Advisor Group’s JPMorgan Diversified Return US Mid Cap Equity ETF JPME Stock Holding History

Advisor Group’s Portfolio JPME Stock Details JPME Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$0	Hold	3	–	–	﹤0.01%	5373
2019 Q3	$0	Sell	3 -301	-99%	-$19.9K	﹤0.01%	5340
2019 Q2	$20K	Buy	304 +3	+1%	+$197	﹤0.01%	3978
2019 Q1	$20K	Hold	301	–	–	﹤0.01%	3978
2018 Q4	$17K	Sell	301 -404	-57%	-$25.1K	﹤0.01%	3917
2018 Q3	$47K	Hold	705	–	–	﹤0.01%	3344
2018 Q2	$46K	Sell	705 -249	-26%	-$16K	﹤0.01%	3157
2018 Q1	$61K	Sell	954 -137	-13%	-$8.83K	﹤0.01%	2917
2017 Q4	$70K	Sell	1,091 -40,202	-97%	-$2.52M	﹤0.01%	2846
2017 Q3	$2.51M	Buy	41,293 +41,226	+61,531%	+$2.45M	0.04%	430
2017 Q2	$4K	Hold	67	–	–	﹤0.01%	4326
2017 Q1	$4K	Buy	+67	New	+$3.78K	﹤0.01%	4206

Other funds holding JPME

CPO

Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return

CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return

FVWA

Foster Victor Wealth Advisors Greenville, South Carolina $1.9B AUM 24.46% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

PFG

Pacific Financial Group Bellevue, Washington $186M AUM 16.59% 1-Year Est. Return

RPSA

Richard P. Slaughter Associates Austin, Texas $510M AUM 21.97% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Appleton Partners Boston, Massachusetts $1.63B AUM 38.57% 1-Year Est. Return

Advisor Group's JPME Position: Q4 2019 in Review

Advisor Group held its JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) position steady in Q4 2019 at 3 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #5373.

Advisor Group first reported a position in JPME in Q1 2017 and has held it in 12 quarters since. The position peaked at $2.51M in Q3 2017. 33 funds tracked by Wall St. Rank hold JPME as of Q4 2019.

Advisor Group held 3 shares of JPMorgan Diversified Return US Mid Cap Equity ETF worth $0 as of Q4 2019.
Advisor Group left its JPMorgan Diversified Return US Mid Cap Equity ETF share count unchanged in Q4 2019.
JPMorgan Diversified Return US Mid Cap Equity ETF made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #5373 holding.
Advisor Group first reported a position in JPMorgan Diversified Return US Mid Cap Equity ETF in Q1 2017 and has held it in 12 quarters since.
Advisor Group's JPMorgan Diversified Return US Mid Cap Equity ETF position peaked at $2.51M in Q3 2017.
33 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Mid Cap Equity ETF as of Q4 2019.

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