Ladenburg Thalmann Financial Services’s JPMorgan Diversified Return US Mid Cap Equity ETF JPME Stock Holding History

Ladenburg Thalmann Financial Services’s Portfolio JPME Stock Details JPME Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$508K	Buy	7,184 +420	+6%	+$28.6K	﹤0.01%	1802
2019 Q3	$452K	Buy	6,764 +562	+9%	+$37.2K	﹤0.01%	1842
2019 Q2	$412K	Buy	6,202 +564	+10%	+$37K	﹤0.01%	1902
2019 Q1	$367K	Buy	5,638 +2,542	+82%	+$160K	﹤0.01%	1921
2018 Q4	$177K	Buy	3,096 +1,272	+70%	+$79K	﹤0.01%	2325
2018 Q3	$123K	Buy	1,824 +1,672	+1,100%	+$112K	﹤0.01%	2674
2018 Q2	$10K	Hold	152	–	–	﹤0.01%	4246
2018 Q1	$10K	Buy	+152	New	+$9.79K	﹤0.01%	4246

Other funds holding JPME

CPO

Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return

CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return

FVWA

Foster Victor Wealth Advisors Greenville, South Carolina $1.9B AUM 24.46% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

PFG

Pacific Financial Group Bellevue, Washington $186M AUM 16.59% 1-Year Est. Return

RPSA

Richard P. Slaughter Associates Austin, Texas $510M AUM 21.97% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Appleton Partners Boston, Massachusetts $1.63B AUM 38.57% 1-Year Est. Return

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

Ladenburg Thalmann Financial Services increased its JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) stake by 6.2% in Q4 2019, buying an estimated $28.6K and bringing the position to 7,184 shares worth $508K. The position accounts for ﹤0.01% of the portfolio, ranked #1802.

Ladenburg Thalmann Financial Services first reported a position in JPME in Q1 2018 and has held it in 8 quarters since. 33 funds tracked by Wall St. Rank hold JPME as of Q4 2019.

Ladenburg Thalmann Financial Services held 7,184 shares of JPMorgan Diversified Return US Mid Cap Equity ETF worth $508K as of Q4 2019.
Ladenburg Thalmann Financial Services bought 420 JPMorgan Diversified Return US Mid Cap Equity ETF shares in Q4 2019, an estimated $28.6K.
JPMorgan Diversified Return US Mid Cap Equity ETF made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #1802 holding.
Ladenburg Thalmann Financial Services first reported a position in JPMorgan Diversified Return US Mid Cap Equity ETF in Q1 2018 and has held it in 8 quarters since.
33 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Mid Cap Equity ETF as of Q4 2019.

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