Advisor Group’s JPMorgan Event Driven ETF JPED Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q4
$55K Sell
2,055
-364
-15% -$9.48K ﹤0.01% 3362
2019
Q3
$62K Buy
2,419
+978
+68% +$24.6K ﹤0.01% 3236
2019
Q2
$37K Buy
+1,441
New +$36.8K ﹤0.01% 3572

Other funds holding JPED

Advisor Group's JPED Position: Q4 2019 in Review

Advisor Group reduced its JPMorgan Event Driven ETF (JPED) stake by 15% in Q4 2019, selling an estimated $9.48K and leaving 2,055 shares worth $55K. The position accounts for ﹤0.01% of the portfolio, ranked #3362.

Advisor Group first reported a position in JPED in Q2 2019 and has held it in 3 quarters since. The position peaked at $62K in Q3 2019. 4 funds tracked by Wall St. Rank hold JPED as of Q4 2019.

  • Advisor Group held 2,055 shares of JPMorgan Event Driven ETF worth $55K as of Q4 2019.
  • Advisor Group sold 364 JPMorgan Event Driven ETF shares in Q4 2019, an estimated $9.48K.
  • JPMorgan Event Driven ETF made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #3362 holding.
  • Advisor Group first reported a position in JPMorgan Event Driven ETF in Q2 2019 and has held it in 3 quarters since.
  • Advisor Group's JPMorgan Event Driven ETF position peaked at $62K in Q3 2019.
  • 4 funds tracked by Wall St. Rank held JPMorgan Event Driven ETF as of Q4 2019.

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