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Orion Portfolio Solutions’s JPMorgan Diversified Return Emerging Markets Equity ETF JPEM Stock Holding History

Orion Portfolio Solutions’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
Q3 		– Sell
-143
Closed -$7K – 1281
2020
Q2 		$7K Buy
143
+3
+2% +$131 ﹤0.01% 1335
2020
Q1 		$6K Sell
140
-8
-5% -$407 ﹤0.01% 1238
2019
Q4 		$8K Buy
+148
New +$8.07K ﹤0.01% 1092

Other funds holding JPEM

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
FPF
First Pacific Financial Vancouver, Washington $839M AUM 19.87% 1-Year Est. Return
AMM
American Money Management Rancho Santa Fe, California $632M AUM 14.06% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Orion Portfolio Solutions's JPEM Position: Q3 2020 in Review

Orion Portfolio Solutions sold out of JPMorgan Diversified Return Emerging Markets Equity ETF (JPEM) in Q3 2020, closing a stake of 143 shares — an estimated $7K sold.

Orion Portfolio Solutions first reported a position in JPEM in Q4 2019 and held it in 3 quarters. The position peaked at $8K in Q4 2019. 65 funds tracked by Wall St. Rank hold JPEM as of Q3 2020.

  • Orion Portfolio Solutions reported no remaining JPMorgan Diversified Return Emerging Markets Equity ETF position as of Q3 2020 after selling out during the quarter.
  • Orion Portfolio Solutions sold 143 JPMorgan Diversified Return Emerging Markets Equity ETF shares in Q3 2020, an estimated $7K.
  • Orion Portfolio Solutions first reported a position in JPMorgan Diversified Return Emerging Markets Equity ETF in Q4 2019 and held it in 3 quarters.
  • Orion Portfolio Solutions's JPMorgan Diversified Return Emerging Markets Equity ETF position peaked at $8K in Q4 2019.
  • 65 funds tracked by Wall St. Rank held JPMorgan Diversified Return Emerging Markets Equity ETF as of Q3 2020.

Based on Orion Portfolio Solutions's 13F filing for Q3 2020, filed 13 Nov 2020.