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MorganRosel Wealth Management’s JPMorgan Diversified Return Emerging Markets Equity ETF JPEM Stock Holding History

MorganRosel Wealth Management’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
Q4 		– Sell
-9,355
Closed -$471K – 100
2023
Q3 		$471K Buy
+9,355
New +$481K 0.2% 74

Other funds holding JPEM

4WM
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
SA
SAM Advisors Oakhurst, California $319M AUM 17.08% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return
AWA
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return
AMM
American Money Management Rancho Santa Fe, California $632M AUM 14.06% 1-Year Est. Return

MorganRosel Wealth Management's JPEM Position: Q4 2023 in Review

MorganRosel Wealth Management sold out of JPMorgan Diversified Return Emerging Markets Equity ETF (JPEM) in Q4 2023, closing a stake of 9,355 shares — an estimated $471K sold.

MorganRosel Wealth Management first reported a position in JPEM in Q3 2023 and held it in 1 quarter. The position peaked at $471K in Q3 2023. 111 funds tracked by Wall St. Rank hold JPEM as of Q4 2023.

  • MorganRosel Wealth Management reported no remaining JPMorgan Diversified Return Emerging Markets Equity ETF position as of Q4 2023 after selling out during the quarter.
  • MorganRosel Wealth Management sold 9,355 JPMorgan Diversified Return Emerging Markets Equity ETF shares in Q4 2023, an estimated $471K.
  • MorganRosel Wealth Management first reported a position in JPMorgan Diversified Return Emerging Markets Equity ETF in Q3 2023 and held it in 1 quarter.
  • MorganRosel Wealth Management's JPMorgan Diversified Return Emerging Markets Equity ETF position peaked at $471K in Q3 2023.
  • 111 funds tracked by Wall St. Rank held JPMorgan Diversified Return Emerging Markets Equity ETF as of Q4 2023.

Based on MorganRosel Wealth Management's 13F filing for Q4 2023, filed 19 Jan 2024.