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	8.26%	2
2019 Q3	$18.2M	Buy	277,169 +10,355	+4%	+$686K	10.11%	3
2019 Q2	$17.8M	Sell	266,814 -6,727	-2%	-$441K	13.1%	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	15.9%	3

Other funds holding JPME

CPO

Cerity Partners OCIO New York $1.98B AUM 26.07% 1-Year Est. Return

CreativeOne Wealth Overland Park, Kansas $4.63B AUM 25.46% 1-Year Est. Return

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

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

RPSA

Richard P. Slaughter Associates Austin, Texas $510M AUM 21.97% 1-Year Est. Return

GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return

Appleton Partners Boston, Massachusetts $1.63B AUM 38.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

RJFSA

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

Foster Victor Wealth Advisors's JPME Position: Q3 2020 in Review

Foster Victor Wealth Advisors sold out of JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) in Q3 2020, closing a stake of 7,339 shares — an estimated $443K sold.

Foster Victor Wealth Advisors first reported a position in JPME in Q4 2018 and held it in 7 quarters. The position peaked at $19.1M in Q4 2019. 35 funds tracked by Wall St. Rank hold JPME as of Q3 2020.

Foster Victor Wealth Advisors reported no remaining JPMorgan Diversified Return US Mid Cap Equity ETF position as of Q3 2020 after selling out during the quarter.
Foster Victor Wealth Advisors sold 7,339 JPMorgan Diversified Return US Mid Cap Equity ETF shares in Q3 2020, an estimated $443K.
Foster Victor Wealth Advisors first reported a position in JPMorgan Diversified Return US Mid Cap Equity ETF in Q4 2018 and held it in 7 quarters.
Foster Victor Wealth Advisors's JPMorgan Diversified Return US Mid Cap Equity ETF position peaked at $19.1M in Q4 2019.
35 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Mid Cap Equity ETF as of Q3 2020.

Based on Foster Victor Wealth Advisors's 13F filing for Q3 2020, filed 26 Oct 2020.