Spire Wealth Management’s JPMorgan Diversified Return Emerging Markets Equity ETF JPEM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
-55
Closed -$2.78K 2463
2023
Q1
$2.78K Buy
55
+5
+10% +$254 ﹤0.01% 2184
2022
Q4
$2K Buy
+50
New +$2.4K ﹤0.01% 2060
2022
Q2
Sell
-49
Closed -$3K 2757
2022
Q1
$3K Buy
+49
New +$2.76K ﹤0.01% 2333

Other funds holding JPEM

Spire Wealth Management's JPEM Position: Q2 2023 in Review

Spire Wealth Management sold out of JPMorgan Diversified Return Emerging Markets Equity ETF (JPEM) in Q2 2023, closing a stake of 55 shares — an estimated $2.78K sold.

Spire Wealth Management first reported a position in JPEM in Q1 2022 and held it in 3 quarters. The position peaked at $3K in Q1 2022. 101 funds tracked by Wall St. Rank hold JPEM as of Q2 2023.

  • Spire Wealth Management reported no remaining JPMorgan Diversified Return Emerging Markets Equity ETF position as of Q2 2023 after selling out during the quarter.
  • Spire Wealth Management sold 55 JPMorgan Diversified Return Emerging Markets Equity ETF shares in Q2 2023, an estimated $2.78K.
  • Spire Wealth Management first reported a position in JPMorgan Diversified Return Emerging Markets Equity ETF in Q1 2022 and held it in 3 quarters.
  • Spire Wealth Management's JPMorgan Diversified Return Emerging Markets Equity ETF position peaked at $3K in Q1 2022.
  • 101 funds tracked by Wall St. Rank held JPMorgan Diversified Return Emerging Markets Equity ETF as of Q2 2023.

Based on Spire Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.