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Carroll Financial Associates’s JPMorgan Diversified Return US Mid Cap Equity ETF JPME Stock Holding History

Carroll Financial Associates’s Portfolio JPME Stock Details JPME Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-125
Closed -$8K – 1634
2019
Q1 		$8K Buy
+125
New +$7.87K ﹤0.01% 997

Other funds holding JPME

CPO
Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
FVWA
Foster Victor Wealth Advisors Greenville, South Carolina $1.75B AUM 18.02% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
PFG
Pacific Financial Group Bellevue, Washington $186M AUM 16.59% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
AP
Appleton Partners Boston, Massachusetts $1.43B AUM 22.6% 1-Year Est. Return
FWM
Frontier Wealth Management Kansas City, Missouri $1.38B AUM 6.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Carroll Financial Associates's JPME Position: Q2 2019 in Review

Carroll Financial Associates sold out of JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) in Q2 2019, closing a stake of 125 shares — an estimated $8K sold.

Carroll Financial Associates first reported a position in JPME in Q1 2019 and held it in 1 quarter. The position peaked at $8K in Q1 2019. 33 funds tracked by Wall St. Rank hold JPME as of Q2 2019.

  • Carroll Financial Associates reported no remaining JPMorgan Diversified Return US Mid Cap Equity ETF position as of Q2 2019 after selling out during the quarter.
  • Carroll Financial Associates sold 125 JPMorgan Diversified Return US Mid Cap Equity ETF shares in Q2 2019, an estimated $8K.
  • Carroll Financial Associates first reported a position in JPMorgan Diversified Return US Mid Cap Equity ETF in Q1 2019 and held it in 1 quarter.
  • Carroll Financial Associates's JPMorgan Diversified Return US Mid Cap Equity ETF position peaked at $8K in Q1 2019.
  • 33 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Mid Cap Equity ETF as of Q2 2019.

Based on Carroll Financial Associates's 13F filing for Q2 2019, filed 8 Jul 2019.