LWA
JDIV

Lenox Wealth Advisors’s JPMorgan U.S. Dividend ETF JDIV Stock Holding History

Lenox Wealth Advisors’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
2022
Q1 		$1.37M Hold
39,000
– – 0.17% 39
2021
Q4 		$1.33M Hold
39,000
– – 0.16% 41
2021
Q3 		$1.24M Hold
39,000
– – 0.16% 41
2021
Q2 		$1.27M Buy
+39,000
New +$1.27M 0.16% 41

Other funds holding JDIV

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
WWM
Western Wealth Management Golden, Colorado $2.63B AUM 21.3% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
NRI
NFP Retirement Inc Aliso Viejo, California $1.67B AUM 13.03% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Lenox Wealth Advisors's JDIV Position: Q1 2022 in Review

Lenox Wealth Advisors held its JPMorgan U.S. Dividend ETF (JDIV) position steady in Q1 2022 at 39,000 shares worth $1.37M. The position accounts for 0.17% of the portfolio, ranked #39.

Lenox Wealth Advisors first reported a position in JDIV in Q2 2021 and has held it in 4 quarters since. 22 funds tracked by Wall St. Rank hold JDIV as of Q1 2022.

  • Lenox Wealth Advisors held 39,000 shares of JPMorgan U.S. Dividend ETF worth $1.37M as of Q1 2022.
  • Lenox Wealth Advisors left its JPMorgan U.S. Dividend ETF share count unchanged in Q1 2022.
  • JPMorgan U.S. Dividend ETF made up 0.17% of Lenox Wealth Advisors's portfolio in Q1 2022, its #39 holding.
  • Lenox Wealth Advisors first reported a position in JPMorgan U.S. Dividend ETF in Q2 2021 and has held it in 4 quarters since.
  • 22 funds tracked by Wall St. Rank held JPMorgan U.S. Dividend ETF as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.