Simon Quick Advisors’s JPMorgan Diversified Return Emerging Markets Equity ETF JPEM Stock Holding History

Simon Quick 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
2020 Q2	–	Sell	-855	Closed	-$34K	–	479
2020 Q1	$34K	Hold	855	–	–	0.01%	234
2019 Q4	$49K	Buy	+855	New	+$46.6K	0.02%	225

Other funds holding JPEM

CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return

HCM

Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

AMM

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CPO

Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return

Simon Quick Advisors's JPEM Position: Q2 2020 in Review

Simon Quick Advisors sold out of JPMorgan Diversified Return Emerging Markets Equity ETF (JPEM) in Q2 2020, closing a stake of 855 shares — an estimated $34K sold.

Simon Quick Advisors first reported a position in JPEM in Q4 2019 and held it in 2 quarters. The position peaked at $49K in Q4 2019. 71 funds tracked by Wall St. Rank hold JPEM as of Q2 2020.

Simon Quick Advisors reported no remaining JPMorgan Diversified Return Emerging Markets Equity ETF position as of Q2 2020 after selling out during the quarter.
Simon Quick Advisors sold 855 JPMorgan Diversified Return Emerging Markets Equity ETF shares in Q2 2020, an estimated $34K.
Simon Quick Advisors first reported a position in JPMorgan Diversified Return Emerging Markets Equity ETF in Q4 2019 and held it in 2 quarters.
Simon Quick Advisors's JPMorgan Diversified Return Emerging Markets Equity ETF position peaked at $49K in Q4 2019.
71 funds tracked by Wall St. Rank held JPMorgan Diversified Return Emerging Markets Equity ETF as of Q2 2020.

Based on Simon Quick Advisors's 13F filing for Q2 2020, filed 4 Aug 2020.