Ladenburg Thalmann Financial Services’s JPMorgan Diversified Return Global Equity ETF JPGE Stock Holding History

Ladenburg Thalmann Financial Services’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	$23K	Hold	376	–	–	﹤0.01%	4090
2019 Q3	$22K	Buy	376 +102	+37%	+$6K	﹤0.01%	4000
2019 Q2	$16K	Buy	274 +176	+180%	+$10.5K	﹤0.01%	4205
2019 Q1	$6K	Hold	98	–	–	﹤0.01%	4614
2018 Q4	$5K	Sell	98 -1,235	-93%	-$70.6K	﹤0.01%	4640
2018 Q3	$82K	Sell	1,333 -4,350	-77%	-$265K	﹤0.01%	2966
2018 Q2	$350K	Hold	5,683	–	–	﹤0.01%	1830
2018 Q1	$350K	Sell	5,683 -874	-13%	-$54.9K	﹤0.01%	1830
2017 Q4	$410K	Buy	6,557 +4,520	+222%	+$278K	﹤0.01%	1689
2017 Q3	$121K	Hold	2,037	–	–	﹤0.01%	2476
2017 Q2	$117K	Buy	2,037 +677	+50%	+$38.1K	﹤0.01%	2419
2017 Q1	$74K	Sell	1,360 -2,290	-63%	-$122K	﹤0.01%	2614
2016 Q4	$186K	Buy	3,650 +359	+11%	+$18.6K	﹤0.01%	1870
2016 Q3	$176K	Sell	3,291 -240	-7%	-$12.6K	﹤0.01%	1844
2016 Q2	$180K	Buy	+3,531	New	+$179K	﹤0.01%	1751

Other funds holding JPGE

UWM

USAdvisors Wealth Management Eden Prairie, Minnesota $349M AUM 20.25% 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 $21.5B AUM 26.98% 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

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

Ladenburg Thalmann Financial Services held its JPMorgan Diversified Return Global Equity ETF (JPGE) position steady in Q4 2019 at 376 shares worth $23K. The position accounts for ﹤0.01% of the portfolio, ranked #4090.

Ladenburg Thalmann Financial Services first reported a position in JPGE in Q2 2016 and has held it in 15 quarters since. The position peaked at $410K in Q4 2017. 42 funds tracked by Wall St. Rank hold JPGE as of Q4 2019.

Ladenburg Thalmann Financial Services held 376 shares of JPMorgan Diversified Return Global Equity ETF worth $23K as of Q4 2019.
Ladenburg Thalmann Financial Services left its JPMorgan Diversified Return Global Equity ETF share count unchanged in Q4 2019.
JPMorgan Diversified Return Global Equity ETF made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #4090 holding.
Ladenburg Thalmann Financial Services first reported a position in JPMorgan Diversified Return Global Equity ETF in Q2 2016 and has held it in 15 quarters since.
Ladenburg Thalmann Financial Services's JPMorgan Diversified Return Global Equity ETF position peaked at $410K in Q4 2017.
42 funds tracked by Wall St. Rank held JPMorgan Diversified Return Global Equity ETF as of Q4 2019.

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