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

Opes 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
2020 Q1	–	Sell	-8,430	Closed	-$481K	–	52
2019 Q4	$481K	Sell	8,430 -4,860	-37%	-$265K	0.29%	32
2019 Q3	$697K	Hold	13,290	–	–	0.46%	30
2019 Q2	$739K	Hold	13,290	–	–	0.51%	29
2019 Q1	$721K	Buy	+13,290	New	+$715K	0.53%	27

Other funds holding JPEM

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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

HCM

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

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

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

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

AMM

American Money Management Rancho Santa Fe, California $632M AUM 14.06% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Opes Wealth Management's JPEM Position: Q1 2020 in Review

Opes Wealth Management sold out of JPMorgan Diversified Return Emerging Markets Equity ETF (JPEM) in Q1 2020, closing a stake of 8,430 shares — an estimated $481K sold.

Opes Wealth Management first reported a position in JPEM in Q1 2019 and held it in 4 quarters. The position peaked at $739K in Q2 2019. 72 funds tracked by Wall St. Rank hold JPEM as of Q1 2020.

Opes Wealth Management reported no remaining JPMorgan Diversified Return Emerging Markets Equity ETF position as of Q1 2020 after selling out during the quarter.
Opes Wealth Management sold 8,430 JPMorgan Diversified Return Emerging Markets Equity ETF shares in Q1 2020, an estimated $481K.
Opes Wealth Management first reported a position in JPMorgan Diversified Return Emerging Markets Equity ETF in Q1 2019 and held it in 4 quarters.
Opes Wealth Management's JPMorgan Diversified Return Emerging Markets Equity ETF position peaked at $739K in Q2 2019.
72 funds tracked by Wall St. Rank held JPMorgan Diversified Return Emerging Markets Equity ETF as of Q1 2020.

Based on Opes Wealth Management's 13F filing for Q1 2020, filed 16 Apr 2020.