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Wintrust Investments’s JPMorgan Diversified Return Emerging Markets Equity ETF JPEM Stock Holding History

Wintrust Investments’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
Q4 		$77K Sell
1,495
-282
-16% -$15.3K 0.07% 196
2024
Q3 		$100K Sell
1,777
-13,454
-88% -$736K 0.07% 214
2024
Q2 		$824K Buy
+15,231
New +$836K 0.07% 219

Other funds holding JPEM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SA
SAM Advisors Oakhurst, California $366M AUM 19.93% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AMM
American Money Management Rancho Santa Fe, California $700M AUM 20.22% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $8.43B AUM 52.02% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $77.5B AUM 27.94% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

Wintrust Investments's JPEM Position: Q4 2024 in Review

Wintrust Investments reduced its JPMorgan Diversified Return Emerging Markets Equity ETF (JPEM) stake by 16% in Q4 2024, selling an estimated $15.3K and leaving 1,495 shares worth $77K. The position accounts for 0.07% of the portfolio, ranked #196.

Wintrust Investments first reported a position in JPEM in Q2 2024 and has held it in 3 quarters since. The position peaked at $824K in Q2 2024. 120 funds tracked by Wall St. Rank hold JPEM as of Q4 2024.

  • Wintrust Investments held 1,495 shares of JPMorgan Diversified Return Emerging Markets Equity ETF worth $77K as of Q4 2024.
  • Wintrust Investments sold 282 JPMorgan Diversified Return Emerging Markets Equity ETF shares in Q4 2024, an estimated $15.3K.
  • JPMorgan Diversified Return Emerging Markets Equity ETF made up 0.07% of Wintrust Investments's portfolio in Q4 2024, its #196 holding.
  • Wintrust Investments first reported a position in JPMorgan Diversified Return Emerging Markets Equity ETF in Q2 2024 and has held it in 3 quarters since.
  • Wintrust Investments's JPMorgan Diversified Return Emerging Markets Equity ETF position peaked at $824K in Q2 2024.
  • 120 funds tracked by Wall St. Rank held JPMorgan Diversified Return Emerging Markets Equity ETF as of Q4 2024.

Based on Wintrust Investments's 13F filing for Q4 2024, filed 10 Feb 2025.