Carroll Financial Associates’s JPMorgan International Growth ETF JIG Stock Holding History

Carroll Financial Associates’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
2021 Q4	$352K	Buy	4,607 +96	+2%	+$7.46K	0.02%	293
2021 Q3	$342K	Buy	4,511 +286	+7%	+$22.7K	0.02%	296
2021 Q2	$330K	Buy	4,225 +2,178	+106%	+$166K	0.02%	315
2021 Q1	$148K	Buy	2,047 +818	+67%	+$61.9K	0.01%	469
2020 Q4	$89K	Buy	+1,229	New	+$83.5K	0.01%	538

Other funds holding JIG

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AWC

Adamsbrown Wealth Consultants Wichita, Kansas $530M AUM 23.21% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $33.7B AUM 35.49% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

3LCM

3D/L Capital Management Hartford, Connecticut $308M AUM 13.67% 1-Year Est. Return

Carroll Financial Associates's JIG Position: Q4 2021 in Review

Carroll Financial Associates increased its JPMorgan International Growth ETF (JIG) stake by 2.1% in Q4 2021, buying an estimated $7.46K and bringing the position to 4,607 shares worth $352K. The position accounts for 0.02% of the portfolio, ranked #293.

Carroll Financial Associates first reported a position in JIG in Q4 2020 and has held it in 5 quarters since. 32 funds tracked by Wall St. Rank hold JIG as of Q4 2021.

Carroll Financial Associates held 4,607 shares of JPMorgan International Growth ETF worth $352K as of Q4 2021.
Carroll Financial Associates bought 96 JPMorgan International Growth ETF shares in Q4 2021, an estimated $7.46K.
JPMorgan International Growth ETF made up 0.02% of Carroll Financial Associates's portfolio in Q4 2021, its #293 holding.
Carroll Financial Associates first reported a position in JPMorgan International Growth ETF in Q4 2020 and has held it in 5 quarters since.
32 funds tracked by Wall St. Rank held JPMorgan International Growth ETF as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.