HighTower Advisors’s JPMorgan Diversified Return Global Equity ETF JPGE Stock Holding History

HighTower Advisors’s Portfolio JPGE Stock Details JPGE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-5,729	Closed	-$357K	–	2605
2019 Q4	$357K	Sell	5,729 -474	-8%	-$28.9K	﹤0.01%	1608
2019 Q3	$367K	Hold	6,203	–	–	﹤0.01%	1667
2019 Q2	$371K	Sell	6,203 -218	-3%	-$12.9K	﹤0.01%	1682
2019 Q1	$381K	Hold	6,421	–	–	﹤0.01%	1603
2018 Q4	$349K	Buy	+6,421	New	+$367K	﹤0.01%	1535

Other funds holding JPGE

UWM

USAdvisors Wealth Management Eden Prairie, Minnesota $301M AUM 15.03% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

JWBC

John W. Brooker & Co Oakland, California $82.8M AUM 15.92% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

AWA

Acorn Wealth Advisors Grand Blanc, Michigan $343M AUM 15.24% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return

HighTower Advisors's JPGE Position: Q1 2020 in Review

HighTower Advisors sold out of JPMorgan Diversified Return Global Equity ETF (JPGE) in Q1 2020, closing a stake of 5,729 shares — an estimated $357K sold.

HighTower Advisors first reported a position in JPGE in Q4 2018 and held it in 5 quarters. The position peaked at $381K in Q1 2019. 34 funds tracked by Wall St. Rank hold JPGE as of Q1 2020.

HighTower Advisors reported no remaining JPMorgan Diversified Return Global Equity ETF position as of Q1 2020 after selling out during the quarter.
HighTower Advisors sold 5,729 JPMorgan Diversified Return Global Equity ETF shares in Q1 2020, an estimated $357K.
HighTower Advisors first reported a position in JPMorgan Diversified Return Global Equity ETF in Q4 2018 and held it in 5 quarters.
HighTower Advisors's JPMorgan Diversified Return Global Equity ETF position peaked at $381K in Q1 2019.
34 funds tracked by Wall St. Rank held JPMorgan Diversified Return Global Equity ETF as of Q1 2020.

Based on HighTower Advisors's 13F filing for Q1 2020, filed 21 May 2020.