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Edge Wealth Management’s JPMorgan International Growth ETF JIG Stock Holding History

Edge Wealth Management’s Portfolio JIG Stock Details JIG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-5
Closed -$1K – 276
2021
Q4 		$1K Hold
5
– – ﹤0.01% 469
2021
Q3 		$1K Buy
+5
New +$396 ﹤0.01% 490

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MIAN
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Citadel Advisors
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Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2B AUM 19.19% 1-Year Est. Return
AWC
Adamsbrown Wealth Consultants Wichita, Kansas $530M AUM 23.21% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Edge Wealth Management's JIG Position: Q1 2022 in Review

Edge Wealth Management sold out of JPMorgan International Growth ETF (JIG) in Q1 2022, closing a stake of 5 shares — an estimated $1K sold.

Edge Wealth Management first reported a position in JIG in Q3 2021 and held it in 2 quarters. The position peaked at $1K in Q4 2021. 32 funds tracked by Wall St. Rank hold JIG as of Q1 2022.

  • Edge Wealth Management reported no remaining JPMorgan International Growth ETF position as of Q1 2022 after selling out during the quarter.
  • Edge Wealth Management sold 5 JPMorgan International Growth ETF shares in Q1 2022, an estimated $1K.
  • Edge Wealth Management first reported a position in JPMorgan International Growth ETF in Q3 2021 and held it in 2 quarters.
  • Edge Wealth Management's JPMorgan International Growth ETF position peaked at $1K in Q4 2021.
  • 32 funds tracked by Wall St. Rank held JPMorgan International Growth ETF as of Q1 2022.

Based on Edge Wealth Management's 13F filing for Q1 2022, filed 14 Apr 2022.