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

AWA

Alaska Wealth Advisors Anchorage, Alaska $833M AUM 12.27% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

APCM

Alaska Permanent Capital Management Anchorage, Alaska $1.43B AUM 13.12% 1-Year Est. Return

IDA

Intelligence Driven Advisers Carlsbad, California $574M AUM 16.47% 1-Year Est. Return

EWMCB

EisnerAmper Wealth Management Corporate Benefits Iselin, New Jersey $274M AUM 12.56% 1-Year Est. Return

Axa Paris, France $256M AUM 25.01% 1-Year Est. Return

Appleton Partners Boston, Massachusetts $1.63B AUM 38.57% 1-Year Est. Return

FAAS

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.