Barber Financial Group’s JPMorgan Diversified Return Global Equity ETF JPGE Stock Holding History

Barber Financial Group’s Portfolio JPGE Stock Details JPGE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-50,641	Closed	-$3.15M	–	162
2019 Q4	$3.15M	Sell	50,641 -2,787	-5%	-$170K	0.64%	40
2019 Q3	$3.17M	Sell	53,428 -2,129	-4%	-$125K	0.67%	36
2019 Q2	$3.31M	Buy	55,557 +1,117	+2%	+$66.4K	0.77%	29
2019 Q1	$3.23M	Buy	54,440 +4,085	+8%	+$237K	0.64%	33
2018 Q4	$2.74M	Buy	50,355 +3,581	+8%	+$205K	0.59%	35
2018 Q3	$2.87M	Buy	46,774 +4,036	+9%	+$246K	0.69%	38
2018 Q2	$2.58M	Sell	42,738 -1,000	-2%	-$62K	0.75%	32
2018 Q1	$2.7M	Sell	43,738 -14,806	-25%	-$929K	0.72%	40
2017 Q4	$3.66M	Buy	+58,544	New	+$3.6M	0.93%	35

Other funds holding JPGE

UWM

USAdvisors Wealth Management Eden Prairie, Minnesota $349M AUM 20.25% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

JWBC

John W. Brooker & Co Oakland, California $82.8M AUM 15.92% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

AWA

Acorn Wealth Advisors Grand Blanc, Michigan $410M AUM 21.57% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

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

Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return

Barber Financial Group's JPGE Position: Q1 2020 in Review

Barber Financial Group sold out of JPMorgan Diversified Return Global Equity ETF (JPGE) in Q1 2020, closing a stake of 50,641 shares — an estimated $3.15M sold.

Barber Financial Group first reported a position in JPGE in Q4 2017 and held it in 9 quarters. The position peaked at $3.66M in Q4 2017. 34 funds tracked by Wall St. Rank hold JPGE as of Q1 2020.

Barber Financial Group reported no remaining JPMorgan Diversified Return Global Equity ETF position as of Q1 2020 after selling out during the quarter.
Barber Financial Group sold 50,641 JPMorgan Diversified Return Global Equity ETF shares in Q1 2020, an estimated $3.15M.
Barber Financial Group first reported a position in JPMorgan Diversified Return Global Equity ETF in Q4 2017 and held it in 9 quarters.
Barber Financial Group's JPMorgan Diversified Return Global Equity ETF position peaked at $3.66M in Q4 2017.
34 funds tracked by Wall St. Rank held JPMorgan Diversified Return Global Equity ETF as of Q1 2020.

Based on Barber Financial Group's 13F filing for Q1 2020, filed 8 May 2020.