Advisor Group’s JPMorgan U.S. Dividend ETF JDIV Stock Holding History

Advisor Group’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
2019 Q4	$57K	Buy	2,048 +20	+1%	+$545	﹤0.01%	3337
2019 Q3	$55K	Buy	2,028 +528	+35%	+$13.9K	﹤0.01%	3331
2019 Q2	$40K	Buy	+1,500	New	+$39.4K	﹤0.01%	3533

Other funds holding JDIV

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

RFWA

RPg Family Wealth Advisory Burlington, Massachusetts $479M AUM 25.83% 1-Year Est. Return

ACM

Avalon Capital Management Port Of Redwood City, California $423M AUM 54.12% 1-Year Est. Return

MFG

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

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

CBFP

Cedar Brook Financial Partners Cleveland, Ohio $698K AUM 46.64% 1-Year Est. Return

SFSIG

San Francisco Sentry Investment Group San Francisco, California $192M AUM 276.26% 1-Year Est. Return

Advisor Group's JDIV Position: Q4 2019 in Review

Advisor Group increased its JPMorgan U.S. Dividend ETF (JDIV) stake by 0.99% in Q4 2019, buying an estimated $545 and bringing the position to 2,048 shares worth $57K. The position accounts for ﹤0.01% of the portfolio, ranked #3337.

Advisor Group first reported a position in JDIV in Q2 2019 and has held it in 3 quarters since. 15 funds tracked by Wall St. Rank hold JDIV as of Q4 2019.

Advisor Group held 2,048 shares of JPMorgan U.S. Dividend ETF worth $57K as of Q4 2019.
Advisor Group bought 20 JPMorgan U.S. Dividend ETF shares in Q4 2019, an estimated $545.
JPMorgan U.S. Dividend ETF made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #3337 holding.
Advisor Group first reported a position in JPMorgan U.S. Dividend ETF in Q2 2019 and has held it in 3 quarters since.
15 funds tracked by Wall St. Rank held JPMorgan U.S. Dividend ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.