CreativeOne Wealth’s JPMorgan Diversified Alternatives ETF JPHF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q2
Sell
-15,993
Closed -$303K 261
2020
Q1
$303K Buy
15,993
+2,172
+16% +$48.2K 0.06% 151
2019
Q4
$327K Buy
13,821
+992
+8% +$24.5K 0.06% 154
2019
Q3
$320K Buy
12,829
+1,809
+16% +$44.4K 0.06% 127
2019
Q2
$269K Buy
+11,020
New +$271K 0.06% 138

CreativeOne Wealth's JPHF Position: Q2 2020 in Review

CreativeOne Wealth sold out of JPMorgan Diversified Alternatives ETF (JPHF) in Q2 2020, closing a stake of 15,993 shares — an estimated $303K sold.

CreativeOne Wealth first reported a position in JPHF in Q2 2019 and held it in 4 quarters. The position peaked at $327K in Q4 2019. 0 funds tracked by Wall St. Rank hold JPHF as of Q2 2020.

  • CreativeOne Wealth reported no remaining JPMorgan Diversified Alternatives ETF position as of Q2 2020 after selling out during the quarter.
  • CreativeOne Wealth sold 15,993 JPMorgan Diversified Alternatives ETF shares in Q2 2020, an estimated $303K.
  • CreativeOne Wealth first reported a position in JPMorgan Diversified Alternatives ETF in Q2 2019 and held it in 4 quarters.
  • CreativeOne Wealth's JPMorgan Diversified Alternatives ETF position peaked at $327K in Q4 2019.
  • 0 funds tracked by Wall St. Rank held JPMorgan Diversified Alternatives ETF as of Q2 2020.

Based on CreativeOne Wealth's 13F filing for Q2 2020, filed 13 Aug 2020.