Integrated Wealth Concepts’s JPMorgan Diversified Return Global Equity ETF JPGE Stock Holding History

Integrated Wealth Concepts’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	-61,348	Closed	-$3.34M	–	341
2018 Q4	$3.34M	Buy	61,348 +16,232	+36%	+$928K	0.91%	31
2018 Q3	$2.77M	Buy	45,116 +24,662	+121%	+$1.5M	0.84%	31
2018 Q2	$1.22M	Buy	+20,454	New	+$1.27M	0.42%	59

Other funds holding JPGE

TIM

Total Investment Management Scottsdale, Arizona $858M AUM 9.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UWM

USAdvisors Wealth Management Eden Prairie, Minnesota $349M AUM 20.25% 1-Year Est. Return

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

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 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

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

Integrated Wealth Concepts's JPGE Position: Q1 2019 in Review

Integrated Wealth Concepts sold out of JPMorgan Diversified Return Global Equity ETF (JPGE) in Q1 2019, closing a stake of 61,348 shares — an estimated $3.34M sold.

Integrated Wealth Concepts first reported a position in JPGE in Q2 2018 and held it in 3 quarters. The position peaked at $3.34M in Q4 2018. 37 funds tracked by Wall St. Rank hold JPGE as of Q1 2019.

Integrated Wealth Concepts reported no remaining JPMorgan Diversified Return Global Equity ETF position as of Q1 2019 after selling out during the quarter.
Integrated Wealth Concepts sold 61,348 JPMorgan Diversified Return Global Equity ETF shares in Q1 2019, an estimated $3.34M.
Integrated Wealth Concepts first reported a position in JPMorgan Diversified Return Global Equity ETF in Q2 2018 and held it in 3 quarters.
Integrated Wealth Concepts's JPMorgan Diversified Return Global Equity ETF position peaked at $3.34M in Q4 2018.
37 funds tracked by Wall St. Rank held JPMorgan Diversified Return Global Equity ETF as of Q1 2019.

Based on Integrated Wealth Concepts's 13F filing for Q1 2019, filed 15 May 2019.