MSI Financial Services’s JPMorgan Diversified Return Emerging Markets Equity ETF JPEM Stock Holding History

MSI Financial Services’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
2016 Q4	$31K	Buy	679 +97	+17%	+$4.61K	﹤0.01%	2142
2016 Q3	$28K	Buy	582 +126	+28%	+$6.04K	﹤0.01%	2173
2016 Q2	$21K	Buy	456 +84	+23%	+$3.65K	﹤0.01%	2313
2016 Q1	$16K	Buy	372 +105	+39%	+$4.15K	﹤0.01%	2447
2015 Q4	$11K	Buy	+267	New	+$11.8K	﹤0.01%	2659

Other funds holding JPEM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

FWM

Frontier Wealth Management Kansas City, Missouri $1.38B AUM 6.3% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return

BFEC

Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

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

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

SAM

Shamrock Asset Management Dallas, Texas $128M AUM 2.65% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MSI Financial Services's JPEM Position: Q4 2016 in Review

MSI Financial Services increased its JPMorgan Diversified Return Emerging Markets Equity ETF (JPEM) stake by 17% in Q4 2016, buying an estimated $4.61K and bringing the position to 679 shares worth $31K. The position accounts for ﹤0.01% of the portfolio, ranked #2142.

MSI Financial Services first reported a position in JPEM in Q4 2015 and has held it in 5 quarters since. 13 funds tracked by Wall St. Rank hold JPEM as of Q4 2016.

MSI Financial Services held 679 shares of JPMorgan Diversified Return Emerging Markets Equity ETF worth $31K as of Q4 2016.
MSI Financial Services bought 97 JPMorgan Diversified Return Emerging Markets Equity ETF shares in Q4 2016, an estimated $4.61K.
JPMorgan Diversified Return Emerging Markets Equity ETF made up ﹤0.01% of MSI Financial Services's portfolio in Q4 2016, its #2142 holding.
MSI Financial Services first reported a position in JPMorgan Diversified Return Emerging Markets Equity ETF in Q4 2015 and has held it in 5 quarters since.
13 funds tracked by Wall St. Rank held JPMorgan Diversified Return Emerging Markets Equity ETF as of Q4 2016.

Based on MSI Financial Services's 13F filing for Q4 2016, filed 13 Jan 2017.