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

Tobias 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
2020
Q1 		– Sell
-4,812
Closed -$274K – 168
2019
Q4 		$274K Buy
+4,812
New +$262K 0.18% 45

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Tobias Financial Advisors's JPEM Position: Q1 2020 in Review

Tobias Financial Advisors sold out of JPMorgan Diversified Return Emerging Markets Equity ETF (JPEM) in Q1 2020, closing a stake of 4,812 shares — an estimated $274K sold.

Tobias Financial Advisors first reported a position in JPEM in Q4 2019 and held it in 1 quarter. The position peaked at $274K in Q4 2019. 72 funds tracked by Wall St. Rank hold JPEM as of Q1 2020.

  • Tobias Financial Advisors reported no remaining JPMorgan Diversified Return Emerging Markets Equity ETF position as of Q1 2020 after selling out during the quarter.
  • Tobias Financial Advisors sold 4,812 JPMorgan Diversified Return Emerging Markets Equity ETF shares in Q1 2020, an estimated $274K.
  • Tobias Financial Advisors first reported a position in JPMorgan Diversified Return Emerging Markets Equity ETF in Q4 2019 and held it in 1 quarter.
  • Tobias Financial Advisors's JPMorgan Diversified Return Emerging Markets Equity ETF position peaked at $274K in Q4 2019.
  • 72 funds tracked by Wall St. Rank held JPMorgan Diversified Return Emerging Markets Equity ETF as of Q1 2020.

Based on Tobias Financial Advisors's 13F filing for Q1 2020, filed 13 May 2020.