Ameritas Investment Company’s JPMorgan Diversified Return US Small Cap Equity ETF JPSE Stock Holding History

Ameritas Investment Company’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
2020 Q2	–	Sell	-514	Closed	-$11K	–	1007
2020 Q1	$11K	Hold	514	–	–	﹤0.01%	1171
2019 Q4	$17K	Buy	514 +37	+8%	+$1.16K	﹤0.01%	711
2019 Q3	$14K	Buy	+477	New	+$14.5K	﹤0.01%	1037
2019 Q1	–	Sell	-419	Closed	-$11K	–	1426
2018 Q4	$11K	Buy	+419	New	+$12.4K	﹤0.01%	1021

Other funds holding JPSE

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

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

HFM

Hartford Financial Management Hartford, Connecticut $448M AUM 32.11% 1-Year Est. Return

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

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Ameritas Investment Company's JPSE Position: Q2 2020 in Review

Ameritas Investment Company sold out of JPMorgan Diversified Return US Small Cap Equity ETF (JPSE) in Q2 2020, closing a stake of 514 shares — an estimated $11K sold.

Ameritas Investment Company first reported a position in JPSE in Q4 2018 and held it in 4 quarters. The position peaked at $17K in Q4 2019. 36 funds tracked by Wall St. Rank hold JPSE as of Q2 2020.

Ameritas Investment Company reported no remaining JPMorgan Diversified Return US Small Cap Equity ETF position as of Q2 2020 after selling out during the quarter.
Ameritas Investment Company sold 514 JPMorgan Diversified Return US Small Cap Equity ETF shares in Q2 2020, an estimated $11K.
Ameritas Investment Company first reported a position in JPMorgan Diversified Return US Small Cap Equity ETF in Q4 2018 and held it in 4 quarters.
Ameritas Investment Company's JPMorgan Diversified Return US Small Cap Equity ETF position peaked at $17K in Q4 2019.
36 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Small Cap Equity ETF as of Q2 2020.

Based on Ameritas Investment Company's 13F filing for Q2 2020, filed 14 Aug 2020.