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Security Financial Services’s JPMorgan Diversified Return Emerging Markets Equity ETF JPEM Stock Holding History

Security Financial Services’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
Q1 		– Sell
-5,151
Closed -$269K – 188
2023
Q4 		$269K Sell
5,151
-174
-3% -$8.73K 0.07% 142
2023
Q3 		$268K Buy
+5,325
New +$274K 0.08% 134

Other funds holding JPEM

4WM
49 Wealth Management Austin, Texas $1.34B AUM 12.81% 1-Year Est. Return
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
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
SA
SAM Advisors Oakhurst, California $319M AUM 17.08% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return
AMM
American Money Management Rancho Santa Fe, California $632M AUM 14.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

Security Financial Services's JPEM Position: Q1 2024 in Review

Security Financial Services sold out of JPMorgan Diversified Return Emerging Markets Equity ETF (JPEM) in Q1 2024, closing a stake of 5,151 shares — an estimated $269K sold.

Security Financial Services first reported a position in JPEM in Q3 2023 and held it in 2 quarters. The position peaked at $269K in Q4 2023. 114 funds tracked by Wall St. Rank hold JPEM as of Q1 2024.

  • Security Financial Services reported no remaining JPMorgan Diversified Return Emerging Markets Equity ETF position as of Q1 2024 after selling out during the quarter.
  • Security Financial Services sold 5,151 JPMorgan Diversified Return Emerging Markets Equity ETF shares in Q1 2024, an estimated $269K.
  • Security Financial Services first reported a position in JPMorgan Diversified Return Emerging Markets Equity ETF in Q3 2023 and held it in 2 quarters.
  • Security Financial Services's JPMorgan Diversified Return Emerging Markets Equity ETF position peaked at $269K in Q4 2023.
  • 114 funds tracked by Wall St. Rank held JPMorgan Diversified Return Emerging Markets Equity ETF as of Q1 2024.

Based on Security Financial Services's 13F filing for Q1 2024, filed 11 Apr 2024.