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Asset Dedication LLC’s JPMorgan International Growth ETF JIG Stock Holding History

Asset Dedication LLC’s Portfolio JIG Stock Details JIG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-292
Closed -$14K – 1067
2022
Q3 		$14K Buy
+292
New +$15.4K ﹤0.01% 577

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Mariner
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Thrivent Financial for Lutherans
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FWM
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Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KFI
Key Financial Inc West Chester, Pennsylvania $562M AUM 17.24% 1-Year Est. Return
SI
Saxon Interests Houston, Texas $290M AUM 19.97% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Asset Dedication LLC's JIG Position: Q4 2022 in Review

Asset Dedication LLC sold out of JPMorgan International Growth ETF (JIG) in Q4 2022, closing a stake of 292 shares — an estimated $14K sold.

Asset Dedication LLC first reported a position in JIG in Q3 2022 and held it in 1 quarter. The position peaked at $14K in Q3 2022. 26 funds tracked by Wall St. Rank hold JIG as of Q4 2022.

  • Asset Dedication LLC reported no remaining JPMorgan International Growth ETF position as of Q4 2022 after selling out during the quarter.
  • Asset Dedication LLC sold 292 JPMorgan International Growth ETF shares in Q4 2022, an estimated $14K.
  • Asset Dedication LLC first reported a position in JPMorgan International Growth ETF in Q3 2022 and held it in 1 quarter.
  • Asset Dedication LLC's JPMorgan International Growth ETF position peaked at $14K in Q3 2022.
  • 26 funds tracked by Wall St. Rank held JPMorgan International Growth ETF as of Q4 2022.

Based on Asset Dedication LLC's 13F filing for Q4 2022, filed 19 Jan 2023.