Cedar Brook Financial Partners’s JPMorgan U.S. Dividend ETF JDIV Stock Holding History

Cedar Brook Financial 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 Q1	–	Sell	-7,544	Closed	-$211K	–	309
2019 Q4	$211K	Buy	+7,544	New	+$206K	0.09%	267

Other funds holding JDIV

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

CCP

Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return

MFG

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

GIA

Gladstone Institutional Advisory Palm Beach Gardens, Florida $2.7B AUM 23.82% 1-Year Est. Return

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

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

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

IAN

Integrated Advisors Network Dallas, Texas $1.91B AUM 24.91% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

SFSIG

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

Cedar Brook Financial Partners's JDIV Position: Q1 2020 in Review

Cedar Brook Financial Partners sold out of JPMorgan U.S. Dividend ETF (JDIV) in Q1 2020, closing a stake of 7,544 shares — an estimated $211K sold.

Cedar Brook Financial Partners first reported a position in JDIV in Q4 2019 and held it in 1 quarter. The position peaked at $211K in Q4 2019. 12 funds tracked by Wall St. Rank hold JDIV as of Q1 2020.

Cedar Brook Financial Partners reported no remaining JPMorgan U.S. Dividend ETF position as of Q1 2020 after selling out during the quarter.
Cedar Brook Financial Partners sold 7,544 JPMorgan U.S. Dividend ETF shares in Q1 2020, an estimated $211K.
Cedar Brook Financial Partners first reported a position in JPMorgan U.S. Dividend ETF in Q4 2019 and held it in 1 quarter.
Cedar Brook Financial Partners's JPMorgan U.S. Dividend ETF position peaked at $211K in Q4 2019.
12 funds tracked by Wall St. Rank held JPMorgan U.S. Dividend ETF as of Q1 2020.

Based on Cedar Brook Financial Partners's 13F filing for Q1 2020, filed 7 May 2020.