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

Sowell 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
2021
Q2 		– Sell
-287
Closed -$17K – 1678
2021
Q1 		$17K Buy
+287
New +$16.2K ﹤0.01% 2117

Other funds holding JPEM

OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AMM
American Money Management Rancho Santa Fe, California $632M AUM 14.06% 1-Year Est. Return
CPO
Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BFG
Berger Financial Group Plymouth, Minnesota $1.79B AUM 15.72% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Sowell Financial Services's JPEM Position: Q2 2021 in Review

Sowell Financial Services sold out of JPMorgan Diversified Return Emerging Markets Equity ETF (JPEM) in Q2 2021, closing a stake of 287 shares — an estimated $17K sold.

Sowell Financial Services first reported a position in JPEM in Q1 2021 and held it in 1 quarter. The position peaked at $17K in Q1 2021. 58 funds tracked by Wall St. Rank hold JPEM as of Q2 2021.

  • Sowell Financial Services reported no remaining JPMorgan Diversified Return Emerging Markets Equity ETF position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 287 JPMorgan Diversified Return Emerging Markets Equity ETF shares in Q2 2021, an estimated $17K.
  • Sowell Financial Services first reported a position in JPMorgan Diversified Return Emerging Markets Equity ETF in Q1 2021 and held it in 1 quarter.
  • Sowell Financial Services's JPMorgan Diversified Return Emerging Markets Equity ETF position peaked at $17K in Q1 2021.
  • 58 funds tracked by Wall St. Rank held JPMorgan Diversified Return Emerging Markets Equity ETF as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.