IA
JPGE

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

IFP 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
2019
Q1 		– Sell
-94
Closed -$5K – 3772
2018
Q4 		$5K Buy
94
+1
+1% +$57 ﹤0.01% 2894
2018
Q3 		$6K Buy
+93
New +$5.67K ﹤0.01% 3166

Other funds holding JPGE

TIM
Total Investment Management Scottsdale, Arizona $858M AUM 9.96% 1-Year Est. Return
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
BFG
Barber Financial Group Lenexa, Kansas $567M AUM 5.25% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
NEIRG
New England Investment & Retirement Group North Andover, Massachusetts $434M AUM 25.45% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

IFP Advisors's JPGE Position: Q1 2019 in Review

IFP Advisors sold out of JPMorgan Diversified Return Global Equity ETF (JPGE) in Q1 2019, closing a stake of 94 shares — an estimated $5K sold.

IFP Advisors first reported a position in JPGE in Q3 2018 and held it in 2 quarters. The position peaked at $6K in Q3 2018. 37 funds tracked by Wall St. Rank hold JPGE as of Q1 2019.

  • IFP Advisors reported no remaining JPMorgan Diversified Return Global Equity ETF position as of Q1 2019 after selling out during the quarter.
  • IFP Advisors sold 94 JPMorgan Diversified Return Global Equity ETF shares in Q1 2019, an estimated $5K.
  • IFP Advisors first reported a position in JPMorgan Diversified Return Global Equity ETF in Q3 2018 and held it in 2 quarters.
  • IFP Advisors's JPMorgan Diversified Return Global Equity ETF position peaked at $6K in Q3 2018.
  • 37 funds tracked by Wall St. Rank held JPMorgan Diversified Return Global Equity ETF as of Q1 2019.

Based on IFP Advisors's 13F filing for Q1 2019, filed 15 May 2019.