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

Stratos 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
2024
Q1 		– Sell
-4,504
Closed -$236K – 1429
2023
Q4 		$236K Sell
4,504
-1,017
-18% -$51K ﹤0.01% 1201
2023
Q3 		$278K Sell
5,521
-91
-2% -$4.68K 0.01% 1047
2023
Q2 		$283K Buy
+5,612
New +$286K 0.01% 982

Other funds holding JPEM

4WM
49 Wealth Management Austin, Texas $1.34B AUM 12.81% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
SA
SAM Advisors Oakhurst, California $319M AUM 17.08% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return
AMM
American Money Management Rancho Santa Fe, California $632M AUM 14.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

Stratos Wealth Partners's JPEM Position: Q1 2024 in Review

Stratos Wealth Partners sold out of JPMorgan Diversified Return Emerging Markets Equity ETF (JPEM) in Q1 2024, closing a stake of 4,504 shares — an estimated $236K sold.

Stratos Wealth Partners first reported a position in JPEM in Q2 2023 and held it in 3 quarters. The position peaked at $283K in Q2 2023. 114 funds tracked by Wall St. Rank hold JPEM as of Q1 2024.

  • Stratos Wealth Partners reported no remaining JPMorgan Diversified Return Emerging Markets Equity ETF position as of Q1 2024 after selling out during the quarter.
  • Stratos Wealth Partners sold 4,504 JPMorgan Diversified Return Emerging Markets Equity ETF shares in Q1 2024, an estimated $236K.
  • Stratos Wealth Partners first reported a position in JPMorgan Diversified Return Emerging Markets Equity ETF in Q2 2023 and held it in 3 quarters.
  • Stratos Wealth Partners's JPMorgan Diversified Return Emerging Markets Equity ETF position peaked at $283K in Q2 2023.
  • 114 funds tracked by Wall St. Rank held JPMorgan Diversified Return Emerging Markets Equity ETF as of Q1 2024.

Based on Stratos Wealth Partners's 13F filing for Q1 2024, filed 16 Apr 2024.