BB&T Securities’s JPMorgan Diversified Return US Small Cap Equity ETF JPSE Stock Holding History

BB&T Securities’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
2019 Q3	$396K	Buy	12,981 +181	+1%	+$5.5K	﹤0.01%	1196
2019 Q2	$395K	Buy	12,800 +2,825	+28%	+$86.3K	﹤0.01%	1203
2019 Q1	$302K	Buy	9,975 +329	+3%	+$9.78K	﹤0.01%	1288
2018 Q4	$258K	Sell	9,646 -394	-4%	-$11.6K	﹤0.01%	1250
2018 Q3	$326K	Buy	10,040 +951	+10%	+$31K	﹤0.01%	1295
2018 Q2	$286K	Buy	+9,089	New	+$278K	﹤0.01%	1298

Other funds holding JPSE

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

Foster Victor Wealth Advisors Greenville, South Carolina $1.75B AUM 18.02% 1-Year Est. Return

GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return

Bank of America

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

Envestnet Asset Management

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

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Appleton Partners Boston, Massachusetts $1.43B AUM 22.6% 1-Year Est. Return

Avalon Capital Management Port Of Redwood City, California $354M AUM 50.12% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return