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 $4.63B AUM 25.46% 1-Year Est. Return

FVWA

Foster Victor Wealth Advisors Greenville, South Carolina $1.9B AUM 24.46% 1-Year Est. Return

GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Appleton Partners Boston, Massachusetts $1.63B AUM 38.57% 1-Year Est. Return

ACM

Avalon Capital Management Port Of Redwood City, California $423M AUM 54.12% 1-Year Est. Return

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

BB&T Securities's JPSE Position: Q3 2019 in Review

BB&T Securities increased its JPMorgan Diversified Return US Small Cap Equity ETF (JPSE) stake by 1.4% in Q3 2019, buying an estimated $5.5K and bringing the position to 12,981 shares worth $396K. The position accounts for ﹤0.01% of the portfolio, ranked #1196.

BB&T Securities first reported a position in JPSE in Q2 2018 and has held it in 6 quarters since. 37 funds tracked by Wall St. Rank hold JPSE as of Q3 2019.

BB&T Securities held 12,981 shares of JPMorgan Diversified Return US Small Cap Equity ETF worth $396K as of Q3 2019.
BB&T Securities bought 181 JPMorgan Diversified Return US Small Cap Equity ETF shares in Q3 2019, an estimated $5.5K.
JPMorgan Diversified Return US Small Cap Equity ETF made up ﹤0.01% of BB&T Securities's portfolio in Q3 2019, its #1196 holding.
BB&T Securities first reported a position in JPMorgan Diversified Return US Small Cap Equity ETF in Q2 2018 and has held it in 6 quarters since.
37 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Small Cap Equity ETF as of Q3 2019.

Based on BB&T Securities's 13F filing for Q3 2019, filed 30 Oct 2019.