Smith, Moore & Co’s JPMorgan Diversified Return Emerging Markets Equity ETF JPEM Stock Holding History

Smith, Moore & Co’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	-34,749	Closed	-$1.75M	–	414
2023 Q3	$1.75M	Buy	34,749 +502	+1%	+$25.8K	0.23%	88
2023 Q2	$1.73M	Buy	+34,247	New	+$1.75M	0.22%	93

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

Smith, Moore & Co's JPEM Position: Q4 2023 in Review

Smith, Moore & Co sold out of JPMorgan Diversified Return Emerging Markets Equity ETF (JPEM) in Q4 2023, closing a stake of 34,749 shares — an estimated $1.75M sold.

Smith, Moore & Co first reported a position in JPEM in Q2 2023 and held it in 2 quarters. The position peaked at $1.75M in Q3 2023. 111 funds tracked by Wall St. Rank hold JPEM as of Q4 2023.

Smith, Moore & Co reported no remaining JPMorgan Diversified Return Emerging Markets Equity ETF position as of Q4 2023 after selling out during the quarter.
Smith, Moore & Co sold 34,749 JPMorgan Diversified Return Emerging Markets Equity ETF shares in Q4 2023, an estimated $1.75M.
Smith, Moore & Co first reported a position in JPMorgan Diversified Return Emerging Markets Equity ETF in Q2 2023 and held it in 2 quarters.
Smith, Moore & Co's JPMorgan Diversified Return Emerging Markets Equity ETF position peaked at $1.75M in Q3 2023.
111 funds tracked by Wall St. Rank held JPMorgan Diversified Return Emerging Markets Equity ETF as of Q4 2023.

Based on Smith, Moore & Co's 13F filing for Q4 2023, filed 13 Feb 2024.