Opes Advisors’s JPMorgan Diversified Return Emerging Markets Equity ETF JPEM Stock Holding History

Opes Advisors’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
2018 Q4	$2.9M	Buy	+57,079	New	+$2.94M	2.07%	16

Other funds holding JPEM

PFG

Pacific Financial Group Bellevue, Washington $186M AUM 16.59% 1-Year Est. Return

HCM

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

GW & Wade Wellesley, Massachusetts $3.08B AUM 18.99% 1-Year Est. Return

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

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

FWM

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

WGCA

Wolf Group Capital Advisors Fairfax, Virginia $298M AUM 8.97% 1-Year Est. Return

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

Opes Advisors's JPEM Position: Q4 2018 in Review

Opes Advisors opened a new position in JPMorgan Diversified Return Emerging Markets Equity ETF (JPEM) in Q4 2018: 57,079 shares worth $2.9M. The stake represents 2.07% of the portfolio and ranks #16 among its holdings.

59 funds tracked by Wall St. Rank hold JPEM as of Q4 2018.

Opes Advisors held 57,079 shares of JPMorgan Diversified Return Emerging Markets Equity ETF worth $2.9M as of Q4 2018.
JPMorgan Diversified Return Emerging Markets Equity ETF was a new Opes Advisors position in Q4 2018.
JPMorgan Diversified Return Emerging Markets Equity ETF made up 2.07% of Opes Advisors's portfolio in Q4 2018, its #16 holding.
59 funds tracked by Wall St. Rank held JPMorgan Diversified Return Emerging Markets Equity ETF as of Q4 2018.

Based on Opes Advisors's 13F filing for Q4 2018, filed 11 Feb 2019.