Axa
JPHF

Axa’s JPMorgan Diversified Alternatives ETF JPHF Stock Holding History

Axa’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
Q4 		– Sell
-90,650
Closed -$2.26M – 1366
2019
Q3 		$2.26M Hold
90,650
– – 0.01% 839
2019
Q2 		$2.21M Buy
90,650
+1,250
+1% +$30.7K 0.01% 833
2019
Q1 		$2.22M Buy
89,400
+400
+0.4% +$9.86K 0.01% 832
2018
Q4 		$2.14M Buy
89,000
+500
+0.6% +$12.1K 0.01% 806
2018
Q3 		$2.2M Buy
88,500
+2,200
+3% +$54.8K 0.01% 858
2018
Q2 		$2.16M Buy
86,300
+3,690
+4% +$93.2K 0.01% 829
2018
Q1 		$2.09M Buy
82,610
+3,510
+4% +$90.4K 0.01% 849
2017
Q4 		$2.07M Buy
79,100
+20,980
+36% +$547K 0.01% 848
2017
Q3 		$1.51M Buy
58,120
+1,880
+3% +$48.8K 0.01% 867
2017
Q2 		$1.47M Buy
56,240
+42,060
+297% +$1.1M 0.01% 846
2017
Q1 		$369K Buy
+14,180
New +$367K ﹤0.01% 1125

Other funds holding JPHF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
EWMCB
EisnerAmper Wealth Management Corporate Benefits Iselin, New Jersey $274M AUM 12.56% 1-Year Est. Return
IDA
Intelligence Driven Advisers Carlsbad, California $574M AUM 16.47% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
APCM
Alaska Permanent Capital Management Anchorage, Alaska $1.43B AUM 13.12% 1-Year Est. Return
AP
Appleton Partners Boston, Massachusetts $1.63B AUM 38.57% 1-Year Est. Return
AWA
Alaska Wealth Advisors Anchorage, Alaska $833M AUM 12.27% 1-Year Est. Return

Axa's JPHF Position: Q4 2019 in Review

Axa sold out of JPMorgan Diversified Alternatives ETF (JPHF) in Q4 2019, closing a stake of 90,650 shares — an estimated $2.26M sold.

Axa first reported a position in JPHF in Q1 2017 and held it in 11 quarters. The position peaked at $2.26M in Q3 2019. 27 funds tracked by Wall St. Rank hold JPHF as of Q4 2019.

  • Axa reported no remaining JPMorgan Diversified Alternatives ETF position as of Q4 2019 after selling out during the quarter.
  • Axa sold 90,650 JPMorgan Diversified Alternatives ETF shares in Q4 2019, an estimated $2.26M.
  • Axa first reported a position in JPMorgan Diversified Alternatives ETF in Q1 2017 and held it in 11 quarters.
  • Axa's JPMorgan Diversified Alternatives ETF position peaked at $2.26M in Q3 2019.
  • 27 funds tracked by Wall St. Rank held JPMorgan Diversified Alternatives ETF as of Q4 2019.

Based on Axa's 13F filing for Q4 2019, filed 18 Feb 2020.