Lincoln National Corp’s JPMorgan Diversified Return Global Equity ETF JPGE Stock Holding History

Lincoln National Corp’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
2020 Q1	–	Sell	-3,233	Closed	-$201K	–	689
2019 Q4	$201K	Buy	+3,233	New	+$197K	0.01%	608
2019 Q2	–	Sell	-3,536	Closed	-$210K	–	590
2019 Q1	$210K	Buy	+3,536	New	+$205K	0.01%	470
2018 Q4	–	Sell	-3,561	Closed	-$219K	–	534
2018 Q3	$219K	Buy	+3,561	New	+$217K	0.01%	436
2018 Q1	–	Sell	-4,456	Closed	-$279K	–	648
2017 Q4	$279K	Buy	+4,456	New	+$274K	0.01%	517

Other funds holding JPGE

UWM

USAdvisors Wealth Management Eden Prairie, Minnesota $349M AUM 20.25% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

JWBC

John W. Brooker & Co Oakland, California $82.8M AUM 15.92% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

AWA

Acorn Wealth Advisors Grand Blanc, Michigan $410M AUM 21.57% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return

Lincoln National Corp's JPGE Position: Q1 2020 in Review

Lincoln National Corp sold out of JPMorgan Diversified Return Global Equity ETF (JPGE) in Q1 2020, closing a stake of 3,233 shares — an estimated $201K sold.

Lincoln National Corp first reported a position in JPGE in Q4 2017 and held it in 4 quarters. The position peaked at $279K in Q4 2017. 34 funds tracked by Wall St. Rank hold JPGE as of Q1 2020.

Lincoln National Corp reported no remaining JPMorgan Diversified Return Global Equity ETF position as of Q1 2020 after selling out during the quarter.
Lincoln National Corp sold 3,233 JPMorgan Diversified Return Global Equity ETF shares in Q1 2020, an estimated $201K.
Lincoln National Corp first reported a position in JPMorgan Diversified Return Global Equity ETF in Q4 2017 and held it in 4 quarters.
Lincoln National Corp's JPMorgan Diversified Return Global Equity ETF position peaked at $279K in Q4 2017.
34 funds tracked by Wall St. Rank held JPMorgan Diversified Return Global Equity ETF as of Q1 2020.

Based on Lincoln National Corp's 13F filing for Q1 2020, filed 24 Apr 2020.