First Capital Advisors Group’s JPMorgan Diversified Return Global Equity ETF JPGE Stock Holding History

First Capital Advisors Group’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
2018 Q4	$350K	Sell	6,435 -62,061	-91%	-$3.55M	0.26%	83
2018 Q3	$4.2M	Buy	68,496 +2,084	+3%	+$127K	2.58%	9
2018 Q2	$4M	Sell	66,412 -7,597	-10%	-$471K	2.65%	9
2018 Q1	$4.57M	Buy	74,009 +1,025	+1%	+$64.3K	2.65%	6
2017 Q4	$4.56M	Sell	72,984 -5,838	-7%	-$359K	2.88%	6
2017 Q3	$4.69M	Sell	78,822 -3,899	-5%	-$229K	3.22%	4
2017 Q2	$4.76M	Buy	82,721 +77,120	+1,377%	+$4.33M	3.26%	6
2017 Q1	$305K	Buy	+5,601	New	+$297K	0.23%	113

Other funds holding JPGE

TIM

Total Investment Management Scottsdale, Arizona $858M AUM 9.96% 1-Year Est. Return

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

UWM

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

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

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

NEIRG

New England Investment & Retirement Group North Andover, Massachusetts $434M AUM 25.45% 1-Year Est. Return

BFG

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

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

First Capital Advisors Group's JPGE Position: Q4 2018 in Review

First Capital Advisors Group reduced its JPMorgan Diversified Return Global Equity ETF (JPGE) stake by 91% in Q4 2018, selling an estimated $3.55M and leaving 6,435 shares worth $350K. The position accounts for 0.26% of the portfolio, ranked #83.

First Capital Advisors Group first reported a position in JPGE in Q1 2017 and has held it in 8 quarters since. The position peaked at $4.76M in Q2 2017. 38 funds tracked by Wall St. Rank hold JPGE as of Q4 2018.

First Capital Advisors Group held 6,435 shares of JPMorgan Diversified Return Global Equity ETF worth $350K as of Q4 2018.
First Capital Advisors Group sold 62,061 JPMorgan Diversified Return Global Equity ETF shares in Q4 2018, an estimated $3.55M.
JPMorgan Diversified Return Global Equity ETF made up 0.26% of First Capital Advisors Group's portfolio in Q4 2018, its #83 holding.
First Capital Advisors Group first reported a position in JPMorgan Diversified Return Global Equity ETF in Q1 2017 and has held it in 8 quarters since.
First Capital Advisors Group's JPMorgan Diversified Return Global Equity ETF position peaked at $4.76M in Q2 2017.
38 funds tracked by Wall St. Rank held JPMorgan Diversified Return Global Equity ETF as of Q4 2018.

Based on First Capital Advisors Group's 13F filing for Q4 2018, filed 7 Feb 2019.