LTFS
JDIV

Ladenburg Thalmann Financial Services’s JPMorgan U.S. Dividend ETF JDIV Stock Holding History

Ladenburg Thalmann Financial Services’s Portfolio JDIV Stock Details JDIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$276K Buy
9,878
+5,787
+141% +$158K ﹤0.01% 2265
2019
Q3 		$110K Buy
4,091
+959
+31% +$25.3K ﹤0.01% 2867
2019
Q2 		$83K Buy
+3,132
New +$82.3K ﹤0.01% 3112

Other funds holding JDIV

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
RFWA
RPg Family Wealth Advisory Burlington, Massachusetts $600M AUM 36.53% 1-Year Est. Return
ACM
Avalon Capital Management Port Of Redwood City, California $423M AUM 54.12% 1-Year Est. Return
MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
CBFP
Cedar Brook Financial Partners Cleveland, Ohio $698K AUM 46.64% 1-Year Est. Return
SFSIG
San Francisco Sentry Investment Group San Francisco, California $192M AUM 276.26% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 28.91% 1-Year Est. Return

Ladenburg Thalmann Financial Services's JDIV Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services increased its JPMorgan U.S. Dividend ETF (JDIV) stake by 141% in Q4 2019, buying an estimated $158K and bringing the position to 9,878 shares worth $276K. The position accounts for ﹤0.01% of the portfolio, ranked #2265.

Ladenburg Thalmann Financial Services first reported a position in JDIV in Q2 2019 and has held it in 3 quarters since. 15 funds tracked by Wall St. Rank hold JDIV as of Q4 2019.

  • Ladenburg Thalmann Financial Services held 9,878 shares of JPMorgan U.S. Dividend ETF worth $276K as of Q4 2019.
  • Ladenburg Thalmann Financial Services bought 5,787 JPMorgan U.S. Dividend ETF shares in Q4 2019, an estimated $158K.
  • JPMorgan U.S. Dividend ETF made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #2265 holding.
  • Ladenburg Thalmann Financial Services first reported a position in JPMorgan U.S. Dividend ETF in Q2 2019 and has held it in 3 quarters since.
  • 15 funds tracked by Wall St. Rank held JPMorgan U.S. Dividend ETF as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.