First Allied Advisory Services’s JPMorgan Diversified Return Global Equity ETF JPGE Stock Holding History

First Allied Advisory Services’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
2019 Q4	–	Sell	-1,913	Closed	-$114K	–	1666
2019 Q3	$114K	Buy	+1,913	New	+$112K	﹤0.01%	1207
2018 Q2	–	Sell	-17,456	Closed	-$1.07M	–	1264
2018 Q1	$1.07M	Buy	17,456 +1,494	+9%	+$93.8K	0.04%	435
2017 Q4	$998K	Buy	+15,962	New	+$982K	0.04%	450
2017 Q1	–	Sell	-4,648	Closed	-$236K	–	1189
2016 Q4	$236K	Buy	+4,648	New	+$240K	0.01%	914

Other funds holding JPGE

UWM

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JWBC

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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

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

BFG

Barber Financial Group Lenexa, Kansas $567M AUM 5.25% 1-Year Est. Return

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

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

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

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

First Allied Advisory Services's JPGE Position: Q4 2019 in Review

First Allied Advisory Services sold out of JPMorgan Diversified Return Global Equity ETF (JPGE) in Q4 2019, closing a stake of 1,913 shares — an estimated $114K sold.

First Allied Advisory Services first reported a position in JPGE in Q4 2016 and held it in 4 quarters. The position peaked at $1.07M in Q1 2018. 42 funds tracked by Wall St. Rank hold JPGE as of Q4 2019.

First Allied Advisory Services reported no remaining JPMorgan Diversified Return Global Equity ETF position as of Q4 2019 after selling out during the quarter.
First Allied Advisory Services sold 1,913 JPMorgan Diversified Return Global Equity ETF shares in Q4 2019, an estimated $114K.
First Allied Advisory Services first reported a position in JPMorgan Diversified Return Global Equity ETF in Q4 2016 and held it in 4 quarters.
First Allied Advisory Services's JPMorgan Diversified Return Global Equity ETF position peaked at $1.07M in Q1 2018.
42 funds tracked by Wall St. Rank held JPMorgan Diversified Return Global Equity ETF as of Q4 2019.

Based on First Allied Advisory Services's 13F filing for Q4 2019, filed 10 Feb 2020.