Foster Victor Wealth Advisors’s JPMorgan Diversified Return US Mid Cap Equity ETF JPME Stock Holding History

Foster Victor Wealth 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
2020 Q3	–	Sell	-7,339	Closed	-$443K	–	143
2020 Q2	$443K	Sell	7,339 -283,966	-97%	-$16.3M	0.15%	81
2020 Q1	$15.3M	Buy	291,305 +19,996	+7%	+$1.28M	6.73%	1
2019 Q4	$19.1M	Sell	271,309 -5,860	-2%	-$399K	8.28%	2
2019 Q3	$18.2M	Buy	277,169 +10,355	+4%	+$686K	10.13%	3
2019 Q2	$17.8M	Sell	266,814 -6,727	-2%	-$441K	13.15%	3
2019 Q1	$17.8M	Sell	273,541 -21,821	-7%	-$1.37M	13.86%	3
2018 Q4	$16.9M	Buy	+295,362	New	+$18.3M	15.93%	3

Other funds holding JPME

Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return

CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Trilogy Capital Irvine, California $2.56B AUM 22.97% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Richard P. Slaughter Associates Austin, Texas $504M AUM 21.97% 1-Year Est. Return

GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return

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

Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return