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Money Concepts Capital’s JPMorgan Diversified Return Emerging Markets Equity ETF JPEM Stock Holding History

Money Concepts Capital’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
2023
Q1 		– Sell
-534
Closed -$26.3K – 1772
2022
Q4 		$26.3K Buy
534
+212
+66% +$10.2K ﹤0.01% 1531
2022
Q3 		$14K Buy
+322
New +$15.7K ﹤0.01% 993
2022
Q2 		– Sell
-200
Closed -$11K – 2070
2022
Q1 		$11K Buy
+200
New +$11.3K ﹤0.01% 1889

Other funds holding JPEM

AWA
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
SA
SAM Advisors Oakhurst, California $319M AUM 17.08% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
TFA
Teamwork Financial Advisors San Antonio, Texas $1.1B AUM 39.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GW
GW & Wade Wellesley, Massachusetts $3.08B AUM 18.99% 1-Year Est. Return

Money Concepts Capital's JPEM Position: Q1 2023 in Review

Money Concepts Capital sold out of JPMorgan Diversified Return Emerging Markets Equity ETF (JPEM) in Q1 2023, closing a stake of 534 shares — an estimated $26.3K sold.

Money Concepts Capital first reported a position in JPEM in Q1 2022 and held it in 3 quarters. The position peaked at $26.3K in Q4 2022. 87 funds tracked by Wall St. Rank hold JPEM as of Q1 2023.

  • Money Concepts Capital reported no remaining JPMorgan Diversified Return Emerging Markets Equity ETF position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 534 JPMorgan Diversified Return Emerging Markets Equity ETF shares in Q1 2023, an estimated $26.3K.
  • Money Concepts Capital first reported a position in JPMorgan Diversified Return Emerging Markets Equity ETF in Q1 2022 and held it in 3 quarters.
  • Money Concepts Capital's JPMorgan Diversified Return Emerging Markets Equity ETF position peaked at $26.3K in Q4 2022.
  • 87 funds tracked by Wall St. Rank held JPMorgan Diversified Return Emerging Markets Equity ETF as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.