Avalon Capital Management’s JPMorgan U.S. Dividend ETF JDIV Stock Holding History

Avalon Capital Management’s Portfolio JDIV Stock Details JDIV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-76,235	Closed	-$2.13M	–	39
2019 Q4	$2.13M	Buy	76,235 +362	+0.5%	+$9.87K	2.59%	17
2019 Q3	$2.04M	Sell	75,873 -7,683	-9%	-$203K	2.42%	16
2019 Q2	$2.21M	Buy	+83,556	New	+$2.2M	2.52%	15

Other funds holding JDIV

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

CCP

Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return

MFG

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

GIA

Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

IAN

Integrated Advisors Network Dallas, Texas $1.91B AUM 24.91% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

SFSIG

San Francisco Sentry Investment Group San Francisco, California $192M AUM 276.26% 1-Year Est. Return

Avalon Capital Management's JDIV Position: Q1 2020 in Review

Avalon Capital Management sold out of JPMorgan U.S. Dividend ETF (JDIV) in Q1 2020, closing a stake of 76,235 shares — an estimated $2.13M sold.

Avalon Capital Management first reported a position in JDIV in Q2 2019 and held it in 3 quarters. The position peaked at $2.21M in Q2 2019. 12 funds tracked by Wall St. Rank hold JDIV as of Q1 2020.

Avalon Capital Management reported no remaining JPMorgan U.S. Dividend ETF position as of Q1 2020 after selling out during the quarter.
Avalon Capital Management sold 76,235 JPMorgan U.S. Dividend ETF shares in Q1 2020, an estimated $2.13M.
Avalon Capital Management first reported a position in JPMorgan U.S. Dividend ETF in Q2 2019 and held it in 3 quarters.
Avalon Capital Management's JPMorgan U.S. Dividend ETF position peaked at $2.21M in Q2 2019.
12 funds tracked by Wall St. Rank held JPMorgan U.S. Dividend ETF as of Q1 2020.

Based on Avalon Capital Management's 13F filing for Q1 2020, filed 20 Apr 2020.