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Navalign LLC’s JPMorgan Diversified Return Emerging Markets Equity ETF JPEM Stock Holding History

Navalign LLC’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
-8,859
Closed -$446K – 140
2023
Q3 		$446K Buy
+8,859
New +$455K 0.17% 98

Other funds holding JPEM

4WM
49 Wealth Management Austin, Texas $1.34B AUM 12.81% 1-Year Est. Return
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

Navalign LLC's JPEM Position: Q4 2023 in Review

Navalign LLC sold out of JPMorgan Diversified Return Emerging Markets Equity ETF (JPEM) in Q4 2023, closing a stake of 8,859 shares — an estimated $446K sold.

Navalign LLC first reported a position in JPEM in Q3 2023 and held it in 1 quarter. The position peaked at $446K in Q3 2023. 111 funds tracked by Wall St. Rank hold JPEM as of Q4 2023.

  • Navalign LLC reported no remaining JPMorgan Diversified Return Emerging Markets Equity ETF position as of Q4 2023 after selling out during the quarter.
  • Navalign LLC sold 8,859 JPMorgan Diversified Return Emerging Markets Equity ETF shares in Q4 2023, an estimated $446K.
  • Navalign LLC first reported a position in JPMorgan Diversified Return Emerging Markets Equity ETF in Q3 2023 and held it in 1 quarter.
  • Navalign LLC's JPMorgan Diversified Return Emerging Markets Equity ETF position peaked at $446K in Q3 2023.
  • 111 funds tracked by Wall St. Rank held JPMorgan Diversified Return Emerging Markets Equity ETF as of Q4 2023.

Based on Navalign LLC's 13F filing for Q4 2023, filed 18 Jan 2024.