Mariner Independent Advisor Network’s JPMorgan Diversified Return Emerging Markets Equity ETF JPEM Stock Holding History

Mariner Independent Advisor Network’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 Q1	–	Sell	-129,905	Closed	-$7.41M	–	384
2019 Q4	$7.41M	Sell	129,905 -53,432	-29%	-$2.91M	0.53%	43
2019 Q3	$9.55M	Buy	183,337 +126,598	+223%	+$6.82M	0.73%	28
2019 Q2	$3.18M	Sell	56,739 -1,358	-2%	-$73.9K	0.24%	104
2019 Q1	$3.18M	Buy	58,097 +2,005	+4%	+$108K	0.27%	93
2018 Q4	$2.96M	Sell	56,092 -68,755	-55%	-$3.54M	0.26%	93
2018 Q3	$6.75M	Buy	+124,847	New	+$6.79M	0.84%	28
2018 Q2	–	Sell	-99,318	Closed	-$6.02M	–	241
2018 Q1	$6.02M	Buy	99,318 +8,028	+9%	+$493K	0.37%	60
2017 Q4	$5.33M	Buy	+91,290	New	+$5.26M	0.56%	40

Other funds holding JPEM

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

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

HCM

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Mariner Independent Advisor Network's JPEM Position: Q1 2020 in Review

Mariner Independent Advisor Network sold out of JPMorgan Diversified Return Emerging Markets Equity ETF (JPEM) in Q1 2020, closing a stake of 129,905 shares — an estimated $7.41M sold.

Mariner Independent Advisor Network first reported a position in JPEM in Q4 2017 and held it in 8 quarters. The position peaked at $9.55M in Q3 2019. 72 funds tracked by Wall St. Rank hold JPEM as of Q1 2020.

Mariner Independent Advisor Network reported no remaining JPMorgan Diversified Return Emerging Markets Equity ETF position as of Q1 2020 after selling out during the quarter.
Mariner Independent Advisor Network sold 129,905 JPMorgan Diversified Return Emerging Markets Equity ETF shares in Q1 2020, an estimated $7.41M.
Mariner Independent Advisor Network first reported a position in JPMorgan Diversified Return Emerging Markets Equity ETF in Q4 2017 and held it in 8 quarters.
Mariner Independent Advisor Network's JPMorgan Diversified Return Emerging Markets Equity ETF position peaked at $9.55M in Q3 2019.
72 funds tracked by Wall St. Rank held JPMorgan Diversified Return Emerging Markets Equity ETF as of Q1 2020.

Based on Mariner Independent Advisor Network's 13F filing for Q1 2020, filed 5 May 2020.