Kalos Management’s JPMorgan Diversified Return Global Equity ETF JPGE Stock Holding History

Kalos Management’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	-4,012	Closed	-$245K	–	229
2019 Q3	$245K	Buy	4,012 +392	+11%	+$23K	0.1%	159
2019 Q2	$216K	Buy	+3,620	New	+$215K	0.1%	168

Other funds holding JPGE

UWM

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

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

BFG

Barber Financial Group Lenexa, Kansas $567M AUM 5.25% 1-Year Est. Return

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

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

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

Kalos Management's JPGE Position: Q4 2019 in Review

Kalos Management sold out of JPMorgan Diversified Return Global Equity ETF (JPGE) in Q4 2019, closing a stake of 4,012 shares — an estimated $245K sold.

Kalos Management first reported a position in JPGE in Q2 2019 and held it in 2 quarters. The position peaked at $245K in Q3 2019. 42 funds tracked by Wall St. Rank hold JPGE as of Q4 2019.

Kalos Management reported no remaining JPMorgan Diversified Return Global Equity ETF position as of Q4 2019 after selling out during the quarter.
Kalos Management sold 4,012 JPMorgan Diversified Return Global Equity ETF shares in Q4 2019, an estimated $245K.
Kalos Management first reported a position in JPMorgan Diversified Return Global Equity ETF in Q2 2019 and held it in 2 quarters.
Kalos Management's JPMorgan Diversified Return Global Equity ETF position peaked at $245K in Q3 2019.
42 funds tracked by Wall St. Rank held JPMorgan Diversified Return Global Equity ETF as of Q4 2019.

Based on Kalos Management's 13F filing for Q4 2019, filed 13 Feb 2020.