Thrivent Financial for Lutherans’s JPMorgan Diversified Return Emerging Markets Equity ETF JPEM Stock Holding History

Thrivent Financial for Lutherans’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
2023 Q1	–	Sell	-129,125	Closed	-$6.4M	–	2476
2022 Q4	$6.4M	Sell	129,125 -26,789	-17%	-$1.28M	0.02%	720
2022 Q3	$6.97M	Buy	155,914 +27,678	+22%	+$1.35M	0.02%	697
2022 Q2	$6.34M	Buy	128,236 +33,715	+36%	+$1.77M	0.02%	746
2022 Q1	$5.27M	Buy	+94,521	New	+$5.33M	0.01%	870
2021 Q4	–	Hold	0	–	–	–	1377
2021 Q3	–	Hold	0	–	–	–	1052
2021 Q2	–	Hold	0	–	–	–	1410
2021 Q1	–	Hold	0	–	–	–	2224

Other funds holding JPEM

AWA

Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return

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

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

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

TFA

Teamwork Financial Advisors San Antonio, Texas $1.1B AUM 39.98% 1-Year Est. Return

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

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

Thrivent Financial for Lutherans's JPEM Position: Q1 2023 in Review

Thrivent Financial for Lutherans sold out of JPMorgan Diversified Return Emerging Markets Equity ETF (JPEM) in Q1 2023, closing a stake of 129,125 shares — an estimated $6.4M sold.

Thrivent Financial for Lutherans first reported a position in JPEM in Q1 2022 and held it in 4 quarters. The position peaked at $6.97M in Q3 2022. 87 funds tracked by Wall St. Rank hold JPEM as of Q1 2023.

Thrivent Financial for Lutherans reported no remaining JPMorgan Diversified Return Emerging Markets Equity ETF position as of Q1 2023 after selling out during the quarter.
Thrivent Financial for Lutherans sold 129,125 JPMorgan Diversified Return Emerging Markets Equity ETF shares in Q1 2023, an estimated $6.4M.
Thrivent Financial for Lutherans first reported a position in JPMorgan Diversified Return Emerging Markets Equity ETF in Q1 2022 and held it in 4 quarters.
Thrivent Financial for Lutherans's JPMorgan Diversified Return Emerging Markets Equity ETF position peaked at $6.97M in Q3 2022.
87 funds tracked by Wall St. Rank held JPMorgan Diversified Return Emerging Markets Equity ETF as of Q1 2023.

Based on Thrivent Financial for Lutherans's 13F filing for Q1 2023, filed 17 May 2023.