WealthPLAN Partners’s JPMorgan Diversified Return Emerging Markets Equity ETF JPEM Stock Holding History

WealthPLAN Partners’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 Q3	–	Sell	-662	Closed	-$33.4K	–	737
2023 Q2	$33.4K	Buy	662 +8	+1%	+$408	﹤0.01%	581
2023 Q1	$33K	Buy	+654	New	+$33.2K	﹤0.01%	629

Other funds holding JPEM

AWA

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

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

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

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

LPL Financial San Diego, California $445B AUM 25.58% 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

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

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

AMM

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

WealthPLAN Partners's JPEM Position: Q3 2023 in Review

WealthPLAN Partners sold out of JPMorgan Diversified Return Emerging Markets Equity ETF (JPEM) in Q3 2023, closing a stake of 662 shares — an estimated $33.4K sold.

WealthPLAN Partners first reported a position in JPEM in Q1 2023 and held it in 2 quarters. The position peaked at $33.4K in Q2 2023. 107 funds tracked by Wall St. Rank hold JPEM as of Q3 2023.

WealthPLAN Partners reported no remaining JPMorgan Diversified Return Emerging Markets Equity ETF position as of Q3 2023 after selling out during the quarter.
WealthPLAN Partners sold 662 JPMorgan Diversified Return Emerging Markets Equity ETF shares in Q3 2023, an estimated $33.4K.
WealthPLAN Partners first reported a position in JPMorgan Diversified Return Emerging Markets Equity ETF in Q1 2023 and held it in 2 quarters.
WealthPLAN Partners's JPMorgan Diversified Return Emerging Markets Equity ETF position peaked at $33.4K in Q2 2023.
107 funds tracked by Wall St. Rank held JPMorgan Diversified Return Emerging Markets Equity ETF as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.