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Lenox Wealth Advisors’s JPMorgan Diversified Return US Small Cap Equity ETF JPSE Stock Holding History

Lenox Wealth Advisors’s Portfolio JPSE Stock Details JPSE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-120
Closed -$4K – 385
2018
Q3 		$4K Buy
+120
New +$3.91K ﹤0.01% 324

Other funds holding JPSE

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
FVWA
Foster Victor Wealth Advisors Greenville, South Carolina $1.75B AUM 18.02% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
PFG
Pacific Financial Group Bellevue, Washington $186M AUM 16.59% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AP
Appleton Partners Boston, Massachusetts $1.63B AUM 38.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
FWM
Frontier Wealth Management Kansas City, Missouri $1.38B AUM 6.3% 1-Year Est. Return

Lenox Wealth Advisors's JPSE Position: Q4 2018 in Review

Lenox Wealth Advisors sold out of JPMorgan Diversified Return US Small Cap Equity ETF (JPSE) in Q4 2018, closing a stake of 120 shares — an estimated $4K sold.

Lenox Wealth Advisors first reported a position in JPSE in Q3 2018 and held it in 1 quarter. The position peaked at $4K in Q3 2018. 33 funds tracked by Wall St. Rank hold JPSE as of Q4 2018.

  • Lenox Wealth Advisors reported no remaining JPMorgan Diversified Return US Small Cap Equity ETF position as of Q4 2018 after selling out during the quarter.
  • Lenox Wealth Advisors sold 120 JPMorgan Diversified Return US Small Cap Equity ETF shares in Q4 2018, an estimated $4K.
  • Lenox Wealth Advisors first reported a position in JPMorgan Diversified Return US Small Cap Equity ETF in Q3 2018 and held it in 1 quarter.
  • Lenox Wealth Advisors's JPMorgan Diversified Return US Small Cap Equity ETF position peaked at $4K in Q3 2018.
  • 33 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Small Cap Equity ETF as of Q4 2018.

Based on Lenox Wealth Advisors's 13F filing for Q4 2018, filed 9 Jan 2019.