Walkner Condon Financial Advisors’s JPMorgan ActiveBuilders Emerging Markets Equity ETF JEMA Stock Holding History

Walkner Condon Financial Advisors’s Portfolio JEMA Stock Details JEMA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-17,420	Closed	-$592K	–	242
2022 Q4	$592K	Buy	+17,420	New	+$584K	0.18%	109

Other funds holding JEMA

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

PCA

Pallas Capital Advisors Braintree, Massachusetts $2.66B AUM 22.31% 1-Year Est. Return

VAS

Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return

GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

Walkner Condon Financial Advisors's JEMA Position: Q1 2023 in Review

Walkner Condon Financial Advisors sold out of JPMorgan ActiveBuilders Emerging Markets Equity ETF (JEMA) in Q1 2023, closing a stake of 17,420 shares — an estimated $592K sold.

Walkner Condon Financial Advisors first reported a position in JEMA in Q4 2022 and held it in 1 quarter. The position peaked at $592K in Q4 2022. 36 funds tracked by Wall St. Rank hold JEMA as of Q1 2023.

Walkner Condon Financial Advisors reported no remaining JPMorgan ActiveBuilders Emerging Markets Equity ETF position as of Q1 2023 after selling out during the quarter.
Walkner Condon Financial Advisors sold 17,420 JPMorgan ActiveBuilders Emerging Markets Equity ETF shares in Q1 2023, an estimated $592K.
Walkner Condon Financial Advisors first reported a position in JPMorgan ActiveBuilders Emerging Markets Equity ETF in Q4 2022 and held it in 1 quarter.
Walkner Condon Financial Advisors's JPMorgan ActiveBuilders Emerging Markets Equity ETF position peaked at $592K in Q4 2022.
36 funds tracked by Wall St. Rank held JPMorgan ActiveBuilders Emerging Markets Equity ETF as of Q1 2023.

Based on Walkner Condon Financial Advisors's 13F filing for Q1 2023, filed 21 Apr 2023.