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Bison Wealth’s JPMorgan International Growth ETF JIG Stock Holding History

Bison Wealth’s Portfolio JIG Stock Details JIG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-3,488
Closed -$220K – 446
2024
Q2 		$220K Hold
3,488
– – 0.04% 383
2024
Q1 		$220K Sell
3,488
-234
-6% -$14.1K 0.04% 383
2023
Q4 		$217K Buy
+3,722
New +$205K 0.04% 367
2023
Q3 		– Sell
-3,490
Closed -$206K – 402
2023
Q2 		$206K Buy
3,490
+36
+1% +$2.11K 0.04% 353
2023
Q1 		$201K Sell
3,454
-379
-10% -$21.3K 0.06% 240
2022
Q4 		$220K Sell
3,833
-1,047
-21% -$53.5K 0.07% 245
2022
Q3 		$229K Sell
4,880
-24
-0.5% -$1.26K 0.09% 222
2022
Q2 		$253K Sell
4,904
-27
-0.5% -$1.49K 0.15% 153
2022
Q1 		$307K Sell
4,931
-275
-5% -$17.9K 0.16% 157
2021
Q4 		$397K Buy
5,206
+189
+4% +$14.7K 0.23% 115
2021
Q3 		$381K Buy
5,017
+1,152
+30% +$91.3K 0.17% 147
2021
Q2 		$302K Buy
3,865
+3,790
+5,053% +$288K 0.13% 184
2021
Q1 		$5K Buy
+75
New +$5.67K ﹤0.01% 438

Other funds holding JIG

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PW
Peninsula Wealth San Francisco, California $587M AUM 22.39% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
KFI
Key Financial Inc West Chester, Pennsylvania $611M AUM 21.11% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
PCS
Personal CFO Solutions Chester, New Jersey $712M AUM 25.3% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return

Bison Wealth's JIG Position: Q3 2024 in Review

Bison Wealth sold out of JPMorgan International Growth ETF (JIG) in Q3 2024, closing a stake of 3,488 shares — an estimated $220K sold.

Bison Wealth first reported a position in JIG in Q1 2021 and held it in 13 quarters. The position peaked at $397K in Q4 2021. 38 funds tracked by Wall St. Rank hold JIG as of Q3 2024.

  • Bison Wealth reported no remaining JPMorgan International Growth ETF position as of Q3 2024 after selling out during the quarter.
  • Bison Wealth sold 3,488 JPMorgan International Growth ETF shares in Q3 2024, an estimated $220K.
  • Bison Wealth first reported a position in JPMorgan International Growth ETF in Q1 2021 and held it in 13 quarters.
  • Bison Wealth's JPMorgan International Growth ETF position peaked at $397K in Q4 2021.
  • 38 funds tracked by Wall St. Rank held JPMorgan International Growth ETF as of Q3 2024.

Based on Bison Wealth's 13F filing for Q3 2024, filed 5 Nov 2024.