Fort Point Capital Partners’s JPMorgan U.S. Dividend ETF JDIV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q3
Sell
-8,368
Closed -$264K 284
2022
Q2
$264K Buy
8,368
+1,043
+14% +$35.3K 0.04% 236
2022
Q1
$257K Buy
+7,325
New +$248K 0.04% 244

Fort Point Capital Partners's JDIV Position: Q3 2022 in Review

Fort Point Capital Partners sold out of JPMorgan U.S. Dividend ETF (JDIV) in Q3 2022, closing a stake of 8,368 shares — an estimated $264K sold.

Fort Point Capital Partners first reported a position in JDIV in Q1 2022 and held it in 2 quarters. The position peaked at $264K in Q2 2022. 0 funds tracked by Wall St. Rank hold JDIV as of Q3 2022.

  • Fort Point Capital Partners reported no remaining JPMorgan U.S. Dividend ETF position as of Q3 2022 after selling out during the quarter.
  • Fort Point Capital Partners sold 8,368 JPMorgan U.S. Dividend ETF shares in Q3 2022, an estimated $264K.
  • Fort Point Capital Partners first reported a position in JPMorgan U.S. Dividend ETF in Q1 2022 and held it in 2 quarters.
  • Fort Point Capital Partners's JPMorgan U.S. Dividend ETF position peaked at $264K in Q2 2022.
  • 0 funds tracked by Wall St. Rank held JPMorgan U.S. Dividend ETF as of Q3 2022.

Based on Fort Point Capital Partners's 13F filing for Q3 2022, filed 9 Nov 2022.