AF
JPHF

Allworth Financial’s JPMorgan Diversified Alternatives ETF JPHF Stock Holding History

Allworth Financial’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
2019
Q1 		– Sell
-86
Closed -$2K – 1057
2018
Q4 		$2K Buy
+86
New +$2.09K ﹤0.01% 781

Other funds holding JPHF

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AWA
Alaska Wealth Advisors Anchorage, Alaska $833M AUM 12.27% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
EWMCB
EisnerAmper Wealth Management Corporate Benefits Iselin, New Jersey $274M AUM 12.56% 1-Year Est. Return
Axa
Axa Paris, France $256M AUM 25.01% 1-Year Est. Return
AP
Appleton Partners Boston, Massachusetts $1.63B AUM 38.57% 1-Year Est. Return
FAAS
First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return

Allworth Financial's JPHF Position: Q1 2019 in Review

Allworth Financial sold out of JPMorgan Diversified Alternatives ETF (JPHF) in Q1 2019, closing a stake of 86 shares — an estimated $2K sold.

Allworth Financial first reported a position in JPHF in Q4 2018 and held it in 1 quarter. The position peaked at $2K in Q4 2018. 24 funds tracked by Wall St. Rank hold JPHF as of Q1 2019.

  • Allworth Financial reported no remaining JPMorgan Diversified Alternatives ETF position as of Q1 2019 after selling out during the quarter.
  • Allworth Financial sold 86 JPMorgan Diversified Alternatives ETF shares in Q1 2019, an estimated $2K.
  • Allworth Financial first reported a position in JPMorgan Diversified Alternatives ETF in Q4 2018 and held it in 1 quarter.
  • Allworth Financial's JPMorgan Diversified Alternatives ETF position peaked at $2K in Q4 2018.
  • 24 funds tracked by Wall St. Rank held JPMorgan Diversified Alternatives ETF as of Q1 2019.

Based on Allworth Financial's 13F filing for Q1 2019, filed 7 May 2019.