Strategic Wealth Partners’s JPMorgan Diversified Return Emerging Markets Equity ETF JPEM Stock Holding History

Strategic Wealth Partners’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
2019 Q4	–	Sell	-500	Closed	-$26	–	323
2019 Q3	$26	Hold	500	–	–	﹤0.01%	353
2019 Q2	$27K	Hold	500	–	–	0.01%	288
2019 Q1	$27K	Hold	500	–	–	0.01%	310
2018 Q4	$26K	Hold	500	–	–	0.01%	296
2018 Q3	$27K	Hold	500	–	–	0.01%	293
2018 Q2	$27K	Hold	500	–	–	0.02%	330
2018 Q1	$30K	Hold	500	–	–	0.02%	299
2017 Q4	$29K	Buy	+500	New	+$28.8K	0.02%	271

Other funds holding JPEM

HCM

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

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

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

PFG

Pacific Financial Group Bellevue, Washington $186M AUM 16.59% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

GW & Wade Wellesley, Massachusetts $3.08B AUM 18.99% 1-Year Est. Return

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

AMM

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

Strategic Wealth Partners's JPEM Position: Q4 2019 in Review

Strategic Wealth Partners sold out of JPMorgan Diversified Return Emerging Markets Equity ETF (JPEM) in Q4 2019, closing a stake of 500 shares — an estimated $26 sold.

Strategic Wealth Partners first reported a position in JPEM in Q4 2017 and held it in 8 quarters. The position peaked at $30K in Q1 2018. 72 funds tracked by Wall St. Rank hold JPEM as of Q4 2019.

Strategic Wealth Partners reported no remaining JPMorgan Diversified Return Emerging Markets Equity ETF position as of Q4 2019 after selling out during the quarter.
Strategic Wealth Partners sold 500 JPMorgan Diversified Return Emerging Markets Equity ETF shares in Q4 2019, an estimated $26.
Strategic Wealth Partners first reported a position in JPMorgan Diversified Return Emerging Markets Equity ETF in Q4 2017 and held it in 8 quarters.
Strategic Wealth Partners's JPMorgan Diversified Return Emerging Markets Equity ETF position peaked at $30K in Q1 2018.
72 funds tracked by Wall St. Rank held JPMorgan Diversified Return Emerging Markets Equity ETF as of Q4 2019.

Based on Strategic Wealth Partners's 13F filing for Q4 2019, filed 30 Jan 2020.