HighTower Advisors’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
-12,626
Closed -$398K 3505
2022
Q2
$398K Buy
12,626
+30
+0.2% +$1.01K ﹤0.01% 2188
2022
Q1
$441K Buy
12,596
+745
+6% +$25.3K ﹤0.01% 2263
2021
Q4
$405K Buy
11,851
+4,127
+53% +$136K ﹤0.01% 2294
2021
Q3
$245K Buy
+7,724
New +$252K ﹤0.01% 2562
2020
Q1
Sell
-10,774
Closed -$299K 2576
2019
Q4
$299K Buy
+10,774
New +$294K ﹤0.01% 1726

HighTower Advisors's JDIV Position: Q3 2022 in Review

HighTower Advisors sold out of JPMorgan U.S. Dividend ETF (JDIV) in Q3 2022, closing a stake of 12,626 shares — an estimated $398K sold.

HighTower Advisors first reported a position in JDIV in Q4 2019 and held it in 5 quarters. The position peaked at $441K in Q1 2022. 0 funds tracked by Wall St. Rank hold JDIV as of Q3 2022.

  • HighTower Advisors reported no remaining JPMorgan U.S. Dividend ETF position as of Q3 2022 after selling out during the quarter.
  • HighTower Advisors sold 12,626 JPMorgan U.S. Dividend ETF shares in Q3 2022, an estimated $398K.
  • HighTower Advisors first reported a position in JPMorgan U.S. Dividend ETF in Q4 2019 and held it in 5 quarters.
  • HighTower Advisors's JPMorgan U.S. Dividend ETF position peaked at $441K in Q1 2022.
  • 0 funds tracked by Wall St. Rank held JPMorgan U.S. Dividend ETF as of Q3 2022.

Based on HighTower Advisors's 13F filing for Q3 2022, filed 9 Nov 2022.