Carson Wealth (CWM LLC)
JPHF

Carson Wealth (CWM LLC)’s JPMorgan Diversified Alternatives ETF JPHF Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio JPHF Stock Details JPHF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-58
Closed -$1K – 3429
2018
Q4 		$1K Hold
58
– – ﹤0.01% 2050
2018
Q3 		$1K Hold
58
– – ﹤0.01% 1800
2018
Q2 		$1K Hold
58
– – ﹤0.01% 1655
2018
Q1 		$1K Hold
58
– – ﹤0.01% 1374
2017
Q4 		$2K Hold
58
– – ﹤0.01% 1314
2017
Q3 		$2K Hold
58
– – ﹤0.01% 1327
2017
Q2 		$2K Hold
58
– – ﹤0.01% 1050
2017
Q1 		$2K Buy
+58
New +$1.5K ﹤0.01% 1019

Other funds holding JPHF

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Alaska Wealth Advisors
Alaska Wealth Advisors Anchorage, Alaska $923M AUM 19.5% 1-Year Est. Return
Brinker Capital Investments
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Alaska Permanent Capital Management
Alaska Permanent Capital Management Anchorage, Alaska $1.53B AUM 17.79% 1-Year Est. Return
Intelligence Driven Advisers
Intelligence Driven Advisers Carlsbad, California $579M AUM 17.84% 1-Year Est. Return
EisnerAmper Wealth Management Corporate Benefits
EisnerAmper Wealth Management Corporate Benefits Iselin, New Jersey $274M AUM 12.56% 1-Year Est. Return
Axa
Axa Paris, France $91.9M AUM 27.41% 1-Year Est. Return
Appleton Partners
Appleton Partners Boston, Massachusetts $1.63B AUM 29.96% 1-Year Est. Return
First Allied Advisory Services
First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return

Carson Wealth (CWM LLC)'s JPHF Position: Q1 2019 in Review

Carson Wealth (CWM LLC) sold out of JPMorgan Diversified Alternatives ETF (JPHF) in Q1 2019, closing a stake of 58 shares — an estimated $1K sold.

Carson Wealth (CWM LLC) first reported a position in JPHF in Q1 2017 and held it in 8 quarters. The position peaked at $2K in Q4 2017. 24 funds tracked by Wall St. Rank hold JPHF as of Q1 2019.

  • Carson Wealth (CWM LLC) reported no remaining JPMorgan Diversified Alternatives ETF position as of Q1 2019 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 58 JPMorgan Diversified Alternatives ETF shares in Q1 2019, an estimated $1K.
  • Carson Wealth (CWM LLC) first reported a position in JPMorgan Diversified Alternatives ETF in Q1 2017 and held it in 8 quarters.
  • Carson Wealth (CWM LLC)'s JPMorgan Diversified Alternatives ETF position peaked at $2K in Q4 2017.
  • 24 funds tracked by Wall St. Rank held JPMorgan Diversified Alternatives ETF as of Q1 2019.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2019, filed 22 Apr 2019.