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Raymond James Financial Services Advisors’s JPMorgan Diversified Return Emerging Markets Equity ETF JPEM Stock Holding History

Raymond James Financial Services 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
2024
Q3 		$987K Buy
17,432
+1,299
+8% +$71.1K ﹤0.01% 2174
2024
Q2 		$872K Sell
16,133
-630
-4% -$34.6K ﹤0.01% 2175
2024
Q1 		$896K Buy
16,763
+765
+5% +$40.5K ﹤0.01% 2135
2023
Q4 		$837K Sell
15,998
-1,683
-10% -$84.4K ﹤0.01% 2096
2023
Q3 		$891K Buy
17,681
+6,493
+58% +$334K ﹤0.01% 1972
2023
Q2 		$565K Buy
11,188
+5,881
+111% +$300K ﹤0.01% 2274
2023
Q1 		$268K Buy
5,307
+164
+3% +$8.33K ﹤0.01% 2716
2022
Q4 		$253K Sell
5,143
-17,775
-78% -$852K ﹤0.01% 2697
2022
Q3 		$1.02M Buy
+22,918
New +$1.12M ﹤0.01% 1799
2022
Q1 		– Sell
-12,185
Closed -$692K – 3400
2021
Q4 		$692K Buy
12,185
+446
+4% +$25.5K ﹤0.01% 2183
2021
Q3 		$676K Buy
11,739
+170
+1% +$9.97K ﹤0.01% 2179
2021
Q2 		$686K Sell
11,569
-96,623
-89% -$5.69M ﹤0.01% 2173
2021
Q1 		$6.12M Buy
108,192
+97,311
+894% +$5.51M 0.01% 806
2020
Q4 		$597K Sell
10,881
-897
-8% -$45.6K ﹤0.01% 2033
2020
Q3 		$550K Sell
11,778
-677
-5% -$32.8K ﹤0.01% 1897
2020
Q2 		$573K Sell
12,455
-2,011
-14% -$88.1K ﹤0.01% 1825
2020
Q1 		$574K Sell
14,466
-105
-0.7% -$5.34K ﹤0.01% 1465
2019
Q4 		$831K Sell
14,571
-2,957
-17% -$161K ﹤0.01% 1649
2019
Q3 		$919K Sell
17,528
-547
-3% -$29.5K ﹤0.01% 1518
2019
Q2 		$1M Buy
18,075
+5,991
+50% +$326K ﹤0.01% 1497
2019
Q1 		$655K Sell
12,084
-47,571
-80% -$2.56M ﹤0.01% 1708
2018
Q4 		$3.03M Buy
59,655
+1,494
+3% +$77K 0.02% 714
2018
Q3 		$3.14M Sell
58,161
-4,801
-8% -$261K 0.01% 835
2018
Q2 		$3.4M Sell
62,962
-5,431
-8% -$314K 0.02% 765
2018
Q1 		$4.15M Buy
68,393
+30,098
+79% +$1.85M 0.02% 630
2017
Q4 		$2.23M Buy
38,295
+11,948
+45% +$688K 0.01% 856
2017
Q3 		$1.49M Buy
26,347
+20,958
+389% +$1.17M 0.01% 1067
2017
Q2 		$282K Buy
+5,389
New +$280K ﹤0.01% 2017

Other funds holding JPEM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SA
SAM Advisors Oakhurst, California $319M AUM 17.08% 1-Year Est. Return
AMM
American Money Management Rancho Santa Fe, California $632M AUM 14.06% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return

Raymond James Financial Services Advisors's JPEM Position: Q3 2024 in Review

Raymond James Financial Services Advisors increased its JPMorgan Diversified Return Emerging Markets Equity ETF (JPEM) stake by 8.1% in Q3 2024, buying an estimated $71.1K and bringing the position to 17,432 shares worth $987K. The position accounts for ﹤0.01% of the portfolio, ranked #2174.

Raymond James Financial Services Advisors first reported a position in JPEM in Q2 2017 and has held it in 28 quarters since. The position peaked at $6.12M in Q1 2021. 113 funds tracked by Wall St. Rank hold JPEM as of Q3 2024.

  • Raymond James Financial Services Advisors held 17,432 shares of JPMorgan Diversified Return Emerging Markets Equity ETF worth $987K as of Q3 2024.
  • Raymond James Financial Services Advisors bought 1,299 JPMorgan Diversified Return Emerging Markets Equity ETF shares in Q3 2024, an estimated $71.1K.
  • JPMorgan Diversified Return Emerging Markets Equity ETF made up ﹤0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #2174 holding.
  • Raymond James Financial Services Advisors first reported a position in JPMorgan Diversified Return Emerging Markets Equity ETF in Q2 2017 and has held it in 28 quarters since.
  • Raymond James Financial Services Advisors's JPMorgan Diversified Return Emerging Markets Equity ETF position peaked at $6.12M in Q1 2021.
  • 113 funds tracked by Wall St. Rank held JPMorgan Diversified Return Emerging Markets Equity ETF as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.