Advisor Group’s JPMorgan Diversified Return Global Equity ETF JPGE Stock Holding History

Advisor Group’s Portfolio JPGE Stock Details JPGE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$292K	Hold	4,690	–	–	﹤0.01%	2086
2019 Q3	$278K	Sell	4,690 -57	-1%	-$3.35K	﹤0.01%	2072
2019 Q2	$283K	Sell	4,747 -8	-0.2%	-$475	﹤0.01%	2045
2019 Q1	$281K	Sell	4,755 -247	-5%	-$14.4K	﹤0.01%	2013
2018 Q4	$273K	Sell	5,002 -496	-9%	-$28.4K	﹤0.01%	1863
2018 Q3	$337K	Sell	5,498 -79	-1%	-$4.82K	﹤0.01%	1779
2018 Q2	$336K	Sell	5,577 -13,267	-70%	-$822K	﹤0.01%	1609
2018 Q1	$1.16M	Sell	18,844 -354	-2%	-$22.2K	0.02%	787
2017 Q4	$1.2M	Buy	19,198 +13,616	+244%	+$838K	0.02%	783
2017 Q3	$332K	Buy	5,582 +5,073	+997%	+$298K	0.01%	1463
2017 Q2	$29K	Buy	+509	New	+$28.6K	﹤0.01%	3245
2017 Q1	–	Sell	-7,901	Closed	-$402K	–	4864
2016 Q4	$402K	Sell	7,901 -226	-3%	-$11.7K	0.01%	1131
2016 Q3	$436K	Buy	8,127 +14	+0.2%	+$735	0.01%	1043
2016 Q2	$412K	Buy	+8,113	New	+$411K	0.01%	1022

Other funds holding JPGE

UWM

USAdvisors Wealth Management Eden Prairie, Minnesota $349M AUM 20.25% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JWBC

John W. Brooker & Co Oakland, California $82.8M AUM 15.92% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

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

BFG

Barber Financial Group Lenexa, Kansas $567M AUM 5.25% 1-Year Est. Return

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

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Advisor Group's JPGE Position: Q4 2019 in Review

Advisor Group held its JPMorgan Diversified Return Global Equity ETF (JPGE) position steady in Q4 2019 at 4,690 shares worth $292K. The position accounts for ﹤0.01% of the portfolio, ranked #2086.

Advisor Group first reported a position in JPGE in Q2 2016 and has held it in 14 quarters since. The position peaked at $1.2M in Q4 2017. 42 funds tracked by Wall St. Rank hold JPGE as of Q4 2019.

Advisor Group held 4,690 shares of JPMorgan Diversified Return Global Equity ETF worth $292K as of Q4 2019.
Advisor Group left its JPMorgan Diversified Return Global Equity ETF share count unchanged in Q4 2019.
JPMorgan Diversified Return Global Equity ETF made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #2086 holding.
Advisor Group first reported a position in JPMorgan Diversified Return Global Equity ETF in Q2 2016 and has held it in 14 quarters since.
Advisor Group's JPMorgan Diversified Return Global Equity ETF position peaked at $1.2M in Q4 2017.
42 funds tracked by Wall St. Rank held JPMorgan Diversified Return Global Equity ETF as of Q4 2019.

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