Frontier Wealth Management’s JPMorgan Diversified Alternatives ETF JPHF Stock Holding History

Frontier Wealth Management’s Portfolio JPHF Stock Details JPHF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-8,375	Closed	-$209K	–	329
2019 Q3	$209K	Sell	8,375 -4,823	-37%	-$118K	0.03%	279
2019 Q2	$322K	Sell	13,198 -1,301	-9%	-$32K	0.05%	234
2019 Q1	$360K	Sell	14,499 -5,330	-27%	-$131K	0.05%	252
2018 Q4	$476K	Buy	19,829 +2,479	+14%	+$60.1K	0.07%	208
2018 Q3	$432K	Buy	+17,350	New	+$432K	0.04%	247

Other funds holding JPHF

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

EisnerAmper Wealth Management Corporate Benefits Iselin, New Jersey $274M AUM 12.56% 1-Year Est. Return

Intelligence Driven Advisers Carlsbad, California $579M AUM 17.84% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return

Alaska Permanent Capital Management Anchorage, Alaska $1.53B AUM 17.79% 1-Year Est. Return

Appleton Partners Boston, Massachusetts $1.63B AUM 29.96% 1-Year Est. Return

Alaska Wealth Advisors Anchorage, Alaska $923M AUM 19.5% 1-Year Est. Return

Frontier Wealth Management's JPHF Position: Q4 2019 in Review

Frontier Wealth Management sold out of JPMorgan Diversified Alternatives ETF (JPHF) in Q4 2019, closing a stake of 8,375 shares — an estimated $209K sold.

Frontier Wealth Management first reported a position in JPHF in Q3 2018 and held it in 5 quarters. The position peaked at $476K in Q4 2018. 27 funds tracked by Wall St. Rank hold JPHF as of Q4 2019.

Frontier Wealth Management reported no remaining JPMorgan Diversified Alternatives ETF position as of Q4 2019 after selling out during the quarter.
Frontier Wealth Management sold 8,375 JPMorgan Diversified Alternatives ETF shares in Q4 2019, an estimated $209K.
Frontier Wealth Management first reported a position in JPMorgan Diversified Alternatives ETF in Q3 2018 and held it in 5 quarters.
Frontier Wealth Management's JPMorgan Diversified Alternatives ETF position peaked at $476K in Q4 2018.
27 funds tracked by Wall St. Rank held JPMorgan Diversified Alternatives ETF as of Q4 2019.

Based on Frontier Wealth Management's 13F filing for Q4 2019, filed 13 Feb 2020.