55I LLC’s JPMorgan U.S. Dividend ETF JDIV Stock Holding History

55I LLC’s Portfolio JDIV Stock Details JDIV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-7,268	Closed	-$255K	–	721
2022 Q1	$255K	Buy	+7,268	New	+$247K	0.01%	456

Other funds holding JDIV

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

AIP

Ahrens Investment Partners Lafayette, Louisiana $202M AUM 3.91% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return

WWM

Western Wealth Management Golden, Colorado $2.63B AUM 21.3% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

55I LLC's JDIV Position: Q2 2022 in Review

55I LLC sold out of JPMorgan U.S. Dividend ETF (JDIV) in Q2 2022, closing a stake of 7,268 shares — an estimated $255K sold.

55I LLC first reported a position in JDIV in Q1 2022 and held it in 1 quarter. The position peaked at $255K in Q1 2022. 25 funds tracked by Wall St. Rank hold JDIV as of Q2 2022.

55I LLC reported no remaining JPMorgan U.S. Dividend ETF position as of Q2 2022 after selling out during the quarter.
55I LLC sold 7,268 JPMorgan U.S. Dividend ETF shares in Q2 2022, an estimated $255K.
55I LLC first reported a position in JPMorgan U.S. Dividend ETF in Q1 2022 and held it in 1 quarter.
55I LLC's JPMorgan U.S. Dividend ETF position peaked at $255K in Q1 2022.
25 funds tracked by Wall St. Rank held JPMorgan U.S. Dividend ETF as of Q2 2022.

Based on 55I LLC's 13F filing for Q2 2022, filed 12 Aug 2022.