JP Morgan Chase
JPGE

JP Morgan Chase’s JPMorgan Diversified Return Global Equity ETF JPGE Stock Holding History

JP Morgan Chase’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
Q4 		– Sell
-6,937
Closed -$411K – 6038
2019
Q3 		$411K Hold
6,937
– – ﹤0.01% 4263
2019
Q2 		$412K Hold
6,937
– – ﹤0.01% 4324
2019
Q1 		$412K Buy
6,937
+409
+6% +$23.8K ﹤0.01% 4298
2018
Q4 		$355K Sell
6,528
-58
-0.9% -$3.31K ﹤0.01% 4310
2018
Q3 		$405K Sell
6,586
-175
-3% -$10.7K ﹤0.01% 4375
2018
Q2 		$407K Hold
6,761
– – ﹤0.01% 4266
2018
Q1 		$417K Sell
6,761
-285,616
-98% -$17.9M ﹤0.01% 4082
2017
Q4 		$18.3M Hold
292,377
– – ﹤0.01% 1642
2017
Q3 		$17.3M Hold
292,377
– – ﹤0.01% 1606
2017
Q2 		$16.8M Hold
292,377
– – ﹤0.01% 1579
2017
Q1 		$15.9M Sell
292,377
-100,001
-25% -$5.31M ﹤0.01% 1614
2016
Q4 		$20M Sell
392,378
-100,000
-20% -$5.17M ﹤0.01% 1475
2016
Q3 		$26.4M Hold
492,378
– – 0.01% 1201
2016
Q2 		$25.1M Hold
492,378
– – 0.01% 1235
2016
Q1 		$24.8M Hold
492,378
– – 0.01% 1200
2015
Q4 		$24.3M Hold
492,378
– – 0.01% 1202
2015
Q3 		$23.3M Hold
492,378
– – 0.01% 1171
2015
Q2 		$25M Hold
492,378
– – 0.01% 1268
2015
Q1 		$25M Hold
492,378
– – 0.01% 1284
2014
Q4 		$24M Buy
492,378
+301,508
+158% +$14.7M 0.01% 1358
2014
Q3 		$9.4M Buy
+190,870
New +$9.65M ﹤0.01% 1963

Other funds holding JPGE

UWM
USAdvisors Wealth Management Eden Prairie, Minnesota $349M AUM 20.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JWBC
John W. Brooker & Co Oakland, California $82.8M AUM 15.92% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 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 $2.19B AUM 21.28% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

JP Morgan Chase's JPGE Position: Q4 2019 in Review

JP Morgan Chase sold out of JPMorgan Diversified Return Global Equity ETF (JPGE) in Q4 2019, closing a stake of 6,937 shares — an estimated $411K sold.

JP Morgan Chase first reported a position in JPGE in Q3 2014 and held it in 21 quarters. The position peaked at $26.4M in Q3 2016. 42 funds tracked by Wall St. Rank hold JPGE as of Q4 2019.

  • JP Morgan Chase reported no remaining JPMorgan Diversified Return Global Equity ETF position as of Q4 2019 after selling out during the quarter.
  • JP Morgan Chase sold 6,937 JPMorgan Diversified Return Global Equity ETF shares in Q4 2019, an estimated $411K.
  • JP Morgan Chase first reported a position in JPMorgan Diversified Return Global Equity ETF in Q3 2014 and held it in 21 quarters.
  • JP Morgan Chase's JPMorgan Diversified Return Global Equity ETF position peaked at $26.4M in Q3 2016.
  • 42 funds tracked by Wall St. Rank held JPMorgan Diversified Return Global Equity ETF as of Q4 2019.

Based on JP Morgan Chase's 13F filing for Q4 2019, filed 11 Feb 2020.