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Allworth Financial’s JPMorgan Diversified Return US Small Cap Equity ETF JPSE Stock Holding History

Allworth Financial’s Portfolio JPSE Stock Details JPSE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-51
Closed -$1K – 997
2018
Q4 		$1K Buy
+51
New +$1.5K ﹤0.01% 816

Other funds holding JPSE

TIM
Total Investment Management Scottsdale, Arizona $858M AUM 9.96% 1-Year Est. Return
CW
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PFG
Pacific Financial Group Bellevue, Washington $186M AUM 16.59% 1-Year Est. Return
AP
Appleton Partners Boston, Massachusetts $1.63B AUM 38.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Allworth Financial's JPSE Position: Q1 2019 in Review

Allworth Financial sold out of JPMorgan Diversified Return US Small Cap Equity ETF (JPSE) in Q1 2019, closing a stake of 51 shares — an estimated $1K sold.

Allworth Financial first reported a position in JPSE in Q4 2018 and held it in 1 quarter. The position peaked at $1K in Q4 2018. 35 funds tracked by Wall St. Rank hold JPSE as of Q1 2019.

  • Allworth Financial reported no remaining JPMorgan Diversified Return US Small Cap Equity ETF position as of Q1 2019 after selling out during the quarter.
  • Allworth Financial sold 51 JPMorgan Diversified Return US Small Cap Equity ETF shares in Q1 2019, an estimated $1K.
  • Allworth Financial first reported a position in JPMorgan Diversified Return US Small Cap Equity ETF in Q4 2018 and held it in 1 quarter.
  • Allworth Financial's JPMorgan Diversified Return US Small Cap Equity ETF position peaked at $1K in Q4 2018.
  • 35 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Small Cap Equity ETF as of Q1 2019.

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