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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

SAM Advisors Oakhurst, California $366M AUM 19.93% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return

AMM

American Money Management Rancho Santa Fe, California $700M AUM 20.22% 1-Year Est. Return

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return

AAS

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

Teamwork Financial Advisors's JPEM Position: Q2 2024 in Review

Teamwork Financial Advisors sold out of JPMorgan Diversified Return Emerging Markets Equity ETF (JPEM) in Q2 2024, closing a stake of 4,551 shares — an estimated $243K sold.

Teamwork Financial Advisors first reported a position in JPEM in Q1 2023 and held it in 5 quarters. The position peaked at $7.82M in Q1 2023. 120 funds tracked by Wall St. Rank hold JPEM as of Q2 2024.

Teamwork Financial Advisors reported no remaining JPMorgan Diversified Return Emerging Markets Equity ETF position as of Q2 2024 after selling out during the quarter.
Teamwork Financial Advisors sold 4,551 JPMorgan Diversified Return Emerging Markets Equity ETF shares in Q2 2024, an estimated $243K.
Teamwork Financial Advisors first reported a position in JPMorgan Diversified Return Emerging Markets Equity ETF in Q1 2023 and held it in 5 quarters.
Teamwork Financial Advisors's JPMorgan Diversified Return Emerging Markets Equity ETF position peaked at $7.82M in Q1 2023.
120 funds tracked by Wall St. Rank held JPMorgan Diversified Return Emerging Markets Equity ETF as of Q2 2024.

Based on Teamwork Financial Advisors's 13F filing for Q2 2024, filed 6 Aug 2024.