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Sequent Planning’s JPMorgan Diversified Return Emerging Markets Equity ETF JPEM Stock Holding History

Sequent Planning’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 		– Sell
-10,233
Closed -$554K – 155
2024
Q2 		$554K Sell
10,233
-843
-8% -$46.3K 0.19% 87
2024
Q1 		$592K Buy
+11,076
New +$586K 0.21% 85

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

Sequent Planning's JPEM Position: Q3 2024 in Review

Sequent Planning sold out of JPMorgan Diversified Return Emerging Markets Equity ETF (JPEM) in Q3 2024, closing a stake of 10,233 shares — an estimated $554K sold.

Sequent Planning first reported a position in JPEM in Q1 2024 and held it in 2 quarters. The position peaked at $592K in Q1 2024. 113 funds tracked by Wall St. Rank hold JPEM as of Q3 2024.

  • Sequent Planning reported no remaining JPMorgan Diversified Return Emerging Markets Equity ETF position as of Q3 2024 after selling out during the quarter.
  • Sequent Planning sold 10,233 JPMorgan Diversified Return Emerging Markets Equity ETF shares in Q3 2024, an estimated $554K.
  • Sequent Planning first reported a position in JPMorgan Diversified Return Emerging Markets Equity ETF in Q1 2024 and held it in 2 quarters.
  • Sequent Planning's JPMorgan Diversified Return Emerging Markets Equity ETF position peaked at $592K in Q1 2024.
  • 113 funds tracked by Wall St. Rank held JPMorgan Diversified Return Emerging Markets Equity ETF as of Q3 2024.

Based on Sequent Planning's 13F filing for Q3 2024, filed 14 Nov 2024.