TCWP’s JPMorgan Diversified Return Emerging Markets Equity ETF JPEM Stock Holding History

TCWP’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
2022 Q2	–	Sell	-53	Closed	-$2K	–	1031
2022 Q1	$2K	Buy	+53	New	+$2.99K	﹤0.01%	1334

Other funds holding JPEM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return

CPO

Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

AMM

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

Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return

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

BFG

Berger Financial Group Plymouth, Minnesota $1.79B AUM 15.72% 1-Year Est. Return

WGCA

Wolf Group Capital Advisors Fairfax, Virginia $298M AUM 8.97% 1-Year Est. Return

TCWP's JPEM Position: Q2 2022 in Review

TCWP sold out of JPMorgan Diversified Return Emerging Markets Equity ETF (JPEM) in Q2 2022, closing a stake of 53 shares — an estimated $2K sold.

TCWP first reported a position in JPEM in Q1 2022 and held it in 1 quarter. The position peaked at $2K in Q1 2022. 50 funds tracked by Wall St. Rank hold JPEM as of Q2 2022.

TCWP reported no remaining JPMorgan Diversified Return Emerging Markets Equity ETF position as of Q2 2022 after selling out during the quarter.
TCWP sold 53 JPMorgan Diversified Return Emerging Markets Equity ETF shares in Q2 2022, an estimated $2K.
TCWP first reported a position in JPMorgan Diversified Return Emerging Markets Equity ETF in Q1 2022 and held it in 1 quarter.
TCWP's JPMorgan Diversified Return Emerging Markets Equity ETF position peaked at $2K in Q1 2022.
50 funds tracked by Wall St. Rank held JPMorgan Diversified Return Emerging Markets Equity ETF as of Q2 2022.

Based on TCWP's 13F filing for Q2 2022, filed 15 Aug 2022.