RMR Wealth Builders’s JPMorgan Diversified Return Emerging Markets Equity ETF JPEM Stock Holding History

RMR Wealth Builders’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
2023 Q4	–	Sell	-6,503	Closed	-$328K	–	238
2023 Q3	$328K	Buy	+6,503	New	+$334K	0.05%	174

Other funds holding JPEM

4WM

49 Wealth Management Austin, Texas $524M AUM 16.59% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

SAM Advisors Oakhurst, California $366M AUM 19.93% 1-Year Est. Return

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

AWA

Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AMM

American Money Management Rancho Santa Fe, California $700M AUM 20.22% 1-Year Est. Return

RMR Wealth Builders's JPEM Position: Q4 2023 in Review

RMR Wealth Builders sold out of JPMorgan Diversified Return Emerging Markets Equity ETF (JPEM) in Q4 2023, closing a stake of 6,503 shares — an estimated $328K sold.

RMR Wealth Builders first reported a position in JPEM in Q3 2023 and held it in 1 quarter. The position peaked at $328K in Q3 2023. 111 funds tracked by Wall St. Rank hold JPEM as of Q4 2023.

RMR Wealth Builders reported no remaining JPMorgan Diversified Return Emerging Markets Equity ETF position as of Q4 2023 after selling out during the quarter.
RMR Wealth Builders sold 6,503 JPMorgan Diversified Return Emerging Markets Equity ETF shares in Q4 2023, an estimated $328K.
RMR Wealth Builders first reported a position in JPMorgan Diversified Return Emerging Markets Equity ETF in Q3 2023 and held it in 1 quarter.
RMR Wealth Builders's JPMorgan Diversified Return Emerging Markets Equity ETF position peaked at $328K in Q3 2023.
111 funds tracked by Wall St. Rank held JPMorgan Diversified Return Emerging Markets Equity ETF as of Q4 2023.

Based on RMR Wealth Builders's 13F filing for Q4 2023, filed 6 Feb 2024.