Beacon Financial Advisory’s JPMorgan Managed Futures Strategy ETF JPMF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q2
Sell
-21,286
Closed -$448K 155
2020
Q1
$448K Buy
21,286
+503
+2% +$11.4K 0.57% 55
2019
Q4
$481K Buy
+20,783
New +$514K 0.41% 76

Beacon Financial Advisory's JPMF Position: Q2 2020 in Review

Beacon Financial Advisory sold out of JPMorgan Managed Futures Strategy ETF (JPMF) in Q2 2020, closing a stake of 21,286 shares — an estimated $448K sold.

Beacon Financial Advisory first reported a position in JPMF in Q4 2019 and held it in 2 quarters. The position peaked at $481K in Q4 2019. 0 funds tracked by Wall St. Rank hold JPMF as of Q2 2020.

  • Beacon Financial Advisory reported no remaining JPMorgan Managed Futures Strategy ETF position as of Q2 2020 after selling out during the quarter.
  • Beacon Financial Advisory sold 21,286 JPMorgan Managed Futures Strategy ETF shares in Q2 2020, an estimated $448K.
  • Beacon Financial Advisory first reported a position in JPMorgan Managed Futures Strategy ETF in Q4 2019 and held it in 2 quarters.
  • Beacon Financial Advisory's JPMorgan Managed Futures Strategy ETF position peaked at $481K in Q4 2019.
  • 0 funds tracked by Wall St. Rank held JPMorgan Managed Futures Strategy ETF as of Q2 2020.

Based on Beacon Financial Advisory's 13F filing for Q2 2020, filed 7 Jul 2020.