Envestnet Asset Management’s JPMorgan Diversified Return Global Equity ETF JPGE Stock Holding History

Envestnet Asset Management’s Portfolio JPGE Stock Details JPGE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-10,211	Closed	-$635K	–	3212
2019 Q4	$635K	Buy	10,211 +3,506	+52%	+$213K	﹤0.01%	2307
2019 Q3	$397K	Buy	+6,705	New	+$394K	﹤0.01%	2500
2016 Q4	–	Sell	-44,598	Closed	-$2.39M	–	3420
2016 Q3	$2.39M	Buy	44,598 +2,682	+6%	+$141K	0.01%	865
2016 Q2	$2.14M	Buy	+41,916	New	+$2.12M	0.01%	996

Other funds holding JPGE

UWM

USAdvisors Wealth Management Eden Prairie, Minnesota $349M AUM 20.25% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

JWBC

John W. Brooker & Co Oakland, California $82.8M AUM 15.92% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

AWA

Acorn Wealth Advisors Grand Blanc, Michigan $410M AUM 21.57% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return

Envestnet Asset Management's JPGE Position: Q1 2020 in Review

Envestnet Asset Management sold out of JPMorgan Diversified Return Global Equity ETF (JPGE) in Q1 2020, closing a stake of 10,211 shares — an estimated $635K sold.

Envestnet Asset Management first reported a position in JPGE in Q2 2016 and held it in 4 quarters. The position peaked at $2.39M in Q3 2016. 34 funds tracked by Wall St. Rank hold JPGE as of Q1 2020.

Envestnet Asset Management reported no remaining JPMorgan Diversified Return Global Equity ETF position as of Q1 2020 after selling out during the quarter.
Envestnet Asset Management sold 10,211 JPMorgan Diversified Return Global Equity ETF shares in Q1 2020, an estimated $635K.
Envestnet Asset Management first reported a position in JPMorgan Diversified Return Global Equity ETF in Q2 2016 and held it in 4 quarters.
Envestnet Asset Management's JPMorgan Diversified Return Global Equity ETF position peaked at $2.39M in Q3 2016.
34 funds tracked by Wall St. Rank held JPMorgan Diversified Return Global Equity ETF as of Q1 2020.

Based on Envestnet Asset Management's 13F filing for Q1 2020, filed 23 Apr 2020.