Commonwealth Equity Services’s JPMorgan Diversified Return Global Equity ETF JPGE Stock Holding History

Commonwealth Equity Services’s Portfolio JPGE Stock Details JPGE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-3,808	Closed	-$207K	–	2814
2018 Q4	$207K	Sell	3,808 -593	-13%	-$33.9K	﹤0.01%	2302
2018 Q3	$270K	Buy	4,401 +7	+0.2%	+$427	﹤0.01%	2261
2018 Q2	$265K	Buy	4,394 +256	+6%	+$15.9K	﹤0.01%	2233
2018 Q1	$255K	Buy	4,138 +431	+12%	+$27.1K	﹤0.01%	2196
2017 Q4	$232K	Buy	+3,707	New	+$228K	﹤0.01%	2261

Other funds holding JPGE

TIM

Total Investment Management Scottsdale, Arizona $858M AUM 9.96% 1-Year Est. Return

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

UWM

USAdvisors Wealth Management Eden Prairie, Minnesota $301M AUM 15.03% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

BFG

Barber Financial Group Lenexa, Kansas $567M AUM 5.25% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

NEIRG

New England Investment & Retirement Group North Andover, Massachusetts $434M AUM 25.45% 1-Year Est. Return

BCI

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

Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

Commonwealth Equity Services's JPGE Position: Q1 2019 in Review

Commonwealth Equity Services sold out of JPMorgan Diversified Return Global Equity ETF (JPGE) in Q1 2019, closing a stake of 3,808 shares — an estimated $207K sold.

Commonwealth Equity Services first reported a position in JPGE in Q4 2017 and held it in 5 quarters. The position peaked at $270K in Q3 2018. 37 funds tracked by Wall St. Rank hold JPGE as of Q1 2019.

Commonwealth Equity Services reported no remaining JPMorgan Diversified Return Global Equity ETF position as of Q1 2019 after selling out during the quarter.
Commonwealth Equity Services sold 3,808 JPMorgan Diversified Return Global Equity ETF shares in Q1 2019, an estimated $207K.
Commonwealth Equity Services first reported a position in JPMorgan Diversified Return Global Equity ETF in Q4 2017 and held it in 5 quarters.
Commonwealth Equity Services's JPMorgan Diversified Return Global Equity ETF position peaked at $270K in Q3 2018.
37 funds tracked by Wall St. Rank held JPMorgan Diversified Return Global Equity ETF as of Q1 2019.

Based on Commonwealth Equity Services's 13F filing for Q1 2019, filed 13 May 2019.