AWM
JPGE

AE Wealth Management’s JPMorgan Diversified Return Global Equity ETF JPGE Stock Holding History

AE Wealth Management’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
2020
Q1 		– Sell
-41,523
Closed -$2.58M – 1306
2019
Q4 		$2.58M Buy
41,523
+945
+2% +$57.5K 0.06% 287
2019
Q3 		$2.4M Buy
40,578
+3,420
+9% +$201K 0.07% 239
2019
Q2 		$2.21M Buy
+37,158
New +$2.21M 0.07% 220

Other funds holding JPGE

UWM
USAdvisors Wealth Management Eden Prairie, Minnesota $349M AUM 20.25% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
JWBC
John W. Brooker & Co Oakland, California $82.8M AUM 15.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AWA
Acorn Wealth Advisors Grand Blanc, Michigan $410M AUM 21.57% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return

AE Wealth Management's JPGE Position: Q1 2020 in Review

AE Wealth Management sold out of JPMorgan Diversified Return Global Equity ETF (JPGE) in Q1 2020, closing a stake of 41,523 shares — an estimated $2.58M sold.

AE Wealth Management first reported a position in JPGE in Q2 2019 and held it in 3 quarters. The position peaked at $2.58M in Q4 2019. 34 funds tracked by Wall St. Rank hold JPGE as of Q1 2020.

  • AE Wealth Management reported no remaining JPMorgan Diversified Return Global Equity ETF position as of Q1 2020 after selling out during the quarter.
  • AE Wealth Management sold 41,523 JPMorgan Diversified Return Global Equity ETF shares in Q1 2020, an estimated $2.58M.
  • AE Wealth Management first reported a position in JPMorgan Diversified Return Global Equity ETF in Q2 2019 and held it in 3 quarters.
  • AE Wealth Management's JPMorgan Diversified Return Global Equity ETF position peaked at $2.58M in Q4 2019.
  • 34 funds tracked by Wall St. Rank held JPMorgan Diversified Return Global Equity ETF as of Q1 2020.

Based on AE Wealth Management's 13F filing for Q1 2020, filed 7 May 2020.