HS
JPGE

Horan Securities’s JPMorgan Diversified Return Global Equity ETF JPGE Stock Holding History

Horan Securities’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
2019
Q3 		– Sell
-275
Closed -$16K – 303
2019
Q2 		$16K Buy
+275
New +$16.3K 0.02% 142

Other funds holding JPGE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UWM
USAdvisors Wealth Management Eden Prairie, Minnesota $301M AUM 15.03% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
BFG
Barber Financial Group Lenexa, Kansas $567M AUM 5.25% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $1.93B AUM 18.43% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Horan Securities's JPGE Position: Q3 2019 in Review

Horan Securities sold out of JPMorgan Diversified Return Global Equity ETF (JPGE) in Q3 2019, closing a stake of 275 shares — an estimated $16K sold.

Horan Securities first reported a position in JPGE in Q2 2019 and held it in 1 quarter. The position peaked at $16K in Q2 2019. 42 funds tracked by Wall St. Rank hold JPGE as of Q3 2019.

  • Horan Securities reported no remaining JPMorgan Diversified Return Global Equity ETF position as of Q3 2019 after selling out during the quarter.
  • Horan Securities sold 275 JPMorgan Diversified Return Global Equity ETF shares in Q3 2019, an estimated $16K.
  • Horan Securities first reported a position in JPMorgan Diversified Return Global Equity ETF in Q2 2019 and held it in 1 quarter.
  • Horan Securities's JPMorgan Diversified Return Global Equity ETF position peaked at $16K in Q2 2019.
  • 42 funds tracked by Wall St. Rank held JPMorgan Diversified Return Global Equity ETF as of Q3 2019.

Based on Horan Securities's 13F filing for Q3 2019, filed 21 Oct 2019.