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FinTrust Capital Advisors’s JPMorgan Diversified Return US Mid Cap Equity ETF JPME Stock Holding History

FinTrust Capital Advisors’s Portfolio JPME Stock Details JPME Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-9,000
Closed -$233K – 1071
2019
Q2 		$233K Hold
9,000
– – 0.09% 170
2019
Q1 		$236K Buy
+9,000
New +$567K 0.1% 170

Other funds holding JPME

CPO
Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
FVWA
Foster Victor Wealth Advisors Greenville, South Carolina $1.75B AUM 18.02% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
PFG
Pacific Financial Group Bellevue, Washington $186M AUM 16.59% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
AP
Appleton Partners Boston, Massachusetts $1.43B AUM 22.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

FinTrust Capital Advisors's JPME Position: Q3 2019 in Review

FinTrust Capital Advisors sold out of JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) in Q3 2019, closing a stake of 9,000 shares — an estimated $233K sold.

FinTrust Capital Advisors first reported a position in JPME in Q1 2019 and held it in 2 quarters. The position peaked at $236K in Q1 2019. 31 funds tracked by Wall St. Rank hold JPME as of Q3 2019.

  • FinTrust Capital Advisors reported no remaining JPMorgan Diversified Return US Mid Cap Equity ETF position as of Q3 2019 after selling out during the quarter.
  • FinTrust Capital Advisors sold 9,000 JPMorgan Diversified Return US Mid Cap Equity ETF shares in Q3 2019, an estimated $233K.
  • FinTrust Capital Advisors first reported a position in JPMorgan Diversified Return US Mid Cap Equity ETF in Q1 2019 and held it in 2 quarters.
  • FinTrust Capital Advisors's JPMorgan Diversified Return US Mid Cap Equity ETF position peaked at $236K in Q1 2019.
  • 31 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Mid Cap Equity ETF as of Q3 2019.

Based on FinTrust Capital Advisors's 13F filing for Q3 2019, filed 29 Oct 2019.