GIA
JDIV

Gladstone Institutional Advisory’s JPMorgan U.S. Dividend ETF JDIV Stock Holding History

Gladstone Institutional Advisory’s Portfolio JDIV Stock Details JDIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-12,445
Closed -$392K – 691
2022
Q2 		$392K Buy
12,445
+750
+6% +$25.4K 0.03% 461
2022
Q1 		$410K Sell
11,695
-600
-5% -$20.4K 0.03% 471
2021
Q4 		$420K Sell
12,295
-200
-2% -$6.61K 0.03% 420
2021
Q3 		$396K Buy
12,495
+648
+5% +$21.1K 0.04% 382
2021
Q2 		$386K Sell
11,847
-8,546
-42% -$278K 0.05% 347
2021
Q1 		$633K Sell
20,393
-7,387
-27% -$215K 0.1% 204
2020
Q4 		$751K Sell
27,780
-5,103
-16% -$131K 0.15% 127
2020
Q3 		$764K Buy
32,883
+1,841
+6% +$43.2K 0.18% 113
2020
Q2 		$694K Sell
31,042
-538
-2% -$11.5K 0.18% 110
2020
Q1 		$599K Buy
+31,580
New +$798K 0.15% 128

Gladstone Institutional Advisory's JDIV Position: Q3 2022 in Review

Gladstone Institutional Advisory sold out of JPMorgan U.S. Dividend ETF (JDIV) in Q3 2022, closing a stake of 12,445 shares — an estimated $392K sold.

Gladstone Institutional Advisory first reported a position in JDIV in Q1 2020 and held it in 10 quarters. The position peaked at $764K in Q3 2020. 0 funds tracked by Wall St. Rank hold JDIV as of Q3 2022.

  • Gladstone Institutional Advisory reported no remaining JPMorgan U.S. Dividend ETF position as of Q3 2022 after selling out during the quarter.
  • Gladstone Institutional Advisory sold 12,445 JPMorgan U.S. Dividend ETF shares in Q3 2022, an estimated $392K.
  • Gladstone Institutional Advisory first reported a position in JPMorgan U.S. Dividend ETF in Q1 2020 and held it in 10 quarters.
  • Gladstone Institutional Advisory's JPMorgan U.S. Dividend ETF position peaked at $764K in Q3 2020.
  • 0 funds tracked by Wall St. Rank held JPMorgan U.S. Dividend ETF as of Q3 2022.

Based on Gladstone Institutional Advisory's 13F filing for Q3 2022, filed 20 Oct 2022.