PHH Investments’s JPMorgan Diversified Return Emerging Markets Equity ETF JPEM Stock Holding History

PHH Investments’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
2019 Q4	$5.53M	Buy	96,981 +4,260	+5%	+$232K	1.46%	13
2019 Q3	$4.86M	Buy	92,721 +2,894	+3%	+$156K	1.35%	13
2019 Q2	$5M	Buy	89,827 +929	+1%	+$50.5K	1.43%	14
2019 Q1	$4.82M	Buy	88,898 +3,671	+4%	+$197K	1.4%	14
2018 Q4	$4.33M	Sell	85,227 -7,223	-8%	-$372K	1.4%	14
2018 Q3	$5M	Buy	+92,450	New	+$5.03M	1.45%	11

Other funds holding JPEM

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

PFG

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

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

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

AMM

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

PHH Investments's JPEM Position: Q4 2019 in Review

PHH Investments increased its JPMorgan Diversified Return Emerging Markets Equity ETF (JPEM) stake by 4.6% in Q4 2019, buying an estimated $232K and bringing the position to 96,981 shares worth $5.53M. The position accounts for 1.46% of the portfolio, ranked #13.

PHH Investments first reported a position in JPEM in Q3 2018 and has held it in 6 quarters since. 72 funds tracked by Wall St. Rank hold JPEM as of Q4 2019.

PHH Investments held 96,981 shares of JPMorgan Diversified Return Emerging Markets Equity ETF worth $5.53M as of Q4 2019.
PHH Investments bought 4,260 JPMorgan Diversified Return Emerging Markets Equity ETF shares in Q4 2019, an estimated $232K.
JPMorgan Diversified Return Emerging Markets Equity ETF made up 1.46% of PHH Investments's portfolio in Q4 2019, its #13 holding.
PHH Investments first reported a position in JPMorgan Diversified Return Emerging Markets Equity ETF in Q3 2018 and has held it in 6 quarters since.
72 funds tracked by Wall St. Rank held JPMorgan Diversified Return Emerging Markets Equity ETF as of Q4 2019.

Based on PHH Investments's 13F filing for Q4 2019, filed 13 Feb 2020.