Lugano Financial Advisors SA (LFA)’s JPMorgan Diversified Return Emerging Markets Equity ETF JPEM Stock Holding History

Lugano Financial Advisors SA (LFA)’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
2021 Q2	–	Sell	-55	Closed	-$3K	–	98
2021 Q1	$3K	Sell	55 -76	-58%	-$4.3K	﹤0.01%	92
2020 Q4	$7K	Sell	131 -131	-50%	-$6.65K	0.01%	99
2020 Q3	$13K	Hold	262	–	–	0.01%	105
2020 Q2	$12K	Sell	262 -263	-50%	-$11.5K	0.01%	108
2020 Q1	$28K	Buy	+525	New	+$26.7K	0.03%	110

Other funds holding JPEM

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

HCM

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BFG

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

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

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Lugano Financial Advisors SA (LFA)'s JPEM Position: Q2 2021 in Review

Lugano Financial Advisors SA (LFA) sold out of JPMorgan Diversified Return Emerging Markets Equity ETF (JPEM) in Q2 2021, closing a stake of 55 shares — an estimated $3K sold.

Lugano Financial Advisors SA (LFA) first reported a position in JPEM in Q1 2020 and held it in 5 quarters. The position peaked at $28K in Q1 2020. 58 funds tracked by Wall St. Rank hold JPEM as of Q2 2021.

Lugano Financial Advisors SA (LFA) reported no remaining JPMorgan Diversified Return Emerging Markets Equity ETF position as of Q2 2021 after selling out during the quarter.
Lugano Financial Advisors SA (LFA) sold 55 JPMorgan Diversified Return Emerging Markets Equity ETF shares in Q2 2021, an estimated $3K.
Lugano Financial Advisors SA (LFA) first reported a position in JPMorgan Diversified Return Emerging Markets Equity ETF in Q1 2020 and held it in 5 quarters.
Lugano Financial Advisors SA (LFA)'s JPMorgan Diversified Return Emerging Markets Equity ETF position peaked at $28K in Q1 2020.
58 funds tracked by Wall St. Rank held JPMorgan Diversified Return Emerging Markets Equity ETF as of Q2 2021.

Based on Lugano Financial Advisors SA (LFA)'s 13F filing for Q2 2021, filed 27 Jul 2021.