AWA
JPHF

Alaska Wealth Advisors’s JPMorgan Diversified Alternatives ETF JPHF Stock Holding History

Alaska Wealth Advisors’s Portfolio JPHF Stock Details JPHF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-75,009
Closed -$1.77M – 75
2019
Q4 		$1.77M Sell
75,009
-14,094
-16% -$349K 0.28% 25
2019
Q3 		$2.22M Sell
89,103
-862,543
-91% -$21.2M 0.27% 21
2019
Q2 		$23.6M Hold
951,646
– – 2.53% 13
2019
Q1 		$23.6M Buy
951,646
+532,567
+127% +$13.1M 2.53% 13
2018
Q4 		$10.1M Buy
+419,079
New +$10.2M 3.12% 12

Other funds holding JPHF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
EWMCB
EisnerAmper Wealth Management Corporate Benefits Iselin, New Jersey $274M AUM 12.56% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
APCM
Alaska Permanent Capital Management Anchorage, Alaska $1.43B AUM 13.12% 1-Year Est. Return
IDA
Intelligence Driven Advisers Carlsbad, California $574M AUM 16.47% 1-Year Est. Return
AP
Appleton Partners Boston, Massachusetts $1.63B AUM 38.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Alaska Wealth Advisors's JPHF Position: Q1 2020 in Review

Alaska Wealth Advisors sold out of JPMorgan Diversified Alternatives ETF (JPHF) in Q1 2020, closing a stake of 75,009 shares — an estimated $1.77M sold.

Alaska Wealth Advisors first reported a position in JPHF in Q4 2018 and held it in 5 quarters. The position peaked at $23.6M in Q2 2019. 24 funds tracked by Wall St. Rank hold JPHF as of Q1 2020.

  • Alaska Wealth Advisors reported no remaining JPMorgan Diversified Alternatives ETF position as of Q1 2020 after selling out during the quarter.
  • Alaska Wealth Advisors sold 75,009 JPMorgan Diversified Alternatives ETF shares in Q1 2020, an estimated $1.77M.
  • Alaska Wealth Advisors first reported a position in JPMorgan Diversified Alternatives ETF in Q4 2018 and held it in 5 quarters.
  • Alaska Wealth Advisors's JPMorgan Diversified Alternatives ETF position peaked at $23.6M in Q2 2019.
  • 24 funds tracked by Wall St. Rank held JPMorgan Diversified Alternatives ETF as of Q1 2020.

Based on Alaska Wealth Advisors's 13F filing for Q1 2020, filed 15 May 2020.