Teamwork Financial Advisors’s JPMorgan Diversified Return Emerging Markets Equity ETF JPEM Stock Holding History

Teamwork Financial Advisors’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 Q2	–	Sell	-4,551	Closed	-$243K	–	169
2024 Q1	$243K	Sell	4,551 -620	-12%	-$32.8K	0.04%	163
2023 Q4	$270K	Sell	5,171 -4,434	-46%	-$222K	0.05%	152
2023 Q3	$484K	Sell	9,605 -126,924	-93%	-$6.52M	0.08%	130
2023 Q2	$6.89M	Sell	136,529 -18,444	-12%	-$941K	1.12%	18
2023 Q1	$7.82M	Buy	+154,973	New	+$7.87M	1.45%	12

Other funds holding JPEM

Bank of America

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

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

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

Corient Private Wealth

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

SAM Advisors Oakhurst, California $319M AUM 17.08% 1-Year Est. Return

Cerity Partners

Cerity Partners New York $70.5B AUM 21.68% 1-Year Est. Return

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

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

Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return