Core Wealth Advisors (Florida)’s JPMorgan U.S. Dividend ETF JDIV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q3
Sell
-317
Closed -$10K 241
2022
Q2
$10K Buy
+317
New +$10.7K 0.01% 147

Core Wealth Advisors (Florida)'s JDIV Position: Q3 2022 in Review

Core Wealth Advisors (Florida) sold out of JPMorgan U.S. Dividend ETF (JDIV) in Q3 2022, closing a stake of 317 shares — an estimated $10K sold.

Core Wealth Advisors (Florida) first reported a position in JDIV in Q2 2022 and held it in 1 quarter. The position peaked at $10K in Q2 2022. 0 funds tracked by Wall St. Rank hold JDIV as of Q3 2022.

  • Core Wealth Advisors (Florida) reported no remaining JPMorgan U.S. Dividend ETF position as of Q3 2022 after selling out during the quarter.
  • Core Wealth Advisors (Florida) sold 317 JPMorgan U.S. Dividend ETF shares in Q3 2022, an estimated $10K.
  • Core Wealth Advisors (Florida) first reported a position in JPMorgan U.S. Dividend ETF in Q2 2022 and held it in 1 quarter.
  • Core Wealth Advisors (Florida)'s JPMorgan U.S. Dividend ETF position peaked at $10K in Q2 2022.
  • 0 funds tracked by Wall St. Rank held JPMorgan U.S. Dividend ETF as of Q3 2022.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q3 2022, filed 10 Nov 2022.