Patriot Financial Group Insurance Agency’s JPMorgan Diversified Return Emerging Markets Equity ETF JPEM Stock Holding History

Patriot Financial Group Insurance Agency’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
2022 Q3	–	Sell	-378	Closed	-$19K	–	1216
2022 Q2	$19K	Buy	378 +1	+0.3%	+$53	﹤0.01%	1026
2022 Q1	$21K	Buy	377 +1	+0.3%	+$56	﹤0.01%	1070
2021 Q4	$21K	Sell	376 -888	-70%	-$50.9K	﹤0.01%	1201
2021 Q3	$73K	Sell	1,264 -216	-15%	-$12.7K	0.01%	745
2021 Q2	$88K	Sell	1,480 -162	-10%	-$9.53K	0.02%	670
2021 Q1	$93K	Buy	1,642 +1,372	+508%	+$77.6K	0.02%	582
2020 Q4	$15K	Buy	270 +4	+2%	+$203	﹤0.01%	1081
2020 Q3	$12K	Hold	266	–	–	﹤0.01%	972
2020 Q2	$12K	Sell	266 -27	-9%	-$1.18K	﹤0.01%	911
2020 Q1	$12K	Buy	+293	New	+$14.9K	0.01%	803

Other funds holding JPEM

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

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

Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return

CPO

Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return

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

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

AMM

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

Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return

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

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

Patriot Financial Group Insurance Agency's JPEM Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of JPMorgan Diversified Return Emerging Markets Equity ETF (JPEM) in Q3 2022, closing a stake of 378 shares — an estimated $19K sold.

Patriot Financial Group Insurance Agency first reported a position in JPEM in Q1 2020 and held it in 10 quarters. The position peaked at $93K in Q1 2021. 58 funds tracked by Wall St. Rank hold JPEM as of Q3 2022.

Patriot Financial Group Insurance Agency reported no remaining JPMorgan Diversified Return Emerging Markets Equity ETF position as of Q3 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 378 JPMorgan Diversified Return Emerging Markets Equity ETF shares in Q3 2022, an estimated $19K.
Patriot Financial Group Insurance Agency first reported a position in JPMorgan Diversified Return Emerging Markets Equity ETF in Q1 2020 and held it in 10 quarters.
Patriot Financial Group Insurance Agency's JPMorgan Diversified Return Emerging Markets Equity ETF position peaked at $93K in Q1 2021.
58 funds tracked by Wall St. Rank held JPMorgan Diversified Return Emerging Markets Equity ETF as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.