EWMCB
JPHF
EisnerAmper Wealth Management Corporate Benefits’s JPMorgan Diversified Alternatives ETF JPHF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-139,382
| Closed | -$2.64M | – | 45 |
|
|
2020
Q1 | $2.64M | Sell |
139,382
-44,480
| -24% | -$843K | 1.79% | 14 |
|
|
2019
Q4 | $4.35M | Buy |
183,862
+2,189
| +1% | +$51.7K | 2.98% | 12 |
|
|
2019
Q3 | $4.53M | Buy |
181,673
+6,904
| +4% | +$172K | 3.28% | 11 |
|
|
2019
Q2 | $4.27M | Buy |
174,769
+5,090
| +3% | +$124K | 3.17% | 12 |
|
|
2019
Q1 | $4.22M | Buy |
169,679
+10,125
| +6% | +$252K | 3.15% | 11 |
|
|
2018
Q4 | $3.83M | Buy |
159,554
+8,948
| +6% | +$215K | 3.3% | 11 |
|
|
2018
Q3 | $3.75M | Buy |
150,606
+10,921
| +8% | +$272K | 2.9% | 13 |
|
|
2018
Q2 | $3.5M | Buy |
139,685
+16,086
| +13% | +$403K | 2.85% | 13 |
|
|
2018
Q1 | $3.13M | Buy |
+123,599
| New | +$3.13M | 2.62% | 13 |
|