Sanctuary Wealth Management’s JPMorgan Diversified Return Emerging Markets Equity ETF JPEM Stock Holding History

Sanctuary Wealth Management’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	-50	Closed	-$2.52K	–	294
2023 Q3	$2.52K	Hold	50	–	–	﹤0.01%	190
2023 Q2	$2.52K	Buy	+50	New	+$2.55K	﹤0.01%	193
2022 Q4	$2.46K	Buy	+50	New	+$2.4K	﹤0.01%	179

Other funds holding JPEM

4WM

49 Wealth Management Austin, Texas $1.34B AUM 12.81% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

SAM Advisors Oakhurst, California $319M AUM 17.08% 1-Year Est. Return

Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return

AWA

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

AMM

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

Sanctuary Wealth Management's JPEM Position: Q4 2023 in Review

Sanctuary Wealth Management sold out of JPMorgan Diversified Return Emerging Markets Equity ETF (JPEM) in Q4 2023, closing a stake of 50 shares — an estimated $2.52K sold.

Sanctuary Wealth Management first reported a position in JPEM in Q4 2022 and held it in 3 quarters. The position peaked at $2.52K in Q2 2023. 111 funds tracked by Wall St. Rank hold JPEM as of Q4 2023.

Sanctuary Wealth Management reported no remaining JPMorgan Diversified Return Emerging Markets Equity ETF position as of Q4 2023 after selling out during the quarter.
Sanctuary Wealth Management sold 50 JPMorgan Diversified Return Emerging Markets Equity ETF shares in Q4 2023, an estimated $2.52K.
Sanctuary Wealth Management first reported a position in JPMorgan Diversified Return Emerging Markets Equity ETF in Q4 2022 and held it in 3 quarters.
Sanctuary Wealth Management's JPMorgan Diversified Return Emerging Markets Equity ETF position peaked at $2.52K in Q2 2023.
111 funds tracked by Wall St. Rank held JPMorgan Diversified Return Emerging Markets Equity ETF as of Q4 2023.

Based on Sanctuary Wealth Management's 13F filing for Q4 2023, filed 7 Feb 2024.