Cardan Capital Partners’s JPMorgan U.S. Dividend ETF JDIV Stock Holding History

Cardan Capital Partners’s Portfolio JDIV Stock Details JDIV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-125,635	Closed	-$2.92M	–	251
2020 Q3	$2.92M	Sell	125,635 -15,464	-11%	-$363K	0.39%	88
2020 Q2	$3.15M	Sell	141,099 -18,925	-12%	-$406K	0.45%	79
2020 Q1	$3.04M	Buy	+160,024	New	+$4.04M	0.5%	54

Other funds holding JDIV

GIA

Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

SFSIG

San Francisco Sentry Investment Group San Francisco, California $192M AUM 276.26% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cardan Capital Partners's JDIV Position: Q4 2020 in Review

Cardan Capital Partners sold out of JPMorgan U.S. Dividend ETF (JDIV) in Q4 2020, closing a stake of 125,635 shares — an estimated $2.92M sold.

Cardan Capital Partners first reported a position in JDIV in Q1 2020 and held it in 3 quarters. The position peaked at $3.15M in Q2 2020. 10 funds tracked by Wall St. Rank hold JDIV as of Q4 2020.

Cardan Capital Partners reported no remaining JPMorgan U.S. Dividend ETF position as of Q4 2020 after selling out during the quarter.
Cardan Capital Partners sold 125,635 JPMorgan U.S. Dividend ETF shares in Q4 2020, an estimated $2.92M.
Cardan Capital Partners first reported a position in JPMorgan U.S. Dividend ETF in Q1 2020 and held it in 3 quarters.
Cardan Capital Partners's JPMorgan U.S. Dividend ETF position peaked at $3.15M in Q2 2020.
10 funds tracked by Wall St. Rank held JPMorgan U.S. Dividend ETF as of Q4 2020.

Based on Cardan Capital Partners's 13F filing for Q4 2020, filed 27 Jan 2021.