Position: Q2 2024 in Review

Lincoln National Corp sold out of JPMorgan Diversified Return Emerging Markets Equity ETF (JPEM) in Q2 2024, closing a stake of 6,777 shares — an estimated $362K sold.

Lincoln National Corp first reported a position in JPEM in Q1 2023 and held it in 5 quarters. The position peaked at $457K in Q2 2023. 120 funds tracked by Wall St. Rank hold JPEM as of Q2 2024.

Lincoln National Corp reported no remaining JPMorgan Diversified Return Emerging Markets Equity ETF position as of Q2 2024 after selling out during the quarter.
Lincoln National Corp sold 6,777 JPMorgan Diversified Return Emerging Markets Equity ETF shares in Q2 2024, an estimated $362K.
Lincoln National Corp first reported a position in JPMorgan Diversified Return Emerging Markets Equity ETF in Q1 2023 and held it in 5 quarters.
Lincoln National Corp's JPMorgan Diversified Return Emerging Markets Equity ETF position peaked at $457K in Q2 2023.
120 funds tracked by Wall St. Rank held JPMorgan Diversified Return Emerging Markets Equity ETF as of Q2 2024.

Based on Lincoln National Corp's 13F filing for Q2 2024, filed 25 Jul 2024.