EisnerAmper Wealth Management Corporate Benefits’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
-139,382
Closed -$2.64M 45
2020
Q1
$2.64M Sell
139,382
-44,480
-24% -$988K 1.79% 14
2019
Q4
$4.34M Buy
183,862
+2,189
+1% +$54.2K 2.98% 12
2019
Q3
$4.53M Buy
181,673
+6,904
+4% +$170K 3.28% 11
2019
Q2
$4.27M Buy
174,769
+5,090
+3% +$125K 3.17% 12
2019
Q1
$4.22M Buy
169,679
+10,125
+6% +$250K 3.15% 11
2018
Q4
$3.83M Buy
159,554
+8,948
+6% +$217K 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% +$406K 2.85% 13
2018
Q1
$3.13M Buy
+123,599
New +$3.18M 2.62% 13

EisnerAmper Wealth Management Corporate Benefits's JPHF Position: Q2 2020 in Review

EisnerAmper Wealth Management Corporate Benefits sold out of JPMorgan Diversified Alternatives ETF (JPHF) in Q2 2020, closing a stake of 139,382 shares — an estimated $2.64M sold.

EisnerAmper Wealth Management Corporate Benefits first reported a position in JPHF in Q1 2018 and held it in 9 quarters. The position peaked at $4.53M in Q3 2019. 0 funds tracked by Wall St. Rank hold JPHF as of Q2 2020.

  • EisnerAmper Wealth Management Corporate Benefits reported no remaining JPMorgan Diversified Alternatives ETF position as of Q2 2020 after selling out during the quarter.
  • EisnerAmper Wealth Management Corporate Benefits sold 139,382 JPMorgan Diversified Alternatives ETF shares in Q2 2020, an estimated $2.64M.
  • EisnerAmper Wealth Management Corporate Benefits first reported a position in JPMorgan Diversified Alternatives ETF in Q1 2018 and held it in 9 quarters.
  • EisnerAmper Wealth Management Corporate Benefits's JPMorgan Diversified Alternatives ETF position peaked at $4.53M in Q3 2019.
  • 0 funds tracked by Wall St. Rank held JPMorgan Diversified Alternatives ETF as of Q2 2020.

Based on EisnerAmper Wealth Management Corporate Benefits's 13F filing for Q2 2020, filed 1 Jul 2020.